TRV icon

Travelers Companies
TRV

Overview Fund Activity

1,451 hedge funds and large institutions have $43.3B invested in Travelers Companies in 2024 Q3 according to their latest regulatory filings, with 172 funds opening new positions, 461 increasing their positions, 511 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,451
Holders Change
+57
Holders Change %
+4.09%
% of All Funds
20.99%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.16%
New
172
Increased
461
Reduced
511
Closed
97
Calls
$172M
Puts
$144M
Net Calls
+$28.9M
Net Calls Change
+$101M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$367M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$138M
3
Morgan Stanley
Morgan Stanley
New York
+$80.5M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$66.8M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$62.9M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$412M
2
BlackRock
BlackRock
New York
-$200M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$104M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
-$102M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$77.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIR
1351
Clear Investment Research
Georgia
$26K – – –
NFA
1352
Northwest Financial Advisors
Virginia
$25.8K +$25.8K +110 New
NECFA
1353
New England Capital Financial Advisors
Connecticut
$25.8K – – –
FDCP
1354
Foster Dykema Cabot & Partners
Massachusetts
$25.8K +$10.3K +44 +67%
LIA
1355
Luken Investment Analytics
Tennessee
$24.8K – – –
AWM
1356
Abound Wealth Management
Tennessee
$24.1K – – –
RA
1357
Rise Advisors
New York
$23.7K – – –
PA
1358
Pineridge Advisors
Missouri
$23.4K – – –
TCG
1359
Transcendent Capital Group
Oklahoma
$23.4K – – –
B
1360
Birchbrook
Maine
$23.4K – – –
OA
1361
Operose Advisors
Wisconsin
$22.2K – – –
RTL
1362
Red Tortoise LLC
Georgia
$21.2K +$233 +1 +1%
GGI
1363
Godsey & Gibb Inc
Virginia
$21.1K -$10.5K -45 -33%
FWM
1364
FSA Wealth Management
Massachusetts
$21K +$21K +90 New
SFA
1365
Semmax Financial Advisors
North Carolina
$20.9K – – –
RTC
1366
Riverview Trust Company
Washington
$20.4K +$1.17K +5 +6%
TFA
1367
Toth Financial Advisory
Virginia
$19.9K – – –
ZRP
1368
Zynergy Retirement Planning
New Jersey
$19.2K -$11.7K -50 -38%
SIS
1369
Sound Income Strategies
Florida
$18.6K -$100K -429 -84%
HGA
1370
Hobbs Group Advisors
South Carolina
$18.5K – – –
MAM
1371
Meeder Asset Management
Ohio
$18K +$1.87K +8 +12%
CA
1372
Centerpoint Advisors
Massachusetts
$18K +$5.45K +23 +43%
TCM
1373
TruNorth Capital Management
Michigan
$17.8K +$3.75K +16 +27%
FMP
1374
Financial Management Professionals
Texas
$17K +$2.33K +10 +16%
SWA
1375
SOA Wealth Advisors
New York
$16.9K – – –
53 54
55
56 57