We are live on ! Find out more
TRV icon

Travelers Companies

1,844 hedge funds and large institutions have $60.9B invested in Travelers Companies in 2026 Q2 according to their latest regulatory filings, with 190 funds opening new positions, 678 increasing their positions, 619 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 190 | Existing positions closed: 106

17% more capital invested

Capital invested by funds: $52.1B → $60.9B (+$8.85B)

11% more call options, than puts

Call options by funds: $547M | Put options by funds: $491M

4.4% more ownership

Funds ownership: 82.52%86.93% (+4.4%)

3% more funds holding

Funds holding: 1,7941,844 (+50)

10% more repeat investments, than reductions

Existing positions increased: 678 | Existing positions reduced: 619

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
1,844
Holders Change
+50
Holders Change %
+2.79%
% of All Funds
22.27%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.14%
New
190
Increased
678
Reduced
619
Closed
106
Calls
$547M
Puts
$491M
Net Calls
+$55.9M
Net Calls Change
+$34.8M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
276
MAI Capital Management
Ohio
$12.2M +$1.14M +3,753 +11%
GIM
277
Goelzer Investment Management
Indiana
$12.1M -$419K -1,383 -4%
BFS
278
Bradley Foster & Sargent
Connecticut
$12M -$431K -1,423 -4%
SAM
279
Stansberry Asset Management
Texas
$11.9M -$1.93M -6,368 -15%
ACP
280
Aviance Capital Partners
Florida
$11.8M +$49.4K +163 +0.5%
BFA
281
Benedict Financial Advisors
Georgia
$11.6M -$33.3K -110 -0.3%
Brown Advisory
282
Brown Advisory
Maryland
$11.5M -$480K -1,585 -4%
First Manhattan
283
First Manhattan
New York
$11.5M -$164K -540 -2%
NIM
284
NEOS Investment Management
Connecticut
$11.5M +$1.07M +3,535 +11%
CAM
285
Carret Asset Management
New York
$11.4M -$183K -604 -2%
WAM
286
Weiss Asset Management
Massachusetts
$11.4M +$8.6M +28,378 +455%
Northwestern Mutual Wealth Management
287
Northwestern Mutual Wealth Management
Wisconsin
$11.3M -$101K -333 -1%
DZ Bank
288
DZ Bank
Germany
$11.3M +$1.83M +6,028 +21%
VanEck Associates
289
VanEck Associates
New York
$11.2M +$10.3M +34,056 New
SCM
290
Sterling Capital Management
North Carolina
$11.2M +$2.54M +8,370 +33%
SFA
291
Sequoia Financial Advisors
Ohio
$11M +$1.15M +3,782 +13%
IMC Chicago
292
IMC Chicago
Illinois
$10.9M +$10M +33,046 New
HI
293
Horizon Investments
North Carolina
$10.7M -$1.37M -4,524 -12%
RBI
294
Raiffeisen Bank International
Austria
$10.7M +$219K +723 +2%
URS
295
Utah Retirement Systems
Utah
$10.6M -$938K -3,095 -9%
BCIM
296
British Columbia Investment Management
British Columbia, Canada
$10.5M +$346K +1,141 +4%
MPAM
297
Murphy Pohlad Asset Management
Minnesota
$10.5M -$30.3K -100 -0.3%
PFSRSONJ
298
Police & Firemen's Retirement System of New Jersey
New Jersey
$10.5M -$498K -1,642 -5%
NYLIM
299
New York Life Investment Management
New York
$10.5M -$150K -494 -2%
TAIM
300
Te Ahumairangi Investment Management
New Zealand
$9.99M +$252K +830 +3%

TRV Hedge Fund Activity: Q2 2026 in Review

1,844 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Travelers Companies (TRV) for Q2 2026, worth a combined $60.9B — up 17% from $52.1B a quarter earlier.

Buyers outnumbered sellers: 190 funds opened new TRV positions and 106 closed out — a net gain of 84 holders — while 678 added to existing stakes and 619 trimmed.

The largest buyer was Vanguard Portfolio Management, adding an estimated $886M. The largest seller was Fidelity Investments, cutting an estimated $523M.

  • 1,844 institutional investors held Travelers Companies (TRV) as of Q2 2026, up from 1,794 in Q1 2026.
  • Funds reported $60.9B of Travelers Companies stock for Q2 2026, up 17% quarter-over-quarter.
  • 190 funds opened new Travelers Companies positions in Q2 2026 and 106 closed out, a net change of +84 holders.
  • The largest Travelers Companies buyer in Q2 2026 was Vanguard Portfolio Management, an estimated $886M added.
  • The largest Travelers Companies seller in Q2 2026 was Fidelity Investments, an estimated $523M sold.

Based on aggregated 13F filings for Q2 2026.