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Travelers Companies
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Overview Fund Activity

1,602 hedge funds and large institutions have $50.4B invested in Travelers Companies in 2025 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 591 increasing their positions, 548 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,602
Holders Change
-10
Holders Change %
-0.62%
% of All Funds
21.48%
Holding in Top 10
13
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-31.58%
% of All Funds
0.17%
New
127
Increased
591
Reduced
548
Closed
111
Calls
$159M
Puts
$144M
Net Calls
+$14.4M
Net Calls Change
-$14.2M

Top Buyers

1
UBS AM
UBS AM
Illinois
+$627M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$587M
3
BlackRock
BlackRock
New York
+$206M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$201M
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$91.7M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$138M
2
BG
Bahl & Gaynor
Ohio
-$137M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$130M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$101M
5
Millennium Management
Millennium Management
New York
-$95.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
326
Atria Investments
North Carolina
$5.26M -$48.7K -182 -0.9%
OPERF
327
Oregon Public Employees Retirement Fund
Oregon
$5.23M – – –
FWCM
328
Ferguson Wellman Capital Management
Oregon
$5.18M -$131K -491 -2%
RCM
329
RNC Capital Management
California
$5.17M +$19.8K +74 +0.4%
FM
330
Foster & Motley
Ohio
$5.16M -$134K -502 -3%
SAIG
331
Semper Augustus Investments Group
Colorado
$5.15M -$241K -900 -4%
SIA
332
SGL Investment Advisors
Montana
$5.06M +$88.5K +345 +2%
Lazard Asset Management
333
Lazard Asset Management
New York
$5.06M -$5.3M -19,822 -51%
BPA
334
Beacon Pointe Advisors
California
$5.05M -$368K -1,377 -7%
CAM
335
Cresset Asset Management
Illinois
$5M -$163K -611 -3%
MMA
336
Miracle Mile Advisors
California
$4.98M +$324K +1,210 +7%
MPWS
337
McCarter Private Wealth Services
Massachusetts
$4.97M -$265K -992 -5%
VFA
338
Valeo Financial Advisors
Indiana
$4.96M +$4.95M +3,611,758 +71,266%
NB
339
Northwest Bancshares
Pennsylvania
$4.94M -$128K -478 -3%
TSW
340
Thompson Siegel & Walmsley
Virginia
$4.93M – – –
CIBC Private Wealth Group
341
CIBC Private Wealth Group
Georgia
$4.91M +$13.9K +52 +0.3%
Pacer Advisors
342
Pacer Advisors
Pennsylvania
$4.91M +$1.82M +6,809 +59%
KIA
343
KCM Investment Advisors
California
$4.89M +$84K +314 +2%
DZ Bank
344
DZ Bank
Germany
$4.87M +$526K +1,967 +12%
FDCDDQ
345
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.82M +$326K +1,219 +7%
RPI
346
Railway Pension Investments
United Kingdom
$4.82M – – –
MIC
347
Meridian Investment Counsel
California
$4.81M – – –
CWM
348
Congress Wealth Management
Massachusetts
$4.81M +$1.63M +6,104 +51%
BMSSC
349
B. Metzler seel. Sohn & Co
Germany
$4.79M +$102K +381 +2%
BCI
350
Brinker Capital Investments
Pennsylvania
$4.79M -$88.3K -330 -2%
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