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Travelers Companies
TRV

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 %
TRSOTSOK
351
Teachers Retirement System of the State of Kentucky
Kentucky
$4.76M +$69.3K +259 +1%
Envestnet Portfolio Solutions
352
Envestnet Portfolio Solutions
Illinois
$4.76M +$495K +1,851 +12%
Fifth Third Bancorp
353
Fifth Third Bancorp
Ohio
$4.73M +$66.9K +250 +1%
AC
354
Arjuna Capital
North Carolina
$4.73M -$215K -805 -4%
SC
355
Sawyer & Company
Massachusetts
$4.7M -$17.9K -67 -0.4%
ECA
356
Elevate Capital Advisors
Colorado
$4.68M -$283K -1,058 -6%
LDB
357
Lee, Danner & Bass
Tennessee
$4.66M – – –
UM
358
UniSuper Management
Australia
$4.66M -$134K -500 -3%
NIM
359
NEOS Investment Management
Connecticut
$4.61M +$954K +3,566 +26%
ATC
360
Argent Trust Co
Tennessee
$4.58M +$150K +561 +3%
PP
361
Prudential plc
United Kingdom
$4.56M +$854K +3,193 +23%
HWM
362
HB Wealth Management
Georgia
$4.53M -$182K -681 -4%
AF
363
Avanza Fonder
Sweden
$4.43M – – –
VWM
364
Valley Wealth Managers
New Jersey
$4.38M -$31K -116 -0.7%
ACL
365
Applied Capital LLC
Florida
$4.31M -$803 -3 -0%
OAC
366
OMERS Administration Corp
Ontario, Canada
$4.28M – – –
O
367
Ossiam
France
$4.27M +$2.33M +8,707 +120%
LG
368
Leuthold Group
Minnesota
$4.26M -$57.5K -215 -1%
GI
369
GLOBALT Investments
Georgia
$4.25M -$221K -825 -5%
EFMC
370
Empire Financial Management Company
New York
$4.25M +$78.9K +295 +2%
BHCM
371
Brevan Howard Capital Management
Jersey
$4.23M -$1.55M -5,787 -27%
MFG
372
Merit Financial Group
Georgia
$4.2M +$838K +3,132 +25%
FPF
373
First Pacific Financial
Washington
$4.19M +$4.18M +15,623 +34,718%
MSU
374
Mizuho Securities USA
New York
$4.19M -$666K -2,490 -14%
PFS
375
Prospera Financial Services
Texas
$4.18M -$199K -742 -5%
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