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Travelers Companies
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Overview Fund Activity

1,603 hedge funds and large institutions have $50.4B invested in Travelers Companies in 2025 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 591 increasing their positions, 548 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,603
Holders Change
-9
Holders Change %
-0.56%
% 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
128
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 %
Envestnet Portfolio Solutions
351
Envestnet Portfolio Solutions
Illinois
$4.76M +$495K +1,851 +12%
Fifth Third Bancorp
352
Fifth Third Bancorp
Ohio
$4.73M +$66.9K +250 +1%
AC
353
Arjuna Capital
North Carolina
$4.73M -$215K -805 -4%
SC
354
Sawyer & Company
Massachusetts
$4.7M -$17.9K -67 -0.4%
ECA
355
Elevate Capital Advisors
Colorado
$4.68M -$283K -1,058 -6%
LDB
356
Lee, Danner & Bass
Tennessee
$4.66M – – –
UM
357
UniSuper Management
Australia
$4.66M -$134K -500 -3%
NIM
358
NEOS Investment Management
Connecticut
$4.61M +$954K +3,566 +26%
ATC
359
Argent Trust Co
Tennessee
$4.58M +$150K +561 +3%
PP
360
Prudential plc
United Kingdom
$4.56M +$854K +3,193 +23%
HWM
361
HB Wealth Management
Georgia
$4.53M -$182K -681 -4%
AF
362
Avanza Fonder
Sweden
$4.43M – – –
VWM
363
Valley Wealth Managers
New Jersey
$4.38M -$31K -116 -0.7%
ACL
364
Applied Capital LLC
Florida
$4.31M -$803 -3 -0%
OAC
365
OMERS Administration Corp
Ontario, Canada
$4.28M – – –
O
366
Ossiam
France
$4.27M +$2.33M +8,707 +120%
LG
367
Leuthold Group
Minnesota
$4.26M -$57.5K -215 -1%
GI
368
GLOBALT Investments
Georgia
$4.25M -$221K -825 -5%
EFMC
369
Empire Financial Management Company
New York
$4.25M +$78.9K +295 +2%
BHCM
370
Brevan Howard Capital Management
Jersey
$4.23M -$1.55M -5,787 -27%
MFG
371
Merit Financial Group
Georgia
$4.2M +$838K +3,132 +25%
FPF
372
First Pacific Financial
Washington
$4.19M +$4.18M +15,623 +34,718%
MSU
373
Mizuho Securities USA
New York
$4.19M -$666K -2,490 -14%
PFS
374
Prospera Financial Services
Texas
$4.18M -$199K -742 -5%
ADL
375
Asset Dedication LLC
California
$4.18M +$43.3K +162 +1%
13 14
15
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