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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
21.47%
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 %
ADL
376
Asset Dedication LLC
California
$4.18M +$43.3K +162 +1%
IG
377
ING Group
Netherlands
$4.17M +$211K +787 +5%
GC
378
Gillson Capital
Illinois
$4.15M -$23.6M -88,085 -85%
UA
379
Unison Advisors
District of Columbia
$4.13M +$18.2K +68 +0.4%
SC
380
Slow Capital
California
$4.11M -$54.6K -204 -1%
PWP
381
Principle Wealth Partners
Connecticut
$4.11M -$166K -620 -4%
CL
382
Choreo LLC
Illinois
$4.03M +$38K +142 +1%
NCM
383
Nearwater Capital Markets
Ireland
$4.01M -$13.4M -50,000 -77%
PAS
384
Park Avenue Securities
New York
$4M +$656K +2,450 +20%
SFI
385
Siemens Fonds Invest
Germany
$3.99M +$163K +611 +4%
PGFC
386
Peapack-Gladstone Financial Corp
New Jersey
$3.98M -$2.53M -9,466 -39%
OPCM
387
Osborne Partners Capital Management
California
$3.97M -$220K -821 -5%
FMWA
388
Forvis Mazars Wealth Advisors
Missouri
$3.95M -$81.3K -304 -2%
1SB
389
1ST Source Bank
Indiana
$3.9M -$41.7K -156 -1%
LC
390
Lincoln Capital
Nebraska
$3.89M -$23.8K -89 -0.6%
KRS
391
Kentucky Retirement Systems
Kentucky
$3.88M -$254K -949 -6%
PAMG
392
Patton Albertson Miller Group
Tennessee
$3.87M -$1.79M -6,707 -32%
MCM
393
MAI Capital Management
Ohio
$3.83M +$188K +704 +5%
BAAM
394
Baker Avenue Asset Management
California
$3.81M +$12.8K +48 +0.3%
AWS
395
Atria Wealth Solutions
New York
$3.77M -$180K -672 -5%
WAM
396
Wakefield Asset Management
Colorado
$3.77M +$3.77M +14,099 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
397
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.76M -$12.2M -45,665 -76%
P
398
&Partners
Tennessee
$3.74M +$683K +2,548 +22%
IA
399
IFP Advisors
Florida
$3.72M +$58.6K +219 +2%
FWP
400
FAS Wealth Partners
Kansas
$3.71M +$246K +921 +7%
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