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Travelers Companies
TRV

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 %
IG
376
ING Group
Netherlands
$4.17M +$211K +787 +5%
GC
377
Gillson Capital
Illinois
$4.15M -$23.6M -88,085 -85%
UA
378
Unison Advisors
District of Columbia
$4.13M +$18.2K +68 +0.4%
SC
379
Slow Capital
California
$4.11M -$54.6K -204 -1%
PWP
380
Principle Wealth Partners
Connecticut
$4.11M -$166K -620 -4%
CL
381
Choreo LLC
Illinois
$4.03M +$38K +142 +1%
NCM
382
Nearwater Capital Markets
Ireland
$4.01M -$13.4M -50,000 -77%
PAS
383
Park Avenue Securities
New York
$4M +$656K +2,450 +20%
SFI
384
Siemens Fonds Invest
Germany
$3.99M +$163K +611 +4%
PGFC
385
Peapack-Gladstone Financial Corp
New Jersey
$3.98M -$2.53M -9,466 -39%
OPCM
386
Osborne Partners Capital Management
California
$3.97M -$220K -821 -5%
FMWA
387
Forvis Mazars Wealth Advisors
Missouri
$3.95M -$81.3K -304 -2%
1SB
388
1ST Source Bank
Indiana
$3.9M -$41.7K -156 -1%
LC
389
Lincoln Capital
Nebraska
$3.89M -$23.8K -89 -0.6%
KRS
390
Kentucky Retirement Systems
Kentucky
$3.88M -$254K -949 -6%
PAMG
391
Patton Albertson Miller Group
Tennessee
$3.87M -$1.79M -6,707 -32%
MCM
392
MAI Capital Management
Ohio
$3.83M +$188K +704 +5%
BAAM
393
Baker Avenue Asset Management
California
$3.81M +$12.8K +48 +0.3%
AWS
394
Atria Wealth Solutions
New York
$3.77M -$180K -672 -5%
WAM
395
Wakefield Asset Management
Colorado
$3.77M +$3.77M +14,099 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
396
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.76M -$12.2M -45,665 -76%
P
397
&Partners
Tennessee
$3.74M +$683K +2,548 +22%
IA
398
IFP Advisors
Florida
$3.72M +$58.6K +219 +2%
FWP
399
FAS Wealth Partners
Kansas
$3.71M +$246K +921 +7%
KWM
400
Kingsview Wealth Management
Oregon
$3.7M +$6.15K +23 +0.2%
14 15
16
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