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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 %
KWM
401
Kingsview Wealth Management
Oregon
$3.7M +$6.15K +23 +0.2%
HIMCH
402
Hartford Investment Management Co (HIMCO)
Connecticut
$3.67M -$54K -202 -1%
ASN
403
Advisory Services Network
Georgia
$3.65M +$286K +1,100 +9%
AssetMark Inc
404
AssetMark Inc
California
$3.65M +$2.92M +10,912 +400%
CIC
405
Carnegie Investment Counsel
Ohio
$3.63M -$6.69K -25 -0.2%
SFA
406
Sequoia Financial Advisors
Ohio
$3.62M +$366K +1,369 +11%
JAM
407
Jupiter Asset Management
United Kingdom
$3.62M – – –
RBC
408
Romano Brothers & Co
Illinois
$3.62M -$532K -1,990 -13%
NAAA
409
New Age Alpha Advisors
New York
$3.62M -$589K -2,202 -14%
DT
410
Diversified Trust
Tennessee
$3.55M +$37.2K +139 +1%
IWA
411
Icon Wealth Advisors
Texas
$3.54M -$31.6K -118 -0.9%
RPC
412
Rossmore Private Capital
Connecticut
$3.53M -$16.3K -61 -0.5%
TBA
413
Tower Bridge Advisors
Pennsylvania
$3.52M +$522K +1,950 +17%
WBWA
414
William B. Walkup & Associates
South Carolina
$3.52M +$3.52M +13,139 New
LOAMS
415
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.47M +$276K +1,032 +9%
HW
416
Hancock Whitney
Mississippi
$3.46M -$95.5K -357 -3%
SCM
417
Sterling Capital Management
North Carolina
$3.42M +$3.13M +11,706 +1,081%
BP
418
Ballentine Partners
Massachusetts
$3.38M -$47.9K -179 -1%
NW
419
NewEdge Wealth
Pennsylvania
$3.36M +$279K +1,053 +9%
Barrow, Hanley, Mewhinney & Strauss
420
Barrow, Hanley, Mewhinney & Strauss
Texas
$3.34M – – –
FB
421
Fulton Bank
Pennsylvania
$3.32M -$313K -1,170 -9%
Lido Advisors
422
Lido Advisors
California
$3.3M +$1.15M +4,285 +53%
DADC
423
D.A. Davidson & Co
Montana
$3.24M -$803 -3 -0%
DFA
424
Delta Financial Advisors
Louisiana
$3.21M -$55.1K -206 -2%
LSERS
425
Louisiana State Employees Retirement System
Louisiana
$3.21M -$53.5K -200 -2%
15 16
17
18 19