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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 %
HIMCH
401
Hartford Investment Management Co (HIMCO)
Connecticut
$3.67M -$54K -202 -1%
ASN
402
Advisory Services Network
Georgia
$3.65M +$286K +1,100 +9%
AssetMark Inc
403
AssetMark Inc
California
$3.65M +$2.92M +10,912 +400%
CIC
404
Carnegie Investment Counsel
Ohio
$3.63M -$6.69K -25 -0.2%
SFA
405
Sequoia Financial Advisors
Ohio
$3.62M +$366K +1,369 +11%
JAM
406
Jupiter Asset Management
United Kingdom
$3.62M – – –
RBC
407
Romano Brothers & Co
Illinois
$3.62M -$532K -1,990 -13%
NAAA
408
New Age Alpha Advisors
New York
$3.62M -$589K -2,202 -14%
DT
409
Diversified Trust
Tennessee
$3.55M +$37.2K +139 +1%
IWA
410
Icon Wealth Advisors
Texas
$3.54M -$31.6K -118 -0.9%
RPC
411
Rossmore Private Capital
Connecticut
$3.53M -$16.3K -61 -0.5%
TBA
412
Tower Bridge Advisors
Pennsylvania
$3.52M +$522K +1,950 +17%
WBWA
413
William B. Walkup & Associates
South Carolina
$3.52M +$3.52M +13,139 New
LOAMS
414
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.47M +$276K +1,032 +9%
HW
415
Hancock Whitney
Mississippi
$3.46M -$95.5K -357 -3%
SCM
416
Sterling Capital Management
North Carolina
$3.42M +$3.13M +11,706 +1,081%
BP
417
Ballentine Partners
Massachusetts
$3.38M -$47.9K -179 -1%
NW
418
NewEdge Wealth
Pennsylvania
$3.36M +$279K +1,053 +9%
Barrow, Hanley, Mewhinney & Strauss
419
Barrow, Hanley, Mewhinney & Strauss
Texas
$3.34M – – –
FB
420
Fulton Bank
Pennsylvania
$3.32M -$313K -1,170 -9%
Lido Advisors
421
Lido Advisors
California
$3.3M +$1.15M +4,285 +53%
DADC
422
D.A. Davidson & Co
Montana
$3.24M -$803 -3 -0%
DFA
423
Delta Financial Advisors
Louisiana
$3.21M -$55.1K -206 -2%
LSERS
424
Louisiana State Employees Retirement System
Louisiana
$3.21M -$53.5K -200 -2%
SAM
425
Securian Asset Management
Minnesota
$3.17M -$37.2K -139 -1%
15 16
17
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