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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 %
CA
451
CoreCap Advisors
Michigan
$2.79M +$92.6K +346 +3%
ERIC
452
Eagle Rock Investment Company
Georgia
$2.78M -$13.1K -49 -0.5%
EF
453
Exeter Financial
Arizona
$2.77M -$107K -399 -4%
NI
454
Natural Investments
California
$2.77M -$286K -1,071 -9%
WPC
455
White Pine Capital
Minnesota
$2.75M -$8.03K -30 -0.3%
FFS
456
Founders Financial Securities
Maryland
$2.72M -$18.5K -69 -0.7%
EWM
457
Evercore Wealth Management
New York
$2.72M -$201K -750 -7%
SC
458
Savoie Capital
Illinois
$2.68M – – –
Allspring Global Investments
459
Allspring Global Investments
North Carolina
$2.67M -$741K -2,777 -22%
GT
460
Greenleaf Trust
Michigan
$2.67M -$190K -711 -7%
EOJOAM
461
E. Ohman J:or Asset Management
Sweden
$2.65M – – –
IGAM
462
iA Global Asset Management
Quebec, Canada
$2.64M +$2.64M +9,854 New
MA
463
Montag & Associates
Georgia
$2.63M – – –
ACIM
464
Azimuth Capital Investment Management
Michigan
$2.61M -$98.2K -367 -4%
WAS
465
Wesleyan Assurance Society
United Kingdom
$2.61M – – –
TRCT
466
Tower Research Capital (TRC)
New York
$2.6M +$433K +1,617 +20%
NP
467
Nilsine Partners
Colorado
$2.59M -$28.1K -105 -1%
VI
468
Vestcor Inc
New Brunswick, Canada
$2.59M +$460K +1,719 +22%
DCA
469
DSG Capital Advisors
Minnesota
$2.58M – – –
FPAS
470
Focus Partners Advisor Solutions
Missouri
$2.58M +$218K +815 +9%
PFM
471
Patton Fund Management
Texas
$2.58M -$1.95M -7,273 -43%
N
472
Natixis
France
$2.57M -$15M -55,966 -85%
PCM
473
Parsons Capital Management
Rhode Island
$2.56M – – –
MC
474
Moors & Cabot
Massachusetts
$2.56M +$132K +494 +5%
DFCM
475
Dark Forest Capital Management
Puerto Rico
$2.55M -$369K -1,381 -13%
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