We are live on ! Find out more
TRV icon

Travelers Companies
TRV

1,632 hedge funds and large institutions have $49.8B invested in Travelers Companies in 2025 Q1 according to their latest regulatory filings, with 176 funds opening new positions, 533 increasing their positions, 617 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 176 | Existing positions closed: 96

36% more funds holding in top 10

Funds holding in top 10: 14 → 19 (+5)

18% more call options, than puts

Call options by funds: $189M | Put options by funds: $161M

3% more funds holding

Funds holding: 1,577 → 1,632 (+55)

0.44% less ownership

Funds ownership: 83.49% → 83.05% (-0.44%)

5% less capital invested

Capital invested by funds: $52.4B → $49.8B (-$2.6B)

14% less repeat investments, than reductions

Existing positions increased: 533 | Existing positions reduced: 617

Holders
1,632
Holders Change
+55
Holders Change %
+3.49%
% of All Funds
21.88%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.25%
New
176
Increased
533
Reduced
617
Closed
96
Calls
$189M
Puts
$161M
Net Calls
+$28.6M
Net Calls Change
+$20.9M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$239M
2
First Trust Advisors
First Trust Advisors
Illinois
+$213M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$209M
4
BG
Bahl & Gaynor
Ohio
+$122M
5
Goldman Sachs
Goldman Sachs
New York
+$97.2M

Top Sellers

Rank Fund Capital Flow
1
UBS AM
UBS AM
Illinois
-$526M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$204M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$162M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$156M
5
JP Morgan Chase
JP Morgan Chase
New York
-$133M
Name Holding Trade Value Shares
Change 		Change in
Stake
Barclays
26
Barclays
United Kingdom
$285M -$41.9M -168,300 -14%
Amundi
27
Amundi
France
$274M +$64.7M +259,624 +33%
Jacobs Levy Equity Management
28
Jacobs Levy Equity Management
New Jersey
$268M -$20.4M -81,986 -7%
California Public Employees Retirement System
29
California Public Employees Retirement System
California
$263M -$5.75M -23,088 -2%
Macquarie Group
30
Macquarie Group
Australia
$261M -$38.9M -156,062 -14%
Acadian Asset Management
31
Acadian Asset Management
Massachusetts
$238M +$65.3M +262,265 +41%
Sumitomo Mitsui Trust Group
32
Sumitomo Mitsui Trust Group
Japan
$237M +$3.07M +12,310 +1%
HSBC Holdings
33
HSBC Holdings
United Kingdom
$235M +$5.09M +20,441 +2%
Deutsche Bank
34
Deutsche Bank
Germany
$229M +$10.6M +42,367 +5%
Wells Fargo
35
Wells Fargo
California
$214M -$9.55M -38,354 -5%
Federated Hermes
36
Federated Hermes
Pennsylvania
$197M +$6.53M +26,201 +4%
Arrowstreet Capital
37
Arrowstreet Capital
Massachusetts
$195M -$51.7M -207,465 -22%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$185M +$43.9M +176,036 +34%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$181M -$2.73M -10,975 -2%
Balyasny Asset Management
40
Balyasny Asset Management
Illinois
$179M -$204M -819,570 -55%
Swiss National Bank
41
Swiss National Bank
Switzerland
$169M -$897K -3,600 -0.6%
Russell Investments Group
42
Russell Investments Group
United Kingdom
$160M +$4.13M +16,571 +3%
UBS AM
43
UBS AM
Illinois
$159M -$526M -2,112,009 -78%
Allianz Asset Management
44
Allianz Asset Management
Germany
$151M -$54.2M -217,607 -28%
Raymond James Financial
45
Raymond James Financial
Florida
$150M -$2.2M -8,841 -2%
US Bancorp
46
US Bancorp
Minnesota
$141M -$2.7M -10,840 -2%
CCM
47
Cullen Capital Management
New York
$140M -$44.5M -178,653 -25%
National Pension Service
48
National Pension Service
South Korea
$139M +$4.65M +18,648 +4%
PCH
49
Polar Capital Holdings
United Kingdom
$138M +$3.24M +13,000 +3%
Mitsubishi UFJ Asset Management
50
Mitsubishi UFJ Asset Management
Japan
$138M +$11M +44,354 +9%
1
2
3 4 5

TRV Hedge Fund Activity: Q1 2025 in Review

1,632 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Travelers Companies (TRV) for Q1 2025, worth a combined $49.8B — down 5% from $52.4B a quarter earlier.

Buyers outnumbered sellers: 176 funds opened new TRV positions and 96 closed out — a net gain of 80 holders — while 533 added to existing stakes and 617 trimmed.

The largest buyer was BlackRock, adding an estimated $239M. The largest seller was UBS AM, cutting an estimated $526M.

  • 1,632 institutional investors held Travelers Companies (TRV) as of Q1 2025, up from 1,577 in Q4 2024.
  • Funds reported $49.8B of Travelers Companies stock for Q1 2025, down 5% quarter-over-quarter.
  • 176 funds opened new Travelers Companies positions in Q1 2025 and 96 closed out, a net change of +80 holders.
  • The largest Travelers Companies buyer in Q1 2025 was BlackRock, an estimated $239M added.
  • The largest Travelers Companies seller in Q1 2025 was UBS AM, an estimated $526M sold.

Based on aggregated 13F filings for Q1 2025.