TRV icon

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 %
DFCM
476
Dark Forest Capital Management
Puerto Rico
$2.55M -$369K -1,381 -13%
CNBT
477
Canandaigua National Bank & Trust
New York
$2.54M +$195K +730 +8%
VAS
478
Vestmark Advisory Solutions
Massachusetts
$2.54M -$2.39M -8,915 -48%
TCM
479
Twin Capital Management
Pennsylvania
$2.53M -$1.87K -7 -0.1%
LNWWM
480
Laird Norton Wetherby Wealth Management
California
$2.53M +$2.53M +9,466 New
ECM
481
Everence Capital Management
Indiana
$2.52M – – –
ALAM
482
Asahi Life Asset Management
Japan
$2.49M +$116K +434 +5%
CIA
483
Choate Investment Advisors
Massachusetts
$2.47M +$356K +1,330 +17%
GI
484
GAMMA Investing
California
$2.46M +$236K +881 +11%
CA
485
Cornerstone Advisors
North Carolina
$2.46M – – –
UCFA
486
United Capital Financial Advisors
Texas
$2.45M +$15K +56 +0.6%
AA
487
Argent Advisors
Louisiana
$2.45M +$101K +376 +4%
Walleye Capital
488
Walleye Capital
New York
$2.43M +$824K +3,081 +51%
PH
489
Pinnacle Holdings
Oklahoma
$2.43M +$205K +767 +9%
IWC
490
Integrated Wealth Concepts
Massachusetts
$2.41M +$507K +1,895 +27%
CGH
491
Crossmark Global Holdings
Texas
$2.41M -$466K -1,740 -16%
AF
492
Arrow Financial
New York
$2.37M -$69.3K -259 -3%
ALMGDA
493
AG2R La Mondiale Gestion d'Actifs
France
$2.35M +$48.4K +181 +2%
FNA
494
First National Advisers
Nebraska
$2.34M +$24.1K +90 +1%
AEPWM
495
Atlantic Edge Private Wealth Management
Florida
$2.33M -$33.4K -125 -1%
AI
496
Accredited Investors
Minnesota
$2.32M – – –
1832 Asset Management
497
1832 Asset Management
Ontario, Canada
$2.31M +$37.7K +141 +2%
JCM
498
Jacobi Capital Management
Pennsylvania
$2.3M +$54.3K +203 +2%
WB
499
Webster Bank
Connecticut
$2.29M -$100K -375 -4%
CB
500
Cadence Bank
Mississippi
$2.29M +$2.29M +8,541 New
18 19
20
21 22