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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 %
CNBT
476
Canandaigua National Bank & Trust
New York
$2.54M +$195K +730 +8%
VAS
477
Vestmark Advisory Solutions
Massachusetts
$2.54M -$2.39M -8,915 -48%
TCM
478
Twin Capital Management
Pennsylvania
$2.53M -$1.87K -7 -0.1%
LNWWM
479
Laird Norton Wetherby Wealth Management
California
$2.53M +$2.53M +9,466 New
ECM
480
Everence Capital Management
Indiana
$2.52M – – –
ALAM
481
Asahi Life Asset Management
Japan
$2.49M +$116K +434 +5%
CIA
482
Choate Investment Advisors
Massachusetts
$2.47M +$356K +1,330 +17%
GI
483
GAMMA Investing
California
$2.46M +$236K +881 +11%
CA
484
Cornerstone Advisors
North Carolina
$2.46M – – –
UCFA
485
United Capital Financial Advisors
Texas
$2.45M +$15K +56 +0.6%
AA
486
Argent Advisors
Louisiana
$2.45M +$101K +376 +4%
Walleye Capital
487
Walleye Capital
New York
$2.43M +$824K +3,081 +51%
PH
488
Pinnacle Holdings
Oklahoma
$2.43M +$205K +767 +9%
IWC
489
Integrated Wealth Concepts
Massachusetts
$2.41M +$507K +1,895 +27%
CGH
490
Crossmark Global Holdings
Texas
$2.41M -$466K -1,740 -16%
AF
491
Arrow Financial
New York
$2.37M -$69.3K -259 -3%
ALMGDA
492
AG2R La Mondiale Gestion d'Actifs
France
$2.35M +$48.4K +181 +2%
FNA
493
First National Advisers
Nebraska
$2.34M +$24.1K +90 +1%
AEPWM
494
Atlantic Edge Private Wealth Management
Florida
$2.33M -$33.4K -125 -1%
AI
495
Accredited Investors
Minnesota
$2.32M – – –
1832 Asset Management
496
1832 Asset Management
Ontario, Canada
$2.31M +$37.7K +141 +2%
JCM
497
Jacobi Capital Management
Pennsylvania
$2.3M +$54.3K +203 +2%
WB
498
Webster Bank
Connecticut
$2.29M -$100K -375 -4%
CB
499
Cadence Bank
Mississippi
$2.29M +$2.29M +8,541 New
AF
500
Allworth Financial
California
$2.26M +$562K +2,101 +33%
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