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Travelers Companies
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Overview Fund Activity

1,602 hedge funds and large institutions have $50.4B invested in Travelers Companies in 2025 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 591 increasing their positions, 548 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,602
Holders Change
-10
Holders Change %
-0.62%
% of All Funds
21.47%
Holding in Top 10
13
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-31.58%
% of All Funds
0.17%
New
127
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 %
AF
501
Allworth Financial
California
$2.26M +$562K +2,101 +33%
TA
502
Tectonic Advisors
Texas
$2.24M -$122K -455 -5%
OC
503
Oppenheimer & Co
New York
$2.24M -$117K -438 -5%
WCM
504
Weaver Capital Management
Georgia
$2.23M -$88K -329 -4%
OTL
505
Oak Thistle LLC
New York
$2.23M +$1.59M +5,945 +250%
SIG
506
Stonegate Investment Group
Alabama
$2.22M -$64.7K -242 -3%
CL
507
CIM LLC
New York
$2.2M +$20.6K +77 +0.9%
EF
508
Empirical Finance
Pennsylvania
$2.19M +$14.7K +55 +0.7%
FNT
509
First National Trust
Pennsylvania
$2.17M -$112K -417 -5%
AIA
510
AssuredPartners Investment Advisors
Florida
$2.17M +$2.17M +8,093 New
FFN
511
Focus Financial Network
Minnesota
$2.16M +$26K +97 +1%
BTC
512
Bank & Trust Company
Illinois
$2.16M -$11.5K -43 -0.5%
SPC
513
Sigma Planning Corp
Michigan
$2.14M -$425K -1,589 -17%
CWP
514
Capital Wealth Planning
Florida
$2.14M – – –
AA
515
Ancora Advisors
Ohio
$2.13M +$17.1K +64 +0.8%
GCM
516
Genus Capital Management
British Columbia, Canada
$2.13M +$2.13M +7,972 New
FFWA
517
FRG Family Wealth Advisors
Washington
$2.11M – – –
AI
518
Atom Investors
Texas
$2.07M +$2.07M +7,754 New
SCA
519
Snowden Capital Advisors
New York
$2.07M -$46.3K -173 -2%
CSP
520
Cary Street Partners
Virginia
$2.07M +$9.63K +36 +0.5%
EWA
521
EP Wealth Advisors
California
$2.06M +$1.34K +5 +0.1%
OAM
522
Ostrum Asset Management
France
$2.06M -$498K -1,860 -19%
SGI
523
Summit Global Investments
Utah
$2.05M -$1.47M -5,493 -42%
NGA
524
Naples Global Advisors
Florida
$2.05M -$33.4K -125 -2%
MMPW
525
Mitchell McLeod Pugh & Williams
Alabama
$2.04M +$1.07K +4 +0.1%
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