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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 %
TA
501
Tectonic Advisors
Texas
$2.24M -$122K -455 -5%
OC
502
Oppenheimer & Co
New York
$2.24M -$117K -438 -5%
WCM
503
Weaver Capital Management
Georgia
$2.23M -$88K -329 -4%
OTL
504
Oak Thistle LLC
New York
$2.23M +$1.59M +5,945 +250%
SIG
505
Stonegate Investment Group
Alabama
$2.22M -$64.7K -242 -3%
CL
506
CIM LLC
New York
$2.2M +$20.6K +77 +0.9%
EF
507
Empirical Finance
Pennsylvania
$2.19M +$14.7K +55 +0.7%
FNT
508
First National Trust
Pennsylvania
$2.17M -$112K -417 -5%
AIA
509
AssuredPartners Investment Advisors
Florida
$2.17M +$2.17M +8,093 New
FFN
510
Focus Financial Network
Minnesota
$2.16M +$26K +97 +1%
BTC
511
Bank & Trust Company
Illinois
$2.16M -$11.5K -43 -0.5%
SPC
512
Sigma Planning Corp
Michigan
$2.14M -$425K -1,589 -17%
CWP
513
Capital Wealth Planning
Florida
$2.14M – – –
AA
514
Ancora Advisors
Ohio
$2.13M +$17.1K +64 +0.8%
GCM
515
Genus Capital Management
British Columbia, Canada
$2.13M +$2.13M +7,972 New
FFWA
516
FRG Family Wealth Advisors
Washington
$2.11M – – –
AI
517
Atom Investors
Texas
$2.07M +$2.07M +7,754 New
SCA
518
Snowden Capital Advisors
New York
$2.07M -$46.3K -173 -2%
CSP
519
Cary Street Partners
Virginia
$2.07M +$9.63K +36 +0.5%
EWA
520
EP Wealth Advisors
California
$2.06M +$1.34K +5 +0.1%
OAM
521
Ostrum Asset Management
France
$2.06M -$498K -1,860 -19%
SGI
522
Summit Global Investments
Utah
$2.05M -$1.47M -5,493 -42%
NGA
523
Naples Global Advisors
Florida
$2.05M -$33.4K -125 -2%
MMPW
524
Mitchell McLeod Pugh & Williams
Alabama
$2.04M +$1.07K +4 +0.1%
SSWM
525
Smith Salley Wealth Management
North Carolina
$2.03M +$68K +254 +3%
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