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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 %
SSWM
526
Smith Salley Wealth Management
North Carolina
$2.03M +$68K +254 +3%
Fayez Sarofim & Co
527
Fayez Sarofim & Co
Texas
$2.03M -$30.8K -115 -1%
AT
528
Avalon Trust
New Mexico
$2.02M +$382K +1,429 +23%
BMC
529
Benin Management Corp
Connecticut
$2.01M -$8.83K -33 -0.4%
MYAM
530
Meiji Yasuda Asset Management
Japan
$2M -$647K -2,420 -24%
VVP
531
Venture Visionary Partners
Ohio
$1.98M +$1.34K +5 +0.1%
OIA
532
OneDigital Investment Advisors
Kansas
$1.98M -$335K -1,251 -14%
QWM
533
Quadcap Wealth Management
Texas
$1.97M +$448K +1,676 +29%
EFS
534
Essex Financial Services
Connecticut
$1.97M +$55.9K +209 +3%
TI
535
Tidal Investments
Wisconsin
$1.96M -$749K -2,800 -28%
DWM
536
Dakota Wealth Management
Florida
$1.95M -$173K -645 -8%
MOS
537
MGO One Seven
Ohio
$1.95M +$37.2K +139 +2%
JFGIW
538
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.94M +$117K +436 +6%
NMIMC
539
Northwestern Mutual Investment Management Company
Wisconsin
$1.93M +$4.28K +16 +0.2%
CWP
540
Concord Wealth Partners
Virginia
$1.93M +$28.6K +107 +2%
CAMV
541
Concord Asset Management (Virginia)
Virginia
$1.93M +$135K +504 +8%
CCP
542
Carmel Capital Partners
California
$1.92M +$1.92M +7,192 New
CA
543
Clearstead Advisors
Ohio
$1.91M +$70.4K +263 +4%
FAM
544
Fulcrum Asset Management
United Kingdom
$1.91M +$1.91M +7,127 New
WA
545
WBH Advisory
Maryland
$1.9M -$80.3K -300 -4%
SDIC
546
South Dakota Investment Council
South Dakota
$1.88M – – –
VT
547
Vise Technologies
New York
$1.88M +$1.88M +7,017 New
GFA
548
Gifford Fong Associates
California
$1.87M – – –
JSL
549
JT Stratford LLC
Georgia
$1.87M +$333K +1,243 +22%
KIM
550
Kestra Investment Management
Texas
$1.87M +$582K +2,194 +45%
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