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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 %
ACA
551
Aptus Capital Advisors
Alabama
$1.87M +$285K +1,066 +18%
AG
552
Ascent Group
Virginia
$1.86M +$110K +410 +6%
Assenagon Asset Management
553
Assenagon Asset Management
Luxembourg
$1.86M -$130M -485,643 -99%
Eagle Capital Management (New York)
554
Eagle Capital Management (New York)
New York
$1.85M – – –
NA
555
Nordwand Advisors
Pennsylvania
$1.84M +$1.8M +6,740 +4,493%
NHC
556
Nicholas Hoffman & Company
Georgia
$1.84M -$7.22K -27 -0.4%
PA
557
Parallel Advisors
California
$1.84M +$59.1K +221 +3%
JSSH
558
J. Safra Sarasin Holding
$1.82M +$1.82M +6,814 New
BFG
559
Beacon Financial Group
Texas
$1.82M +$3.75K +14 +0.2%
TMAM
560
Tokio Marine Asset Management
Japan
$1.81M +$76.8K +287 +4%
BF
561
BOK Financial
Oklahoma
$1.81M -$87K -325 -5%
Jones Financial Companies
562
Jones Financial Companies
Missouri
$1.81M +$369K +1,401 +26%
S
563
SignatureFD
Georgia
$1.79M +$27K +101 +2%
BAM
564
Bayview Asset Management
Florida
$1.79M +$1.79M +6,700 New
NFA
565
Northern Financial Advisors
Michigan
$1.79M +$32.9K +123 +2%
SWM
566
Spire Wealth Management
Virginia
$1.79M +$1.14M +4,320 +176%
HAG
567
HighPoint Advisor Group
Illinois
$1.79M +$38.5K +144 +2%
BWP
568
BSW Wealth Partners
Colorado
$1.78M +$44.4K +166 +3%
MC
569
Muhlenkamp & Co
Pennsylvania
$1.78M – – –
BEI
570
Benjamin Edwards Inc
Missouri
$1.77M +$55.9K +209 +3%
TIM
571
Tevis Investment Management
Texas
$1.76M -$21.4K -80 -1%
PA
572
Profund Advisors
Maryland
$1.76M -$204K -762 -10%
APIM
573
Agate Pass Investment Management
Washington
$1.76M – – –
DI
574
DAGCO Inc
Ohio
$1.75M +$1.75M +6,549 New
PCMU
575
Paragon Capital Management (Utah)
Utah
$1.75M -$36.9K -138 -2%
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