TRV icon

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 %
AG
551
Ascent Group
Virginia
$1.86M +$110K +410 +6%
Assenagon Asset Management
552
Assenagon Asset Management
Luxembourg
$1.86M -$130M -485,643 -99%
Eagle Capital Management (New York)
553
Eagle Capital Management (New York)
New York
$1.85M – – –
NA
554
Nordwand Advisors
Pennsylvania
$1.84M +$1.8M +6,740 +4,493%
NHC
555
Nicholas Hoffman & Company
Georgia
$1.84M -$7.22K -27 -0.4%
PA
556
Parallel Advisors
California
$1.84M +$59.1K +221 +3%
JSSH
557
J. Safra Sarasin Holding
$1.82M +$1.82M +6,814 New
BFG
558
Beacon Financial Group
Texas
$1.82M +$3.75K +14 +0.2%
TMAM
559
Tokio Marine Asset Management
Japan
$1.81M +$76.8K +287 +4%
BF
560
BOK Financial
Oklahoma
$1.81M -$87K -325 -5%
Jones Financial Companies
561
Jones Financial Companies
Missouri
$1.81M +$369K +1,401 +26%
S
562
SignatureFD
Georgia
$1.79M +$27K +101 +2%
BAM
563
Bayview Asset Management
Florida
$1.79M +$1.79M +6,700 New
NFA
564
Northern Financial Advisors
Michigan
$1.79M +$32.9K +123 +2%
SWM
565
Spire Wealth Management
Virginia
$1.79M +$1.14M +4,320 +176%
HAG
566
HighPoint Advisor Group
Illinois
$1.79M +$38.5K +144 +2%
BWP
567
BSW Wealth Partners
Colorado
$1.78M +$44.4K +166 +3%
MC
568
Muhlenkamp & Co
Pennsylvania
$1.78M – – –
BEI
569
Benjamin Edwards Inc
Missouri
$1.77M +$55.9K +209 +3%
TIM
570
Tevis Investment Management
Texas
$1.76M -$21.4K -80 -1%
PA
571
Profund Advisors
Maryland
$1.76M -$204K -762 -10%
APIM
572
Agate Pass Investment Management
Washington
$1.76M – – –
DI
573
DAGCO Inc
Ohio
$1.75M +$1.75M +6,549 New
PCMU
574
Paragon Capital Management (Utah)
Utah
$1.75M -$36.9K -138 -2%
RMC
575
Resources Management Corp
Connecticut
$1.75M – – –
21 22
23
24 25