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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 %
RMC
576
Resources Management Corp
Connecticut
$1.75M – – –
TPCW
577
TD Private Client Wealth
New York
$1.75M +$1.75M +6,533 New
QCG
578
Quadrant Capital Group
Ohio
$1.73M +$407K +1,523 +31%
IWM
579
IHT Wealth Management
Illinois
$1.73M -$20.3K -76 -1%
ACM
580
Academy Capital Management
Texas
$1.72M – – –
ANC
581
Ames National Corp
Iowa
$1.71M -$56.2K -210 -3%
VA
582
Vident Advisory
Georgia
$1.71M +$1.08M +4,034 +171%
MNBTD
583
Moody National Bank Trust Division
Texas
$1.7M -$43.3K -162 -2%
LI
584
LRI Investments
Florida
$1.66M -$11.2K -42 -0.7%
EWM
585
Empirical Wealth Management
Washington
$1.66M -$104K -389 -6%
MLA
586
MB, Levis & Associates
Pennsylvania
$1.65M +$36.4K +136 +2%
KRSITF
587
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.65M -$114K -426 -6%
PWC
588
PYA Waltman Capital
Tennessee
$1.64M +$153K +571 +10%
CA
589
Claro Advisors
Massachusetts
$1.63M -$60.2K -225 -4%
VDI
590
Vaughan David Investments
Illinois
$1.63M -$6.69K -25 -0.4%
Squarepoint
591
Squarepoint
New York
$1.63M -$12.7M -47,438 -89%
ATPW
592
Ashton Thomas Private Wealth
Arizona
$1.63M -$47.1K -176 -3%
Grantham, Mayo, Van Otterloo & Co (GMO)
593
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.63M +$1.63M +6,080 New
Focus Partners Wealth
594
Focus Partners Wealth
Massachusetts
$1.62M -$3.15M -11,767 -66%
FT
595
Fiduciary Trust
Massachusetts
$1.62M +$38.5K +144 +2%
CC
596
Courier Capital
New York
$1.61M – – –
SFI
597
Susquehanna Fundamental Investments
Pennsylvania
$1.61M – – –
KCM
598
Kathmere Capital Management
Pennsylvania
$1.6M +$98.5K +368 +7%
NSEDCP
599
NJ State Employees Deferred Compensation Plan
New Jersey
$1.59M – – –
CIA
600
Concurrent Investment Advisors
Florida
$1.59M +$166K +622 +12%
22 23
24
25 26