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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 %
MAS
601
Meeder Advisory Services
Ohio
$1.57M +$69.6K +260 +5%
CCM
602
Cinctive Capital Management
New York
$1.57M +$1.57M +5,883 New
KPWS
603
Kestra Private Wealth Services
Texas
$1.57M -$858K -3,207 -35%
SW
604
SlateStone Wealth
Florida
$1.55M +$69.3K +259 +5%
CIC
605
Cornercap Investment Counsel
Georgia
$1.52M -$331K -1,239 -18%
WA
606
Wealth Alliance
New York
$1.52M +$4.55K +17 +0.3%
TCOV
607
Trust Company of Vermont
Vermont
$1.51M -$11.5K -43 -0.8%
VSQM
608
V-Square Quantitative Management
Illinois
$1.5M -$13.1K -49 -0.9%
SC
609
SummitTX Capital
Texas
$1.49M -$280K -1,046 -16%
HWM
610
HighMark Wealth Management
Minnesota
$1.49M +$268 +1 +0%
PCA
611
Pallas Capital Advisors
Massachusetts
$1.49M +$142K +531 +11%
GWM
612
Geneos Wealth Management
Colorado
$1.48M -$1.09M -4,061 -42%
ONB
613
Old National Bancorp
Indiana
$1.48M +$283K +1,058 +24%
NWAG
614
Net Worth Advisory Group
Utah
$1.47M +$58.3K +218 +4%
AI
615
Arvest Investments
Arkansas
$1.47M -$4.82K -18 -0.3%
EWM
616
Elmwood Wealth Management
California
$1.46M – – –
IFWM
617
Institute for Wealth Management
Colorado
$1.46M -$6.42K -24 -0.4%
BAM
618
Belpointe Asset Management
Nevada
$1.45M -$375K -1,402 -21%
LBC
619
Lowe Brockenbrough & Co
Virginia
$1.45M -$30K -112 -2%
DWA
620
Douglass Winthrop Advisors
New York
$1.44M – – –
SLI
621
Sumitomo Life Insurance
Japan
$1.43M -$89.4K -334 -6%
VIA
622
Virtus Investment Advisers
Connecticut
$1.43M -$99.5K -372 -7%
HTC
623
Haverford Trust Company
Pennsylvania
$1.43M +$12.3K +46 +0.9%
BOTPPF
624
Board of the Pension Protection Fund
United Kingdom
$1.42M +$1.42M +5,300 New
GWP
625
Gen-Wealth Partners
Michigan
$1.42M -$51.4K -192 -4%
23 24
25
26 27