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Travelers Companies
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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 %
CFO
626
Callan Family Office
Pennsylvania
$1.41M +$948K +3,542 +204%
DAS
627
Dynamic Advisor Solutions
Arizona
$1.41M +$11.5K +43 +0.8%
GT
628
Glenview Trust
Kentucky
$1.41M +$118K +441 +9%
RC
629
Roundview Capital
New Jersey
$1.41M -$7.76K -29 -0.5%
BTI
630
Blue Trust Inc
Georgia
$1.41M +$12.6K +47 +0.9%
GIA
631
Guyasuta Investment Advisors
Pennsylvania
$1.38M +$18.7K +70 +1%
VFA
632
Valeo Financial Advisors
Indiana
$1.37M +$11K +41 +0.8%
PTC
633
Private Trust Company
Ohio
$1.37M -$45.2K -169 -3%
GCM
634
Garland Capital Management
Washington
$1.36M -$4.32M -16,138 -76%
FNBT
635
FineMark National Bank & Trust
Florida
$1.36M -$3.75K -14 -0.3%
JIC
636
Joel Isaacson & Co
New York
$1.35M -$12K -45 -0.9%
PIM
637
Plato Investment Management
Australia
$1.35M +$800 +3 +0.1%
RBWA
638
RFG - Bristol Wealth Advisors
Massachusetts
$1.35M -$174K -649 -11%
JIC
639
Johnson Investment Counsel
Ohio
$1.34M -$7.49K -28 -0.6%
MSA
640
MUFG Securities Americas
New York
$1.34M +$270K +1,008 +25%
WA
641
Waverly Advisors
Alabama
$1.34M +$89.1K +333 +7%
TCOT
642
Trust Company of Toledo
Ohio
$1.34M – – –
BCM
643
Barden Capital Management
Texas
$1.34M -$40.4K -151 -3%
PWA
644
Providence Wealth Advisors
Illinois
$1.33M +$47K +178 +4%
PA
645
PFG Advisors
Arizona
$1.33M +$188K +704 +17%
HCA
646
Harbor Capital Advisors
Illinois
$1.33M -$802 -3 -0.1%
BRWA
647
B. Riley Wealth Advisors
Florida
$1.32M +$1.32M +4,940 New
CCM
648
Coldstream Capital Management
Washington
$1.32M -$29.2K -109 -2%
SC
649
Stance Capital
Massachusetts
$1.32M +$1.32M +4,939 New
BFA
650
Beaumont Financial Advisors
Massachusetts
$1.31M +$29.7K +111 +2%
24 25
26
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