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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 %
Walleye Trading
651
Walleye Trading
New York
$1.3M +$1.3M +4,851 New
HDIM
652
Hanson & Doremus Investment Management
Vermont
$1.29M -$95K -355 -7%
DWT
653
Dorsey & Whitney Trust
South Dakota
$1.28M +$9.1K +34 +0.7%
SYBT
654
Stock Yards Bank & Trust
Kentucky
$1.28M +$95.2K +356 +8%
BJL
655
Brighton Jones LLC
Washington
$1.27M +$266K +994 +27%
ZBNA
656
Zions Bancorporation, National Association
Utah
$1.25M +$1.07K +4 +0.1%
B
657
Bailard
California
$1.25M +$61.8K +231 +5%
CIP
658
Convergence Investment Partners
Florida
$1.24M +$1.03M +3,845 +476%
TFA
659
Transamerica Financial Advisors
Florida
$1.24M -$85.9K -321 -6%
FLPIM
660
F.L. Putnam Investment Management
Massachusetts
$1.24M -$7.22K -27 -0.6%
DC
661
Davenport & Co
Virginia
$1.19M +$115K +430 +11%
FMTC
662
Farmers & Merchants Trust Company
California
$1.19M +$815K +3,046 +219%
FFM
663
Forum Financial Management
Illinois
$1.19M +$1.34K +5 +0.1%
OTPPB
664
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.18M +$1.18M +4,417 New
BIM
665
Bridges Investment Management
Nebraska
$1.17M +$2.68K +10 +0.2%
IAMOG
666
Investors Asset Management of Georgia
Georgia
$1.17M – – –
CBA
667
Coastal Bridge Advisors
Connecticut
$1.17M +$1.17M +4,359 New
PWAM
668
Private Wealth Asset Management
Iowa
$1.16M -$111K -414 -9%
Millennium Management
669
Millennium Management
New York
$1.16M -$95.7M -357,579 -99%
CWM
670
Calamos Wealth Management
Illinois
$1.15M +$787K +2,940 +214%
SG
671
Somerset Group
Minnesota
$1.15M – – –
EH
672
Equitable Holdings
New York
$1.15M +$177K +660 +18%
ET
673
Equitable Trust
Tennessee
$1.15M -$19.5K -73 -2%
TBT
674
Texas Bank & Trust
Texas
$1.14M -$112K -417 -9%
TF
675
Tudor Financial
Ohio
$1.12M – – –
25 26
27
28 29