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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 %
MYLI
676
Meiji Yasuda Life Insurance
Japan
$1.12M +$79.2K +296 +8%
HSA
677
HBK Sorce Advisory
Pennsylvania
$1.11M -$4.01K -15 -0.4%
Man Group
678
Man Group
United Kingdom
$1.11M -$24.2M -90,422 -96%
CRI
679
Commonwealth Retirement Investments
Virginia
$1.1M +$1.1M +4,121 New
IA
680
IFC Advisors
California
$1.1M – – –
WPA
681
West Paces Advisors
Georgia
$1.1M -$30.5K -114 -3%
TAM
682
Tocqueville Asset Management
New York
$1.1M -$266K -994 -19%
JC
683
JB Capital
Connecticut
$1.1M +$76.2K +285 +7%
VRM
684
Vectors Research Management
New York
$1.1M +$18.5K +69 +2%
WC
685
Westerkirk Capital
$1.1M +$1.1M +4,100 New
CF
686
Copperwynd Financial
Arizona
$1.09M +$16.9K +63 +2%
FWM
687
Forza Wealth Management
Florida
$1.09M – – –
FTWA
688
Fifth Third Wealth Advisors
Ohio
$1.08M -$6.42K -24 -0.6%
CRC
689
Curi RMB Capital
Illinois
$1.08M +$573K +2,143 +112%
PG
690
Prostatis Group
Maryland
$1.08M -$85.3K -319 -7%
SCM
691
Sterneck Capital Management
Missouri
$1.07M – – –
YIM
692
Yoffe Investment Management
Pennsylvania
$1.07M +$268 +1 +0%
MAM
693
MWA Asset Management
Massachusetts
$1.06M +$34.2K +128 +3%
CCIA
694
Campbell & Co Investment Adviser
Maryland
$1.06M -$5.37M -20,086 -84%
AFA
695
AA Financial Advisors
Ohio
$1.05M -$178K -666 -14%
Los Angeles Capital Management
696
Los Angeles Capital Management
California
$1.05M +$753K +2,813 +253%
CMI
697
Clare Market Investments
Texas
$1.05M +$297K +1,109 +40%
BTWM
698
Baker Tilly Wealth Management
Wisconsin
$1.03M -$81.6K -305 -7%
NP
699
NorthRock Partners
Minnesota
$1.03M +$128K +478 +14%
FW
700
FullCircle Wealth
Texas
$1.02M -$2.37K -9 -0.2%
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