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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 %
BFS
701
Bard Financial Services
Connecticut
$1.01M – – –
SAM
702
Silvercrest Asset Management
New York
$1.01M -$124K -465 -11%
HNW
703
High Note Wealth
Minnesota
$1.01M – – –
P
704
Pitcairn
Pennsylvania
$1M -$148K -553 -13%
KCM
705
Kanawha Capital Management
Virginia
$995K – – –
ST
706
Smithfield Trust
Pennsylvania
$991K -$12K -45 -1%
PI
707
PFG Investments
New York
$991K +$57K +213 +6%
LTAS
708
Linden Thomas Advisory Services
North Carolina
$987K +$1.61K +6 +0.2%
CPCPP
709
Canada Post Corporation Pension Plan
Canada
$987K +$987K +3,691 New
ANTB
710
AMG National Trust Bank
Colorado
$987K -$44.4K -166 -4%
RIL
711
Rothschild Investment LLC
Illinois
$986K +$6.96K +26 +0.7%
WLG
712
Williamson Legacy Group
Indiana
$984K +$984K +3,679 New
1NWS
713
1 North Wealth Services
Maryland
$983K -$8.03K -30 -0.8%
NFSG
714
Newbridge Financial Services Group
Florida
$972K -$34.5K -129 -3%
STA
715
Summit Trail Advisors
New York
$970K +$970K +3,627 New
AWM
716
Axxcess Wealth Management
California
$970K -$392K -1,467 -29%
LFG
717
Larson Financial Group
Missouri
$958K +$37.5K +140 +4%
AAIS
718
ABN AMRO Investment Solutions
$954K – – –
BWAM
719
Boyd Watterson Asset Management
Ohio
$947K – – –
SIA
720
Soltis Investment Advisors
Utah
$943K +$81.1K +303 +9%
IQI
721
Integrated Quantitative Investments
Washington
$942K +$942K +3,522 New
CTC
722
Central Trust Company
Missouri
$940K -$22.7K -85 -2%
ACA
723
Atlas Capital Advisors
Wyoming
$940K -$279K -1,044 -23%
ACM
724
Aljian Capital Management
Nevada
$939K – – –
CBUSF
725
Construction & Building Unions Superannuation Fund
Australia
$936K +$936K +3,500 New
27 28
29
30 31