Travelers Companies
1,630 hedge funds and large institutions have $50.7B invested in Travelers Companies in 2025 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 595 increasing their positions, 560 reducing their positions, and 115 closing their positions.
13% more first-time investments, than exits
New positions opened: 130 | Existing positions closed: 115
10% more call options, than puts
Call options by funds: $159M | Put options by funds: $144M
6% more repeat investments, than reductions
Existing positions increased: 595 | Existing positions reduced: 560
2% more capital invested
Capital invested by funds: $49.8B → $50.7B (+$890M)
0.87% more ownership
Funds ownership: 83.05% → 83.92% (+0.87%)
0% less funds holding
Funds holding: 1,633 → 1,630 (-3)
32% less funds holding in top 10
Funds holding in top 10: 19 → 13 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS AM
Chicago,
Illinois
|
+$617M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$578M |
| 3 |
BlackRock
New York
|
+$203M |
| 4 |
JP Morgan Chase
New York
|
+$198M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$175M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$136M |
| 2 |
BG
Bahl & Gaynor
Cincinnati,
Ohio
|
-$135M |
| 3 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$128M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$99.9M |
| 5 |
Millennium Management
New York
|
-$94.3M |
TRV Hedge Fund Activity: Q2 2025 in Review
1,630 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Travelers Companies (TRV) for Q2 2025, worth a combined $50.7B — up 1.8% from $49.8B a quarter earlier.
Buyers outnumbered sellers: 130 funds opened new TRV positions and 115 closed out — a net gain of 15 holders — while 595 added to existing stakes and 560 trimmed.
The largest buyer was UBS AM, adding an estimated $617M. The largest seller was Balyasny Asset Management, cutting an estimated $136M.
- 1,630 institutional investors held Travelers Companies (TRV) as of Q2 2025, down from 1,633 in Q1 2025.
- Funds reported $50.7B of Travelers Companies stock for Q2 2025, up 1.8% quarter-over-quarter.
- 130 funds opened new Travelers Companies positions in Q2 2025 and 115 closed out, a net change of +15 holders.
- The largest Travelers Companies buyer in Q2 2025 was UBS AM, an estimated $617M added.
- The largest Travelers Companies seller in Q2 2025 was Balyasny Asset Management, an estimated $136M sold.
Based on aggregated 13F filings for Q2 2025.