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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 %
FFA
726
Farther Finance Advisors
California
$933K -$44.7K -167 -5%
GP
727
Guardian Partners
Canada
$931K -$119K -465 -11%
LA
728
LVW Advisors
New York
$927K +$191K +714 +26%
PWMAG
729
Pinnacle Wealth Management Advisory Group
New Jersey
$925K +$1.61K +6 +0.2%
PF
730
Phoenix Financial
Israel
$923K +$923K +3,450 New
LCWP
731
Legacy Capital Wealth Partners
Arkansas
$922K -$48.4K -181 -5%
AFG
732
Atomi Financial Group
New York
$908K +$53.5K +200 +6%
EAM
733
Empirical Asset Management
Massachusetts
$906K +$12.3K +46 +1%
JWBC
734
J.W. Burns & Co
New York
$902K – – –
AWM
735
Apollon Wealth Management
South Carolina
$900K -$59.4K -222 -6%
WANY
736
Wealthspire Advisors (New York)
New York
$899K -$58.6K -219 -6%
LAIC
737
Lederer & Associates Investment Counsel
California
$898K -$803 -3 -0.1%
AAM
738
Aureus Asset Management
Massachusetts
$893K -$100K -375 -10%
TWM
739
Tradition Wealth Management
Minnesota
$893K -$5.08K -19 -0.6%
USB
740
Union Savings Bank
Connecticut
$889K -$35.4K -136 -4%
MDA
741
Minot DeBlois Advisors
Massachusetts
$886K +$1.61K +6 +0.2%
SC
742
Searle & Co
Connecticut
$884K – – –
SDJVC
743
St. Denis J. Villere & Co
Louisiana
$884K – – –
SA
744
Strategic Advisors
New York
$875K -$23.3K -87 -3%
MPPW
745
Mitchell & Pahl Private Wealth
Oklahoma
$873K -$15.5K -58 -2%
AAM
746
AR Asset Management
California
$873K – – –
LCM
747
LVM Capital Management
Michigan
$870K – – –
LCM
748
Landscape Capital Management
New Jersey
$869K +$869K +3,247 New
UFF
749
USA Financial Formulas
Michigan
$868K +$868K +3,243 New
SC
750
Syon Capital
California
$862K +$11.5K +43 +1%
28 29
30
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