Travelers Companies
1,633 hedge funds and large institutions have $49.8B invested in Travelers Companies in 2025 Q1 according to their latest regulatory filings, with 176 funds opening new positions, 533 increasing their positions, 617 reducing their positions, and 96 closing their positions.
83% more first-time investments, than exits
New positions opened: 176 | Existing positions closed: 96
36% more funds holding in top 10
Funds holding in top 10: 14 → 19 (+5)
18% more call options, than puts
Call options by funds: $189M | Put options by funds: $161M
3% more funds holding
Funds holding: 1,578 → 1,633 (+55)
0.44% less ownership
Funds ownership: 83.49% → 83.05% (-0.44%)
5% less capital invested
Capital invested by funds: $52.4B → $49.8B (-$2.6B)
14% less repeat investments, than reductions
Existing positions increased: 533 | Existing positions reduced: 617
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$239M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$213M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$209M |
| 4 |
BG
Bahl & Gaynor
Cincinnati,
Ohio
|
+$122M |
| 5 |
Goldman Sachs
New York
|
+$97.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS AM
Chicago,
Illinois
|
-$526M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$204M |
| 3 |
Viking Global Investors
Stamford,
Connecticut
|
-$162M |
| 4 |
Nordea Investment Management
Stockholm,
Sweden
|
-$156M |
| 5 |
JP Morgan Chase
New York
|
-$133M |
TRV Hedge Fund Activity: Q1 2025 in Review
1,633 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Travelers Companies (TRV) for Q1 2025, worth a combined $49.8B — down 5% from $52.4B a quarter earlier.
Buyers outnumbered sellers: 176 funds opened new TRV positions and 96 closed out — a net gain of 80 holders — while 533 added to existing stakes and 617 trimmed.
The largest buyer was BlackRock, adding an estimated $239M. The largest seller was UBS AM, cutting an estimated $526M.
- 1,633 institutional investors held Travelers Companies (TRV) as of Q1 2025, up from 1,578 in Q4 2024.
- Funds reported $49.8B of Travelers Companies stock for Q1 2025, down 5% quarter-over-quarter.
- 176 funds opened new Travelers Companies positions in Q1 2025 and 96 closed out, a net change of +80 holders.
- The largest Travelers Companies buyer in Q1 2025 was BlackRock, an estimated $239M added.
- The largest Travelers Companies seller in Q1 2025 was UBS AM, an estimated $526M sold.
Based on aggregated 13F filings for Q1 2025.