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Travelers Companies
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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 %
FCP
776
Fidelis Capital Partners
Florida
$790K +$32.9K +123 +4%
IAN
777
Integrated Advisors Network
Texas
$787K +$252K +941 +47%
BOS
778
Bank of Stockton
California
$777K -$26.8K -100 -3%
BAM
779
Blueshift Asset Management
New Jersey
$777K +$238K +888 +44%
FNFDCM
780
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$776K – – –
IPW
781
Impact Partnership Wealth
Georgia
$773K +$39.3K +147 +5%
FHA
782
Flagship Harbor Advisors
Massachusetts
$770K -$10.4K -39 -1%
SAM
783
Smartleaf Asset Management
Massachusetts
$768K +$36.3K +138 +5%
IWA
784
IBEX Wealth Advisors
New Jersey
$762K +$762K +2,849 New
CHAM
785
Clear Harbor Asset Management
Connecticut
$762K -$1.34K -5 -0.2%
MAM
786
Madison Asset Management
Wisconsin
$760K -$11.2K -42 -1%
BIG
787
Brooklyn Investment Group
New York
$756K +$277K +1,034 +58%
RTC
788
Real Talk Capital
Tennessee
$753K – – –
CGL
789
Clarius Group LLC
Washington
$750K +$35.6K +133 +5%
GWANC
790
Guardian Wealth Advisors (North Carolina)
North Carolina
$747K -$16.9K -63 -2%
CAMG
791
CWA Asset Management Group
Florida
$746K +$114K +427 +18%
GVAG
792
Great Valley Advisor Group
Delaware
$746K +$5.89K +22 +0.8%
BAM
793
Brave Asset Management
New Jersey
$744K – – –
JFA
794
JNBA Financial Advisors
Minnesota
$741K – – –
VT
795
Volterra Technologies
New York
$738K +$738K +2,759 New
MMM
796
Mendel Money Management
Illinois
$734K -$5.35K -20 -0.7%
ABC
797
Associated Banc-Corp
Wisconsin
$731K +$10.4K +39 +1%
SW
798
SkyOak Wealth
Michigan
$728K – – –
HIP
799
HUB Investment Partners
Texas
$728K +$57K +213 +8%
BONH
800
Bank of New Hampshire
New Hampshire
$727K -$29.4K -110 -4%
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