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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 %
CWM
801
Connecticut Wealth Management
Connecticut
$726K -$14.4K -54 -2%
BWP
802
Baldwin Wealth Partners
Massachusetts
$726K -$6.96K -26 -0.9%
MWPCG
803
Measured Wealth Private Client Group
New Hampshire
$713K +$156K +583 +28%
RIG
804
RiverFront Investment Group
Virginia
$712K +$327K +1,221 +85%
EB
805
Eastern Bank
Massachusetts
$712K -$53.5K -200 -7%
AWM
806
Aries Wealth Management
Maine
$711K -$257K -960 -27%
AAP
807
Arax Advisory Partners
Colorado
$703K -$182K -635 -21%
PEAK6
808
PEAK6
Illinois
$701K +$701K +2,619 +130,950%
TAM
809
Trust Asset Management
Texas
$701K – – –
WF
810
Welch & Forbes
Massachusetts
$699K -$2.68K -10 -0.4%
OFS
811
Orrstown Financial Services
Pennsylvania
$699K – – –
JAG
812
Journey Advisory Group
Kentucky
$694K – – –
IPW
813
Inlet Private Wealth
Florida
$693K – – –
Legacy Financial Group (Iowa)
814
Legacy Financial Group (Iowa)
Iowa
$692K +$53.2K +199 +8%
CP
815
CenterBook Partners
Connecticut
$692K +$692K +2,586 New
PNC
816
Park National Corp
Ohio
$690K +$10.7K +40 +2%
FSA
817
Franklin Street Advisors
North Carolina
$690K – – –
FNBSF
818
First National Bank Sioux Falls
South Dakota
$686K +$4.82K +18 +0.7%
IAS
819
Insigneo Advisory Services
Florida
$678K -$28.9K -108 -4%
TVM
820
True Vision MN
Minnesota
$677K – – –
GCP
821
GSA Capital Partners
United Kingdom
$676K +$115K +428 +20%
SFS
822
Stiles Financial Services
Minnesota
$675K -$11.8K -44 -2%
BCM
823
Brookstone Capital Management
Illinois
$674K +$184K +687 +38%
SVWAG
824
Sound View Wealth Advisors Group
Georgia
$669K -$25.1K -94 -4%
PA
825
Procyon Advisors
Connecticut
$669K -$4.34M -16,216 -87%
31 32
33
34 35