TRV icon

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 %
JWM
826
Jeppson Wealth Management
California
$666K – – –
BTW
827
Boston Trust Walden
Massachusetts
$665K -$26.8K -100 -4%
GS
828
GWN Securities
Florida
$664K -$1.37M -5,025 -67%
WCWM
829
Wooster Corthell Wealth Management
Connecticut
$662K – – –
SG
830
StoneX Group
New York
$662K -$46.9K -175 -7%
ICP
831
Interchange Capital Partners
Pennsylvania
$661K +$803 +3 +0.1%
BIA
832
Beacon Investment Advisors
Maryland
$660K – – –
ESB
833
Essex Savings Bank
Connecticut
$658K -$4.55K -17 -0.7%
CIA
834
Capital Investment Advisors
Georgia
$655K +$14.2K +53 +2%
GC
835
Grimes & Company
Massachusetts
$653K -$42.8K -160 -6%
SWP
836
Sagespring Wealth Partners
Tennessee
$652K +$106K +397 +19%
BWM
837
Baron Wealth Management
Michigan
$648K +$53K +198 +9%
NWM
838
Northcape Wealth Management
New York
$642K – – –
WS
839
Wedbush Securities
California
$641K -$8.02K -30 -1%
1IA
840
1620 Investment Advisors
Massachusetts
$633K +$6.96K +26 +1%
NPT
841
Nixon Peabody Trust
Massachusetts
$630K -$13.4K -50 -2%
TWA
842
TCI Wealth Advisors
Arizona
$630K +$3.75K +14 +0.6%
RC
843
Rexford Capital
Texas
$629K +$629K +2,352 New
I
844
InceptionR
California
$629K +$629K +2,351 New
SWP
845
Stratos Wealth Partners
Ohio
$624K -$48.7K -182 -7%
LI
846
LMCG Investments
Massachusetts
$624K +$4.55K +17 +0.7%
AIM
847
Alhambra Investment Management
Florida
$623K -$13.4K -50 -2%
HWMO
848
Heritage Wealth Management (Ohio)
Ohio
$623K – – –
UCB
849
United Community Bank
South Carolina
$623K -$120K -448 -16%
MA
850
MONECO Advisors
Connecticut
$623K +$535 +2 +0.1%
32 33
34
35 36