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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 %
CAM
901
Cidel Asset Management
Ontario, Canada
$540K -$89.6K -335 -14%
MSFP
902
Mark Sheptoff Financial Planning
Connecticut
$539K – – –
PMWMG
903
Parr McKnight Wealth Management Group
Minnesota
$539K – – –
DWM
904
Defined Wealth Management
Oregon
$535K +$3.75K +14 +0.7%
MFIM
905
Mesirow Financial Investment Management
Illinois
$533K +$12K +45 +2%
PMSA
906
Patrick M. Sweeney & Associates
Illinois
$532K +$5.28K +20 +1%
FTC
907
Farmers Trust Company
Ohio
$531K +$134K +500 +34%
MGIA
908
Moneta Group Investment Advisors
Missouri
$530K +$108K +402 +25%
GRP
909
Global Retirement Partners
California
$529K +$529K +1,978 New
PP
910
PDS Planning
Ohio
$527K +$15.5K +58 +3%
PJSIMP
911
P.J. Schmidt Investment Management (PJS)
Wisconsin
$524K +$104K +390 +25%
PFBT
912
Parkside Financial Bank & Trust
Missouri
$523K +$26.8K +100 +5%
RT
913
Rockland Trust
Massachusetts
$522K -$6.15K -23 -1%
BOH
914
Bank of Hawaii
Hawaii
$519K – – –
BWM
915
Brown Wealth Management
Illinois
$517K -$13.6K -51 -3%
MIM
916
Marco Investment Management
Georgia
$516K -$1.61K -6 -0.3%
VBCG
917
Valley Brook Capital Group
Pennsylvania
$513K – – –
OAM
918
Oberweis Asset Management
Illinois
$513K +$535 +2 +0.1%
AWM
919
AE Wealth Management
Kansas
$512K -$65.3K -244 -11%
BCA
920
Bay Colony Advisors
Massachusetts
$512K -$26.5K -99 -5%
NAS
921
NWF Advisory Services
California
$511K -$11K -41 -2%
SOW
922
State of Wyoming
Wyoming
$510K -$96.8K -362 -16%
ST
923
Spinnaker Trust
Maine
$510K – – –
BFM
924
Boothbay Fund Management
New York
$509K +$509K +1,903 New
NIM
925
Northeast Investment Management
Massachusetts
$508K – – –
35 36
37
38 39