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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 %
MBTD
926
Mechanics Bank - Trust Department
California
$508K +$53.5K +200 +12%
LSV Asset Management
927
LSV Asset Management
Illinois
$508K -$241K -900 -32%
FNC
928
First National Corp
Massachusetts
$505K – – –
PCIA
929
Prime Capital Investment Advisors
Kansas
$505K -$47.6K -178 -9%
MPIA
930
Mountain Pacific Investment Advisers
Idaho
$500K +$13.4K +50 +3%
TNB
931
Thomasville National Bank
Georgia
$500K +$58.9K +220 +13%
PAM
932
Peak Asset Management
Colorado
$500K +$14.7K +55 +3%
SWM
933
Stockman Wealth Management
Montana
$498K – – –
MYIA
934
Mount Yale Investment Advisors
Colorado
$498K +$268 +1 +0.1%
PCP
935
Proficio Capital Partners
Massachusetts
$495K +$32.6K +122 +7%
CWM
936
Cahaba Wealth Management
Georgia
$494K +$1.61K +6 +0.3%
SA
937
Sylvest Advisors
Texas
$492K – – –
QWP
938
Quotient Wealth Partners
Texas
$491K -$62.9K -235 -11%
ERSOT
939
Employees Retirement System of Texas
Texas
$491K +$491K +1,836 New
DCM
940
Donaldson Capital Management
Indiana
$491K +$5.62K +21 +1%
Fisher Asset Management
941
Fisher Asset Management
Washington
$491K +$84.6K +316 +21%
MA
942
Mutual Advisors
Nebraska
$490K +$202K +775 +70%
SWM
943
SeaCrest Wealth Management
New York
$489K -$12.6K -47 -3%
GWMR
944
GC Wealth Management RIA
Massachusetts
$486K +$486K +1,818 New
BI
945
BFI Infinity
Switzerland
$484K -$8.56K -32 -2%
ACM
946
Advisors Capital Management
New Jersey
$482K +$22.2K +83 +5%
PPWP
947
Premier Path Wealth Partners
New Jersey
$481K +$58.1K +217 +14%
HH
948
Hilltop Holdings
Texas
$479K -$1.88M -7,034 -80%
ECM
949
Evergreen Capital Management
Washington
$474K -$28.4K -106 -6%
WAM
950
WFA Asset Management
Wisconsin
$474K +$4.47K +22 +1%
36 37
38
39 40