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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 %
GEA
1001
Glen Eagle Advisors
New Jersey
$409K -$6.69K -25 -2%
AF
1002
Advisornet Financial
Minnesota
$409K -$53.2K -199 -12%
BFO
1003
Boston Family Office
Massachusetts
$408K – – –
JSW
1004
Journey Strategic Wealth
New Jersey
$407K +$161K +600 +65%
GCM
1005
G2 Capital Management
Ohio
$407K – – –
MCWS
1006
McKinley Carter Wealth Services
West Virginia
$406K – – –
TWM
1007
Trueblood Wealth Management
Ohio
$404K -$4.55K -17 -1%
WSC
1008
Wellington Shields & Co
New York
$403K – – –
AC
1009
AlphaCore Capital
California
$403K +$159K +593 +65%
RC
1010
Randolph Company
Ohio
$402K +$83.5K +312 +26%
NG
1011
Novem Group
New York
$400K -$21.4K -80 -5%
ATFA
1012
All Terrain Financial Advisors
Minnesota
$400K – – –
AO
1013
Advisor OS
Illinois
$399K +$60.2K +225 +18%
KWA
1014
Kingswood Wealth Advisors
California
$398K -$2.41K -9 -0.6%
CT
1015
Colonial Trust
South Carolina
$398K +$803 +3 +0.2%
DS
1016
DRW Securities
Illinois
$396K -$4.06M -15,186 -91%
AWM
1017
Aprio Wealth Management
Georgia
$396K +$63.7K +238 +19%
RSWM
1018
Robertson Stephens Wealth Management
California
$395K +$2.14K +8 +0.5%
FWM
1019
ForthRight Wealth Management
Georgia
$393K -$20.3K -76 -5%
SCP
1020
Sivia Capital Partners
California
$390K -$81.3K -304 -17%
MA
1021
MKT Advisors
California
$390K – – –
SB
1022
Simmons Bank
Arkansas
$389K – – –
SC
1023
Scotia Capital
Ontario, Canada
$388K +$81.9K +306 +27%
DIA
1024
Dana Investment Advisors
Wisconsin
$387K – – –
TIA
1025
Tiemann Investment Advisors
California
$387K -$4.01K -15 -1%
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