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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 %
MPIAL
1026
Milestones Private Investment Advisors LLC
New York
$385K +$385K +1,440 New
OF
1027
Optimize Financial
California
$384K -$2.68K -10 -0.7%
IC
1028
Inscription Capital
Texas
$383K +$31.8K +119 +9%
WG
1029
Winton Group
United Kingdom
$382K +$382K +1,429 New
DOA
1030
D'Orazio & Associates
Virginia
$382K +$49.5K +185 +15%
HCM
1031
Howard Capital Management
Georgia
$382K +$25.3K +94 +7%
GSEP
1032
Golden State Equity Partners
California
$382K -$36.1K -135 -9%
HPBT
1033
Hickory Point Bank & Trust
Illinois
$380K -$5.62K -21 -1%
AA
1034
Advisory Alpha
Michigan
$379K -$9.63K -36 -2%
WIM
1035
WealthPlan Investment Management
Nebraska
$378K +$378K +1,414 New
KIA
1036
Knollwood Investment Advisory
Maryland
$378K – – –
RWP
1037
RWA Wealth Partners
Massachusetts
$378K +$66.9K +250 +22%
AIM
1038
Aspen Investment Management
Michigan
$376K -$23.8K -89 -6%
GWWM
1039
Great Waters Wealth Management
Minnesota
$375K +$5.35K +20 +1%
HNWA
1040
Henrickson Nauta Wealth Advisors
Michigan
$375K +$1.61K +6 +0.4%
MSS
1041
Mitchell Sinkler & Starr
Pennsylvania
$375K – – –
ABWM
1042
Alpine Bank Wealth Management
Colorado
$373K – – –
SSC
1043
Syverson Strege & Co
Iowa
$373K +$373K +1,393 New
WIC
1044
Woodmont Investment Counsel
Tennessee
$371K – – –
WA
1045
Wealthstar Advisors
Texas
$371K +$1.07K +4 +0.3%
CI Investments Inc
1046
CI Investments Inc
Ontario, Canada
$369K +$64.5K +241 +21%
LAI
1047
Legal Advantage Investments
California
$369K – – –
PL
1048
Plancorp LLC
Missouri
$369K +$4.55K +17 +1%
CAG
1049
Csenge Advisory Group
Florida
$367K +$1.93K +7 +0.5%
DJSG
1050
D.J. St. Germain
Massachusetts
$367K +$99.3K +371 +37%
40 41
42
43 44