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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 %
CFS
1126
CRA Financial Services
New Jersey
$303K -$13.9K -52 -4%
FOA
1127
Five Oceans Advisors
California
$303K +$4.82K +18 +2%
WBC
1128
Westpac Banking Corp
Australia
$303K +$64.2K +240 +27%
QC
1129
Quent Capital
New York
$302K +$4.01K +15 +1%
MSFS
1130
Main Street Financial Solutions
Pennsylvania
$301K +$81.9K +306 +37%
SAM
1131
Sawgrass Asset Management
Florida
$301K -$4.82K -18 -2%
SWTS
1132
Stonehaven Wealth & Tax Solutions
Wisconsin
$300K -$5.62K -21 -2%
JWA
1133
JFS Wealth Advisors
Pennsylvania
$300K – – –
MSA
1134
Marino Stram & Associates
Massachusetts
$300K +$267 +1 +0.1%
PIP
1135
Peachtree Investment Partners
Florida
$299K +$53.8K +201 +22%
AWA
1136
Aaron Wealth Advisors
Illinois
$299K +$9.1K +34 +3%
CAGAS
1137
Capital Advisory Group Advisory Services
Minnesota
$299K – – –
AWM
1138
Accurate Wealth Management
Florida
$299K +$299K +1,166 New
NS
1139
NBC Securities
Alabama
$298K -$502K -1,882 -63%
FMII
1140
Farmers & Merchants Investments Inc
Nebraska
$296K – – –
EA
1141
Everpar Advisors
Oklahoma
$296K +$15.8K +59 +6%
MAM
1142
Mystic Asset Management
Rhode Island
$296K -$10.7K -40 -3%
SWA
1143
Stratos Wealth Advisors
Ohio
$296K -$22.5K -84 -7%
MWS
1144
MFA Wealth Services
California
$295K +$1.87K +7 +0.6%
AC
1145
Avestar Capital
New York
$295K -$535 -2 -0.2%
RA
1146
Ruggaard & Associates
Ohio
$295K +$26.8K +100 +10%
AIM
1147
Anchor Investment Management
South Carolina
$295K – – –
BCM
1148
Blume Capital Management
California
$294K -$1.07K -4 -0.4%
JCIA
1149
Jackson Creek Investment Advisors
Colorado
$294K +$294K +1,100 New
TW
1150
TritonPoint Wealth
Maryland
$293K +$20.9K +78 +8%
44 45
46
47 48