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Travelers Companies
TRV

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 %
3IP
1151
3Chopt Investment Partners
Virginia
$292K +$13.1K +49 +5%
KAM
1152
Knightsbridge Asset Management
California
$292K +$46K +172 +19%
AAS
1153
Ameritas Advisory Services
Nebraska
$292K +$77.6K +290 +36%
AFGAS
1154
Allegiance Financial Group Advisory Services
Virginia
$290K +$5.89K +22 +2%
BCG
1155
Breakwater Capital Group
New Jersey
$288K – – –
WA
1156
Waddell & Associates
Tennessee
$287K +$287K +1,074 New
LAM
1157
Longboard Asset Management
Arizona
$287K +$287K +1,074 New
SS
1158
Sunbelt Securities
Texas
$287K – – –
SPAS
1159
Spectrum Planning & Advisory Services
California
$286K +$286K +1,070 New
CST
1160
Charles Schwab Trust
Nevada
$286K – – –
KFI
1161
Key Financial Inc
Pennsylvania
$285K – – –
SPA
1162
Sherbrooke Park Advisers
New York
$284K +$284K +1,063 New
TNBTD
1163
Trustmark National Bank Trust Department
Mississippi
$283K – – –
SMA
1164
Sage Mountain Advisors
Georgia
$283K +$283K +1,059 New
RCA
1165
Resonant Capital Advisors
Wisconsin
$283K +$41.5K +155 +17%
BIAS
1166
Beacon Investment Advisory Services
New Jersey
$281K +$32.4K +121 +13%
SBFM
1167
S-Bank Fund Management
Finland
$281K +$281K +1,050 New
OCM
1168
One Capital Management
California
$280K +$17.7K +66 +7%
TIM
1169
Tortoise Investment Management
New York
$280K +$23K +86 +9%
ZIM
1170
Zacks Investment Management
Illinois
$279K +$2.68K +10 +1%
PCG
1171
Prosperity Consulting Group
Maryland
$279K +$5.62K +21 +2%
LBC
1172
Leigh Baldwin & Co
New York
$278K +$3.48K +13 +1%
JFL
1173
Jarislowsky, Fraser Ltd
Quebec, Canada
$278K – – –
CWS
1174
Confluence Wealth Services
Pennsylvania
$278K -$5.02M -18,754 -95%
FMLI
1175
Fukoku Mutual Life Insurance
Japan
$277K – – –
45 46
47
48 49