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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 %
PWG
1176
Portside Wealth Group
Utah
$276K +$65K +243 +31%
PFM
1177
Phillips Financial Management
Indiana
$275K +$28.9K +108 +12%
CA
1178
Cornerstone Advisory
Maryland
$275K +$803 +3 +0.3%
LJAC
1179
L.J. Altfest & Co
New York
$274K -$2.14K -8 -0.8%
CBT
1180
Crews Bank & Trust
Florida
$274K – – –
HWA
1181
HCR Wealth Advisors
California
$274K – – –
CPBTD
1182
Central Pacific Bank - Trust Division
Hawaii
$273K -$22.7K -85 -8%
SDAM
1183
Shulman DeMeo Asset Management
New York
$273K +$267 +1 +0.1%
WI
1184
Wedgewood Investors
Pennsylvania
$273K – – –
GF
1185
Gries Financial
Ohio
$272K -$4.01K -15 -1%
TSMHT
1186
Thurston Springer Miller Herd & Titak
Indiana
$272K +$70.4K +263 +35%
MAM
1187
McLean Asset Management
Virginia
$271K +$4.89K +19 +2%
FC
1188
Farringdon Capital
United Kingdom
$270K -$800K -2,992 -75%
TPCM
1189
Templeton & Phillips Capital Management
Tennessee
$269K – – –
NCM
1190
Next Capital Management
New York
$269K – – –
LAM
1191
L2 Asset Management
Massachusetts
$268K +$13.4K +50 +5%
QFA
1192
Quantum Financial Advisors
California
$268K – – –
SBWIC
1193
Schaper Benz & Wise Investment Counsel
Wisconsin
$268K – – –
VCM
1194
Vision Capital Management
Oregon
$268K – – –
RWI
1195
Red Wave Investments
Pennsylvania
$268K – – –
MCM
1196
Mill Capital Management
North Carolina
$268K – – –
ST
1197
Sageworth Trust
Pennsylvania
$267K -$5.08K -19 -2%
CFG
1198
Carr Financial Group
Massachusetts
$266K +$31.8K +119 +14%
FC
1199
Financial Council
Maryland
$266K – – –
STAS
1200
Strong Tower Advisory Services
Minnesota
$266K +$266K +993 New
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