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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 %
BFA
1201
Bragg Financial Advisors
North Carolina
$265K – – –
OAM
1202
Oxford Asset Management
United Kingdom
$265K +$265K +992 New
MFG
1203
Magnus Financial Group
New York
$265K +$268 +1 +0.1%
LGA
1204
Lebenthal Global Advisors
New York
$265K +$25.4K +95 +11%
QL
1205
Quarry LP
New York
$265K +$192K +719 +266%
MPM
1206
MBB Public Markets
Illinois
$264K -$59.9K -224 -18%
TBNY
1207
Trustco Bank (New York)
New York
$264K +$264K +987 New
GSIS
1208
Global Strategic Investment Solutions
Arizona
$264K – – –
POIA
1209
Pin Oak Investment Advisors
Texas
$263K -$90K -341 -25%
AIC
1210
Archer Investment Corporation
Indiana
$263K +$256K +955 +3,537%
WAM
1211
Worth Asset Management
Texas
$262K +$262K +980 New
LPT
1212
Legacy Private Trust
Wisconsin
$262K -$61.5K -230 -19%
VFA
1213
Voya Financial Advisors
Connecticut
$261K -$21.1K -80 -7%
WC
1214
Waterloo Capital
Texas
$260K +$260K +973 New
CPA
1215
Capital Performance Advisors
California
$260K -$92.3K -345 -26%
DWS
1216
Dynamic Wealth Strategies
California
$260K -$50.3K -188 -16%
BBI
1217
Baxter Bros Inc
Connecticut
$260K – – –
TT
1218
TI-Trust
Illinois
$260K – – –
SWA
1219
SFMG Wealth Advisors
Texas
$259K – – –
SFG
1220
Sovereign Financial Group
Connecticut
$259K +$1.34K +5 +0.5%
LT
1221
Legacy Trust
Michigan
$258K -$23.5K -88 -8%
FA
1222
Fiduciary Alliance
South Carolina
$257K +$30.5K +114 +13%
FWM
1223
Focused Wealth Management
New York
$256K +$803 +3 +0.3%
KFG
1224
Kelly Financial Group
Connecticut
$256K +$256K +961 New
TWC
1225
TD Waterhouse Canada
Ontario, Canada
$255K +$40.2K +146 +19%
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