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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 %
AGWCA
1251
Annis Gardner Whiting Capital Advisors
Florida
$237K +$9.36K +35 +4%
ADIM
1252
Alpha DNA Investment Management
Maryland
$237K – – –
CS
1253
Cannell & Spears
New York
$237K +$1.34K +5 +0.6%
RA
1254
Riversedge Advisors
Delaware
$236K +$236K +884 New
NW
1255
Naviter Wealth
Arkansas
$236K -$535 -2 -0.2%
GFPC
1256
Global Financial Private Client
Florida
$235K +$3.48K +13 +2%
GLA
1257
Good Life Advisors
Pennsylvania
$235K -$2.14K -8 -0.9%
PWPS
1258
Pinnacle Wealth Planning Services
Ohio
$234K +$15.3K +57 +7%
AF
1259
Apexium Financial
Texas
$233K +$8.56K +32 +4%
CCA
1260
Cobblestone Capital Advisors
New York
$233K -$6.69K -25 -3%
WT
1261
Washington Trust
Rhode Island
$233K -$7.76K -29 -3%
VBFP
1262
Valtinson Bruner Financial Planning
Minnesota
$232K +$1.34K +5 +0.6%
GIA
1263
Gladstone Institutional Advisory
Florida
$232K -$2.14K -8 -0.9%
IF
1264
Intrua Financial
Texas
$231K -$8.83K -33 -4%
RWP
1265
Revolve Wealth Partners
New Jersey
$231K -$10.7K -40 -4%
CC
1266
Centiva Capital
New York
$230K -$348K -1,302 -60%
BF
1267
bLong Financial
Tennessee
$230K – – –
FCBT
1268
First Citizens Bank & Trust
North Carolina
$230K +$8.83K +33 +4%
ETC
1269
Exchange Traded Concepts
Oklahoma
$228K +$10.2K +38 +5%
Members Trust
1270
Members Trust
Florida
$228K +$17.9K +67 +9%
Fiera Capital (Canada)
1271
Fiera Capital (Canada)
Quebec, Canada
$228K – – –
CNBTD
1272
Citizens National Bank Trust Department
Mississippi
$227K – – –
RWP
1273
Ridgecrest Wealth Partners
California
$227K – – –
TFP
1274
Tilia Fiduciary Partners
North Carolina
$227K +$268 +1 +0.1%
ATS
1275
Ashton Thomas Securities
New York
$227K -$4.82K -18 -2%
49 50
51
52 53