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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 %
SIS
1451
Strategic Investment Solutions
Illinois
$51K -$31.8K -119 -38%
FCAS
1452
First Command Advisory Services
Texas
$49.5K – – –
API
1453
Asset Planning Inc
California
$48.8K +$267 +1 +0.5%
WBC
1454
West Branch Capital
Massachusetts
$47.9K +$13.4K +50 +39%
CTB
1455
Country Trust Bank
Illinois
$46.8K – – –
PWA
1456
Physician Wealth Advisors
Utah
$45.8K +$2.14K +8 +5%
TFA
1457
Toth Financial Advisory
Virginia
$45.8K +$23K +86 +101%
FPB
1458
First PREMIER Bank
South Dakota
$45K – – –
FDW
1459
Fourth Dimension Wealth
Ohio
$44.1K – – –
PPC
1460
Park Place Capital
Alabama
$44.1K +$10.9K +41 +33%
MAM
1461
Meeder Asset Management
Ohio
$43.6K +$5.08K +19 +13%
FIM
1462
FWL Investment Management
Texas
$42.3K +$2.14K +8 +5%
CPG
1463
Cornerstone Planning Group
New Jersey
$41.7K +$16.2K +61 +64%
AT
1464
Arlington Trust
Alabama
$40.7K – – –
SIC
1465
SJS Investment Consulting
Ohio
$40.4K -$3.48K -13 -8%
GJIA
1466
Glass Jacobson Investment Advisors
Maryland
$40.1K -$14.7K -55 -27%
WSCM
1467
Wellington Shields Capital Management
New York
$40.1K – – –
DSC
1468
Duncker Streett & Co
Missouri
$39.9K – – –
ACA
1469
American Capital Advisory
Idaho
$39.6K +$1.07K +4 +3%
TC
1470
Trust Company
Kansas
$38.5K – – –
NSIM
1471
North Star Investment Management
Illinois
$38.2K – – –
FFO
1472
Fortitude Family Office
Arizona
$37.7K -$1.07K -4 -3%
BFPW
1473
BOK Financial Private Wealth
Colorado
$37.2K – – –
MEG
1474
Millstone Evans Group
Colorado
$36.7K +$8.03K +30 +28%
RA
1475
Rise Advisors
New York
$36.3K +$267 +1 +0.7%
57 58
59
60 61