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Travelers Companies
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Overview Fund Activity

1,612 hedge funds and large institutions have $48.9B invested in Travelers Companies in 2025 Q1 according to their latest regulatory filings, with 174 funds opening new positions, 530 increasing their positions, 606 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,612
Holders Change
+51
Holders Change %
+3.27%
% of All Funds
21.9%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.26%
New
174
Increased
530
Reduced
606
Closed
95
Calls
$189M
Puts
$161M
Net Calls
+$28.6M
Net Calls Change
+$20.9M

Top Buyers

1
BlackRock
BlackRock
New York
+$254M
2
First Trust Advisors
First Trust Advisors
Illinois
+$226M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$222M
4
BG
Bahl & Gaynor
Ohio
+$130M
5
Goldman Sachs
Goldman Sachs
New York
+$103M

Top Sellers

1
UBS AM
UBS AM
Illinois
-$559M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$217M
3
Nordea Investment Management
Nordea Investment Management
Sweden
-$166M
4
Viking Global Investors
Viking Global Investors
Connecticut
-$162M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$141M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEI Investments
126
SEI Investments
Pennsylvania
$35.5M -$6.22M -23,513 -15%
State of Wisconsin Investment Board
127
State of Wisconsin Investment Board
Wisconsin
$34.8M +$1.1M +4,146 +3%
OSAM
128
O'Shaughnessy Asset Management
Connecticut
$34.7M +$5.34M +20,189 +18%
ATN
129
AMF Tjänstepension
Sweden
$34.3M -$426K -1,609 -1%
Swedbank
130
Swedbank
Sweden
$33.8M +$883K +3,338 +3%
D.E. Shaw & Co
131
D.E. Shaw & Co
New York
$33.4M +$9.92M +37,506 +42%
EIP
132
Epoch Investment Partners
New York
$32.8M -$10.5M -39,729 -24%
Carson Wealth (CWM LLC)
133
Carson Wealth (CWM LLC)
Nebraska
$32.2M +$293K +1,108 +0.9%
BAMF
134
BI Asset Management Fondsmaeglerselskab
Denmark
$32.1M -$2.37M -8,979 -7%
BSA
135
Braun Stacey Associates
New York
$31.6M +$1.97M +7,436 +7%
Chevy Chase Trust
136
Chevy Chase Trust
Maryland
$31.6M -$64K -242 -0.2%
Axa
137
Axa
France
$31.5M +$5.46M +20,664 +21%
Teacher Retirement System of Texas
138
Teacher Retirement System of Texas
Texas
$30.9M -$57.4M -217,034 -65%
VF
139
Vest Financial
Virginia
$30.6M +$30.6M +115,539 New
Natixis Advisors
140
Natixis Advisors
Massachusetts
$30.3M +$4.24M +16,029 +16%
Daiwa Securities Group
141
Daiwa Securities Group
Japan
$29.2M +$1.6M +6,047 +6%
GHA
142
GW Henssler & Associates
Georgia
$28.7M -$87K -329 -0.3%
VRS
143
Virginia Retirement Systems
Virginia
$28.3M +$28.3M +107,100 New
Connor, Clark & Lunn Investment Management (CC&L)
144
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$28.3M +$9.68M +36,593 +52%
Dodge & Cox
145
Dodge & Cox
California
$28.2M -$373K -1,411 -1%
Victory Capital Management
146
Victory Capital Management
Texas
$28M -$1.1M -4,158 -4%
Kayne Anderson Rudnick Investment Management
147
Kayne Anderson Rudnick Investment Management
California
$28M -$122K -460 -0.4%
Ohio Public Employees Retirement System (OPERS)
148
Ohio Public Employees Retirement System (OPERS)
Ohio
$27.7M -$1.06M -4,015 -4%
WorldQuant Millennium Advisors
149
WorldQuant Millennium Advisors
New York
$27.5M +$2.86M +10,796 +12%
M&T Bank
150
M&T Bank
New York
$27.5M +$121K +457 +0.4%
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