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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 %
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$32.5M -$80K -299 -0.2%
Chevy Chase Trust
127
Chevy Chase Trust
Maryland
$32.2M +$196K +733 +0.6%
EIP
128
Epoch Investment Partners
New York
$31.9M -$1.27M -4,753 -4%
BSA
129
Braun Stacey Associates
New York
$31.7M -$265K -989 -0.8%
Daiwa Securities Group
130
Daiwa Securities Group
Japan
$31.1M +$1.51M +5,654 +5%
QCM
131
QRG Capital Management
Illinois
$30.4M +$2.9M +10,854 +11%
Alyeska Investment Group
132
Alyeska Investment Group
Illinois
$29.8M -$55.9M -208,955 -65%
GHA
133
GW Henssler & Associates
Georgia
$28.6M -$472K -1,764 -2%
Treasurer of the State of North Carolina
134
Treasurer of the State of North Carolina
North Carolina
$28.3M +$566K +2,117 +2%
Kayne Anderson Rudnick Investment Management
135
Kayne Anderson Rudnick Investment Management
California
$27.9M -$376K -1,407 -1%
Ohio Public Employees Retirement System (OPERS)
136
Ohio Public Employees Retirement System (OPERS)
Ohio
$27.9M -$105K -391 -0.4%
Dodge & Cox
137
Dodge & Cox
California
$27.8M -$763K -2,851 -3%
Cerity Partners
138
Cerity Partners
New York
$27.5M +$3.88M +14,484 +16%
M&T Bank
139
M&T Bank
New York
$27.4M -$379K -1,415 -1%
Mercer Global Advisors
140
Mercer Global Advisors
Colorado
$27.1M +$2.32M +8,669 +9%
Teacher Retirement System of Texas
141
Teacher Retirement System of Texas
Texas
$26.9M -$4.46M -16,652 -14%
IP
142
Interval Partners
New York
$26.5M +$10.9M +40,562 +69%
Creative Planning
143
Creative Planning
Kansas
$26.5M +$1.05M +3,940 +4%
AS
144
Aware Super
Australia
$26.5M – – –
Bank of Nova Scotia
145
Bank of Nova Scotia
Ontario, Canada
$26.4M -$10.2M -38,210 -28%
Commonwealth Equity Services
146
Commonwealth Equity Services
Massachusetts
$26M -$681K -2,547 -3%
SGK
147
Steigerwald Gordon & Koch
Virginia
$25.4M +$9.36K +35 +0%
Comerica Bank
148
Comerica Bank
Texas
$24.8M -$418K -1,561 -2%
DK
149
DJE Kapital
Germany
$24.7M -$14.4M -54,504 -37%
RAM
150
Resona Asset Management
Japan
$24.7M +$691K +2,588 +3%
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