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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 %
PFG
1526
Putney Financial Group
California
$16.1K -$13.4K -50 -45%
IHWM
1527
Iron Horse Wealth Management
Iowa
$15.5K – – –
AG
1528
AmeriFlex Group
Nevada
$15.5K -$12.4K -47 -44%
CWM
1529
CarsonAllaria Wealth Management
Illinois
$15K – – –
CWM
1530
Centricity Wealth Management
Ohio
$15K – – –
MAM
1531
Morse Asset Management
Connecticut
$14.2K – – –
CT
1532
Clearstead Trust
Maine
$14.2K +$12.3K +46 +657%
CAM
1533
Costello Asset Management
Pennsylvania
$14.1K – – –
RWM
1534
RMG Wealth Management
Wisconsin
$13.8K +$13.8K +52 New
MHR
1535
Matthew Hamilton Rosenberg
$13.4K – – –
HHMI
1536
Howard Hughes Medical Institute
Maryland
$13.1K +$13.1K +49 New
AW
1537
Avion Wealth
Texas
$13K +$6.24K +24 +92%
MAS
1538
MPWM Advisory Solutions
Georgia
$12.3K – – –
AFG
1539
Albion Financial Group
Utah
$12.3K – – –
CWM
1540
Cranbrook Wealth Management
Michigan
$12.3K – – –
NEWAS
1541
N.E.W. Advisory Services
Wisconsin
$12.3K – – –
RWM
1542
Rialto Wealth Management
New York
$12.3K +$3.75K +14 +44%
CFFP
1543
Center for Financial Planning
Michigan
$12K – – –
AAG
1544
Armstrong Advisory Group
Massachusetts
$11.8K – – –
PWM
1545
Proathlete Wealth Management
Florida
$11.5K – – –
CIAS
1546
CBIZ Investment Advisory Services
Ohio
$11.2K +$9.63K +36 +600%
BDPWM
1547
Barnes Dennig Private Wealth Management
Ohio
$11K +$11K +41 New
LFA
1548
Legend Financial Advisors
Pennsylvania
$11K +$11K +41 New
DPW
1549
DiNuzzo Private Wealth
Pennsylvania
$10.7K – – –
CWIG
1550
Chung Wu Investment Group
Texas
$10.7K +$10.7K +40 New
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