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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 %
RL
1551
Rogco LP
Oklahoma
$10.4K -$26.5K -99 -72%
CAL
1552
Capital Analysts LLC
Pennsylvania
$10K -$23.9K -86 -70%
HFS
1553
Hopwood Financial Services
Virginia
$9.36K – – –
YAL
1554
Your Advocates Ltd
Texas
$9.36K – – –
TCM
1555
TD Capital Management
Tennessee
$8.17K – – –
JFG
1556
JDM Financial Group
Texas
$8.03K – – –
DF
1557
Dunhill Financial
United Kingdom
$7.76K – – –
AAG
1558
Accordant Advisory Group
Maryland
$7.49K – – –
WW
1559
Winnow Wealth
Texas
$7.49K +$5.35K +20 +250%
KTC
1560
Kentucky Trust Company
Kentucky
$7.49K – – –
ACM
1561
Anfield Capital Management
California
$6.96K +$1.87K +7 +37%
GC
1562
GFG Capital
Florida
$6.96K +$6.96K +26 New
BCM
1563
Boreal Capital Management
Florida
$6.69K +$6.69K +25 New
SO
1564
Sierra Ocean
California
$6.44K – – –
AWM
1565
Accredited Wealth Management
Kentucky
$5.08K +$5.08K +19 New
DWM
1566
Dogwood Wealth Management
Kansas
$4.87K +$1.03K +4 +27%
GWSA
1567
Global Wealth Strategies & Associates
Colorado
$4.84K – – –
WCM
1568
WealthTrak Capital Management
Virginia
$4.55K +$1.07K +4 +31%
SN
1569
Sittner & Nelson
Oregon
$4.55K – – –
BFS
1570
Bare Financial Services
Pennsylvania
$4.55K +$4.28K +16 +1,600%
GC
1571
Garde Capital
Washington
$4.01K – – –
BHWM
1572
Bay Harbor Wealth Management
Maryland
$4.01K +$2.14K +8 +114%
WTFG
1573
Wood Tarver Financial Group
Idaho
$4K -$32.5K -122 -89%
TFM
1574
TFC Financial Management
Massachusetts
$3.75K +$268 +1 +8%
KG
1575
Kilter Group
New York
$3.75K +$3.75K +14 New
61 62
63
64 65