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Travelers Companies
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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 %
HIA
1576
HFM Investment Advisors
New Jersey
$3.48K +$2.14K +8 +160%
LWMI
1577
Legacy Wealth Management (Idaho)
Idaho
$3.21K – – –
LIS
1578
Legacy Investment Solutions
Idaho
$3.21K +$3.21K +12 New
PWM
1579
Parkworth Wealth Management
California
$3.21K +$1.34K +5 +71%
PWA
1580
Principia Wealth Advisory
Texas
$3.21K +$1.34K +5 +71%
PP
1581
PFS Partners
New Jersey
$2.68K – – –
RF
1582
Rossby Financial
Florida
$2.68K -$8.03K -30 -75%
SRCM
1583
Signature Resources Capital Management
California
$2.68K +$2.68K +10 New
RS
1584
Rakuten Securities
Japan
$2.41K -$16.3K -61 -87%
MSWA
1585
Marshall & Sterling Wealth Advisors
New York
$2.15K +$1.19K +5 +125%
TIM
1586
Thompson Investment Management
Wisconsin
$2.14K – – –
HBW
1587
Hazlett, Burt & Watson
West Virginia
$2K -$2K -9 -50%
BIM
1588
Breakwater Investment Management
Washington
$1.87K – – –
MAFA
1589
MJT & Associates Financial Advisory
Minnesota
$1.87K – – –
BA
1590
Bellwether Advisors
Nebraska
$1.87K +$1.87K +7 New
AP
1591
Aspect Partners
Virginia
$1.61K – – –
FNWA
1592
Financial Network Wealth Advisors
Utah
$1.61K +$1.61K +6 New
WA
1593
WestEnd Advisors
North Carolina
$1.34K -$535 -2 -29%
HWA
1594
HHM Wealth Advisors
Tennessee
$1.34K – – –
SC
1595
Stephens Consulting
Michigan
$1.34K +$1.34K +5 New
EWA
1596
EQ Wealth Advisors
Texas
$1.07K – – –
PS
1597
PayPay Securities
Japan
$1.07K +$268 +1 +33%
TIM
1598
Total Investment Management
Arizona
$1.07K +$1.07K +4 New
LFA
1599
LGT Financial Advisors
Texas
$537 +$537 +2 New
DF
1600
DecisionPoint Financial
Arizona
$534 +$534 +2 New
62 63
64
65 66