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Travelers Companies
TRV

1,632 hedge funds and large institutions have $49.8B invested in Travelers Companies in 2025 Q1 according to their latest regulatory filings, with 176 funds opening new positions, 533 increasing their positions, 617 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 176 | Existing positions closed: 96

36% more funds holding in top 10

Funds holding in top 10: 14 → 19 (+5)

18% more call options, than puts

Call options by funds: $189M | Put options by funds: $161M

3% more funds holding

Funds holding: 1,577 → 1,632 (+55)

0.44% less ownership

Funds ownership: 83.49% → 83.05% (-0.44%)

5% less capital invested

Capital invested by funds: $52.4B → $49.8B (-$2.6B)

14% less repeat investments, than reductions

Existing positions increased: 533 | Existing positions reduced: 617

Holders
1,632
Holders Change
+55
Holders Change %
+3.49%
% of All Funds
21.88%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.25%
New
176
Increased
533
Reduced
617
Closed
96
Calls
$189M
Puts
$161M
Net Calls
+$28.6M
Net Calls Change
+$20.9M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$239M
2
First Trust Advisors
First Trust Advisors
Illinois
+$213M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$209M
4
BG
Bahl & Gaynor
Ohio
+$122M
5
Goldman Sachs
Goldman Sachs
New York
+$97.2M

Top Sellers

Rank Fund Capital Flow
1
UBS AM
UBS AM
Illinois
-$526M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$204M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$162M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$156M
5
JP Morgan Chase
JP Morgan Chase
New York
-$133M
Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1601
PFS Partners
New Jersey
$2.65K – – –
PA
1602
PSI Advisors
Florida
$2.65K – – –
STB
1603
S&T Bank
Pennsylvania
$2.65K – – –
TIM
1604
Thompson Investment Management
Wisconsin
$2.12K – – –
WW
1605
Winnow Wealth
Texas
$1.92K +$747 +3 +60%
BIM
1606
Breakwater Investment Management
Washington
$1.85K – – –
CT
1607
Clearstead Trust
Maine
$1.85K +$1.74K +7 New
MAFA
1608
MJT & Associates Financial Advisory
Minnesota
$1.85K +$1.74K +7 New
PWM
1609
Parkworth Wealth Management
California
$1.85K – – –
WA
1610
WestEnd Advisors
North Carolina
$1.85K +$1.25K +5 +250%
BHWM
1611
Bay Harbor Wealth Management
Maryland
$1.85K +$1.74K +7 New
IWP
1612
IAG Wealth Partners
Wisconsin
$1.85K +$1.74K +7 New
PWA
1613
Principia Wealth Advisory
Texas
$1.74K +$249 +1 +17%
AP
1614
Aspect Partners
Virginia
$1.59K – – –
APW
1615
Aventura Private Wealth
Florida
$1.59K – – –
CIAS
1616
CBIZ Investment Advisory Services
Ohio
$1.59K +$1.5K +6 New
HWA
1617
HHM Wealth Advisors
Tennessee
$1.32K – – –
HIA
1618
HFM Investment Advisors
New Jersey
$1.32K +$1.25K +5 New
OCM
1619
Osterweis Capital Management
California
$1.32K +$1.25K +5 New
MSWA
1620
Marshall & Sterling Wealth Advisors
New York
$1.07K -$249 -1 -20%
EWA
1621
EQ Wealth Advisors
Texas
$1.06K +$997 +4 New
PS
1622
PayPay Securities
Japan
$1.05K -$1.99K -8 -73%
HHGA
1623
Halbert Hargrove Global Advisors
California
$1.03K +$997 +4 New
TCM
1624
Tanaka Capital Management
New York
$1K – – –
BMC
1625
Bear Mountain Capital
Washington
$802 +$747 +3 New
63 64
65
66 67

TRV Hedge Fund Activity: Q1 2025 in Review

1,632 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Travelers Companies (TRV) for Q1 2025, worth a combined $49.8B — down 5% from $52.4B a quarter earlier.

Buyers outnumbered sellers: 176 funds opened new TRV positions and 96 closed out — a net gain of 80 holders — while 533 added to existing stakes and 617 trimmed.

The largest buyer was BlackRock, adding an estimated $239M. The largest seller was UBS AM, cutting an estimated $526M.

  • 1,632 institutional investors held Travelers Companies (TRV) as of Q1 2025, up from 1,577 in Q4 2024.
  • Funds reported $49.8B of Travelers Companies stock for Q1 2025, down 5% quarter-over-quarter.
  • 176 funds opened new Travelers Companies positions in Q1 2025 and 96 closed out, a net change of +80 holders.
  • The largest Travelers Companies buyer in Q1 2025 was BlackRock, an estimated $239M added.
  • The largest Travelers Companies seller in Q1 2025 was UBS AM, an estimated $526M sold.

Based on aggregated 13F filings for Q1 2025.