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Travelers Companies
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Overview Fund Activity

1,613 hedge funds and large institutions have $48.9B invested in Travelers Companies in 2025 Q1 according to their latest regulatory filings, with 176 funds opening new positions, 530 increasing their positions, 605 reducing their positions, and 95 closing their positions.

Holders
1,613
Holders Change
+53
Holders Change %
+3.4%
% of All Funds
21.92%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.26%
New
176
Increased
530
Reduced
605
Closed
95
Calls
$189M
Puts
$161M
Net Calls
+$28.6M
Net Calls Change
+$20.9M

Top Buyers

1
NL
1
Nuveen LLC
North Carolina
$295M
2
BlackRock
2
BlackRock
New York
$5.5B
3
First Trust Advisors
3
First Trust Advisors
Illinois
$318M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$4B
5
BG
5
Bahl & Gaynor
Ohio
$444M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
UBS AM
2
UBS AM
Illinois
$159M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$179M
4
Nordea Investment Management
4
Nordea Investment Management
Sweden
$5.36M
5
Viking Global Investors
5
Viking Global Investors
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.75B 21,733,556 +115,808 +0.5%
BlackRock
2
BlackRock
New York
$5.5B 20,783,318 +958,854 +5%
State Street
3
State Street
Massachusetts
$4.15B 15,686,866 -77,153 -0.5%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$4B 15,115,944 +838,093 +6%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.82B 6,875,035 -534,050 -7%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$1.55B 5,852,915 -183,746 -3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.45B 5,487,456 +228,966 +4%
Morgan Stanley
8
Morgan Stanley
New York
$1.17B 4,438,785 -9,190 -0.2%
ClearBridge Investments
9
ClearBridge Investments
New York
$1.1B 4,153,683 +34,534 +0.8%
Bank of America
10
Bank of America
North Carolina
$945M 3,572,380 +65,161 +2%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$900M 3,403,539 +25,573 +0.8%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$879M 3,325,581 -426,903 -11%
Northern Trust
13
Northern Trust
Illinois
$873M 3,302,115 -27,117 -0.8%
Goldman Sachs
14
Goldman Sachs
New York
$512M 1,934,625 +390,104 +25%
Legal & General Group
15
Legal & General Group
United Kingdom
$472M 1,786,145 +35,237 +2%
UBS Group
16
UBS Group
Switzerland
$469M 1,774,438 +50,590 +3%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$457M 1,727,072 -40,262 -2%
BG
18
Bahl & Gaynor
Ohio
$444M 1,679,275 +490,039 +41%
Charles Schwab
19
Charles Schwab
California
$397M 1,500,579 -22,190 -1%
AQR Capital Management
20
AQR Capital Management
Connecticut
$378M 1,431,736 +276,850 +24%
Invesco
21
Invesco
Georgia
$358M 1,353,080 -82,677 -6%
Boston Partners
22
Boston Partners
Massachusetts
$320M 1,211,306 -22,672 -2%
First Trust Advisors
23
First Trust Advisors
Illinois
$318M 1,202,074 +855,495 +247%
NL
24
Nuveen LLC
North Carolina
$295M 1,114,555 +1,114,555 New
Barclays
25
Barclays
United Kingdom
$285M 1,077,152 -168,300 -14%
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