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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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.9B +$83.9M +313,449 +1%
BlackRock
2
BlackRock
New York
$5.77B +$206M +768,333 +4%
State Street
3
State Street
Massachusetts
$4.18B -$17.6M -65,861 -0.4%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$3.97B -$71.2M -266,171 -2%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$2.04B +$201M +751,715 +11%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.48B +$14.5M +54,363 +1%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$1.48B +$587M +2,194,173 +66%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$1.46B -$101M -378,781 -6%
Morgan Stanley
9
Morgan Stanley
New York
$1.11B -$82.3M -307,556 -7%
ClearBridge Investments
10
ClearBridge Investments
New York
$1.05B -$66.1M -247,006 -6%
Bank of America
11
Bank of America
North Carolina
$937M -$19.1M -71,325 -2%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$918M +$7.51M +28,081 +0.8%
Northern Trust
13
Northern Trust
Illinois
$855M -$28.3M -105,750 -3%
Norges Bank
14
Norges Bank
Norway
$815M +$815M +3,046,321 New
UBS AM
15
UBS AM
Illinois
$787M +$627M +2,341,706 +390%
UBS Group
16
UBS Group
Switzerland
$542M +$67.4M +251,839 +14%
Goldman Sachs
17
Goldman Sachs
New York
$468M -$49.1M -183,656 -9%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$436M -$25.8M -96,316 -6%
Legal & General Group
19
Legal & General Group
United Kingdom
$435M -$42.7M -159,718 -9%
Invesco
20
Invesco
Georgia
$414M +$52.1M +194,698 +14%
Charles Schwab
21
Charles Schwab
California
$397M -$4M -14,968 -1%
First Trust Advisors
22
First Trust Advisors
Illinois
$391M +$69.1M +258,403 +21%
AQR Capital Management
23
AQR Capital Management
Connecticut
$385M +$5.92M +22,382 +2%
Barclays
24
Barclays
United Kingdom
$345M +$57.2M +213,632 +20%
Amundi
25
Amundi
France
$316M +$48M +186,412 +18%
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