undamentalytics Newsletter

The Travelers Companies: which funds bought and sold

Institutions that bought and sold The Travelers Companies shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 844 institutions that filed 13F reports for both quarters added to or opened positions in The Travelers Companies, and 718 cut or closed them. Together they added a net 3.6M shares, +2.0% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 206K shares (−0.6%); index fund managers were net buyers of 2.1M shares (+3.0%). 164 opened a new position and 107 sold out entirely.

Bought, Q2 2026 844 institutions, 164 of them new holders Sold, Q2 2026 718 institutions, 107 of them sold out
Net change, all compared +3.6M shares (+2.0%)
Net change, active managers −206K shares (−0.6%), 35 bought, 38 sold

Buyers versus sellers

institutions compared, 1,913
Active managers and hedge funds 35 bought · 38 sold · −206K
Index fund managers 5 bought · 7 sold · +2.1M
Other institutions 804 bought · 673 sold · +1.7M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Vanguard Portfolio Management LLC Index funds +2.9M +54.3% 8.3M $2.7B
GQG Partners LLC Active manager +2.4M New position 2.4M $789M
Arrowstreet Capital, Limited Partnership Hedge fund +1.4M +174.8% 2.3M $746M
Geode Capital Management, LLC Index funds +679K +12.0% 6.3M $2.1B
Nordea Investment Management AB +429K +173.4% 677K $225M
Invesco Ltd. +412K +20.9% 2.4M $788M
AQR Capital Management LLC Hedge fund +379K +15.4% 2.8M $937M
Australiansuper Pty Ltd +359K +38.3% 1.3M $427M
1832 Asset Management L.P. +351K +2193.8% 367K $121M
Jane Street Group, LLC +335K +291.6% 450K $148M
Morgan Stanley +254K +7.1% 3.8M $1.3B
Barclays PLC +251K +34.5% 980K $324M
Marex Group Ltd +251K New position 251K $82.7M
BNP Paribas Financial Markets +218K +49.0% 662K $218M
Caisse De Depot Et Placement Du Quebec +207K +103.4% 407K $134M
American Century Companies Inc Active manager +207K +34.8% 800K $264M
Wealth Enhancement Advisory Services, LLC +156K +90.7% 328K $109M
Raymond James Financial Inc +143K +27.9% 656K $216M
United Super Pty Ltd In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund +142K New position 142K $46.8M
Goldman Sachs Group Inc +128K +8.6% 1.6M $530M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
FMR LLC Active manager −1.7M −14.4% 10.3M $3.4B
Blackrock, Inc. Index funds −683K −3.2% 20.9M $6.9B
Massachusetts Financial Services Co Active manager −662K −13.5% 4.2M $1.4B
Jpmorgan Chase & Co −614K −16.5% 3.1M $1B
Bank Of America Corp −596K −17.4% 2.8M $932M
Qube Research & Technologies Ltd Hedge fund −450K Sold out 0 —
Jacobs Levy Equity Management, Inc Active manager −441K −97.4% 12K $3.8M
State Street Corp Index funds −428K −2.7% 15.7M $5.2B
Two Sigma Investments, LP Hedge fund −298K −85.9% 49K $16.1M
UBS Am, A Distinct Business Unit Of UBS Asset Management Americas LLC −220K −8.1% 2.5M $827M
Woodline Partners LP Hedge fund −218K −94.7% 12K $4M
Northern Trust Corp Index funds −213K −7.0% 2.8M $929M
Price T Rowe Associates Inc Active manager −212K −11.4% 1.7M $545M
Los Angeles Capital Management LLC Active manager −204K −92.5% 17K $5.5M
Lansforsakringar Fondforvaltning AB (Publ) −197K Sold out 0 —
Zurich Insurance Group Ltd −191K Sold out 0 —
UBS Group AG −180K −8.4% 1.9M $642M
California Public Employees Retirement System −166K −26.0% 472K $156M
Citadel Advisors LLC Hedge fund −166K −64.3% 92K $30.3M
Vanguard Capital Management LLC Index funds −164K −1.2% 13.9M $4.6B

New positions

largest by value

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Qube Research & Technologies LtdHedge fund 450K $131M
Lansforsakringar Fondforvaltning AB (Publ) 197K $57.3M
Zurich Insurance Group Ltd 191K $55.7M
Alyeska Investment Group, L.P.Hedge fund 117K $34.2M
HRT Financial LP 64K $18.7M
Varma Mutual Pension Insurance Co 53K $15.6M
Allworth Financial LP 52K $15.2M
Y-Intercept (Hong Kong) Ltd 47K $13.6M
Xtx Topco Ltd 39K $11.3M
Trexquant Investment LPHedge fund 35K $10.3M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
1,832
Ten largest holders
49.0%
of 13F-reported shares
Index fund managers
38.7%
of 13F-reported shares
Active managers and hedge funds
18.6%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 35 38 8 8 −206K −0.6%
Index fund managers 5 7 0 0 +2.1M +3.0%
Other institutions 804 673 156 99 +1.7M +2.4%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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