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Travelers Companies

1,609 hedge funds and large institutions have $50.5B invested in Travelers Companies in 2025 Q2 according to their latest regulatory filings, with 129 funds opening new positions, 590 increasing their positions, 552 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

3% more capital invested

Capital invested by funds: $48.9B → $50.5B (+$1.58B)

0% less funds holding

Funds holding: 1,6131,609 (-4)

32% less funds holding in top 10

Funds holding in top 10: 1913 (-6)

Holders
1,609
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$159M
Puts
$144M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
301
Shell Asset Management
Netherlands
$6.05M
VCA
302
Verdence Capital Advisors
Maryland
$6.02M
MHC
303
Meyer Handelman Company
New York
$5.99M
CBB
304
Citizens Business Bank
California
$5.92M
CB
305
Commerce Bank
Missouri
$5.92M
WTC
306
WhitTier Trust Company
Nevada
$5.9M
EAM
307
Erste Asset Management
Austria
$5.89M
GAM
308
Gotham Asset Management
New York
$5.84M
Nordea Investment Management
309
Nordea Investment Management
Sweden
$5.76M
GAM
310
Generali Asset Management
Italy
$5.65M
HPC
311
HM Payson & Co
Maine
$5.64M
PA
312
Pinnacle Associates
New York
$5.6M
JWCA
313
J.W. Coons Advisors
Ohio
$5.55M
CI
314
CX Institutional
Indiana
$5.55M
VIM
315
Vinva Investment Management
Australia
$5.51M
Wealthfront Advisers
316
Wealthfront Advisers
California
$5.48M
SPIA
317
Steward Partners Investment Advisory
New York
$5.46M
RHIG
318
R.H. Investment Group
Arizona
$5.43M
CANC
319
Culbertson A N & Co
Virginia
$5.4M
CS
320
Candriam SCA
Luxembourg
$5.4M
GPTE
321
Generali Powszechne Towarzystwo Emerytalne
Poland
$5.38M
NVIM
322
New Vernon Investment Management
Illinois
$5.36M
BA
323
Bristlecone Advisors
Washington
$5.31M
TI
324
tru Independence
Oregon
$5.31M
LOIM
325
Liberty One Investment Management
Illinois
$5.3M