TRV icon

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
MSU
376
Mizuho Securities USA
New York
$4.19M
PFS
377
Prospera Financial Services
Texas
$4.18M
ADL
378
Asset Dedication LLC
California
$4.18M
IG
379
ING Group
Netherlands
$4.17M
GC
380
Gillson Capital
Illinois
$4.15M
UA
381
Unison Advisors
District of Columbia
$4.13M
SC
382
Slow Capital
California
$4.11M
PWP
383
Principle Wealth Partners
Connecticut
$4.11M
CL
384
Choreo LLC
Illinois
$4.03M
NCM
385
Nearwater Capital Markets
Ireland
$4.01M
PAS
386
Park Avenue Securities
New York
$4M
SFI
387
Siemens Fonds Invest
Germany
$3.99M
PGFC
388
Peapack-Gladstone Financial Corp
New Jersey
$3.98M
OPCM
389
Osborne Partners Capital Management
California
$3.97M
FMWA
390
Forvis Mazars Wealth Advisors
Missouri
$3.95M
1SB
391
1ST Source Bank
Indiana
$3.9M
LC
392
Lincoln Capital
Nebraska
$3.89M
KRS
393
Kentucky Retirement Systems
Kentucky
$3.88M
PAMG
394
Patton Albertson Miller Group
Tennessee
$3.87M
MCM
395
MAI Capital Management
Ohio
$3.83M
BAAM
396
Baker Avenue Asset Management
California
$3.81M
AWS
397
Atria Wealth Solutions
New York
$3.77M
WAM
398
Wakefield Asset Management
Colorado
$3.77M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
399
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.76M
P
400
&Partners
Tennessee
$3.74M