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Travelers Companies

1,614 hedge funds and large institutions have $50.6B invested in Travelers Companies in 2025 Q2 according to their latest regulatory filings, with 129 funds opening new positions, 593 increasing their positions, 554 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,614
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
WAM
401
Wakefield Asset Management
Colorado
$3.77M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
402
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.76M
P
403
&Partners
Tennessee
$3.74M
IA
404
IFP Advisors
Florida
$3.72M
FWP
405
FAS Wealth Partners
Kansas
$3.71M
KWM
406
Kingsview Wealth Management
Oregon
$3.7M
HIMCH
407
Hartford Investment Management Co (HIMCO)
Connecticut
$3.67M
ASN
408
Advisory Services Network
Georgia
$3.65M
AssetMark Inc
409
AssetMark Inc
California
$3.65M
CIC
410
Carnegie Investment Counsel
Ohio
$3.63M
SFA
411
Sequoia Financial Advisors
Ohio
$3.62M
JAM
412
Jupiter Asset Management
United Kingdom
$3.62M
RBC
413
Romano Brothers & Co
Illinois
$3.62M
NAAA
414
New Age Alpha Advisors
New York
$3.62M
DT
415
Diversified Trust
Tennessee
$3.55M
IWA
416
Icon Wealth Advisors
Texas
$3.54M
RPC
417
Rossmore Private Capital
Connecticut
$3.53M
TBA
418
Tower Bridge Advisors
Pennsylvania
$3.52M
WBWA
419
William B. Walkup & Associates
South Carolina
$3.52M
LOAMS
420
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.47M
HW
421
Hancock Whitney
Mississippi
$3.46M
SCM
422
Sterling Capital Management
North Carolina
$3.42M
BP
423
Ballentine Partners
Massachusetts
$3.38M
NW
424
NewEdge Wealth
Pennsylvania
$3.36M
Barrow, Hanley, Mewhinney & Strauss
425
Barrow, Hanley, Mewhinney & Strauss
Texas
$3.34M