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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
IA
401
IFP Advisors
Florida
$3.72M
FWP
402
FAS Wealth Partners
Kansas
$3.71M
KWM
403
Kingsview Wealth Management
Oregon
$3.7M
HIMCH
404
Hartford Investment Management Co (HIMCO)
Connecticut
$3.67M
ASN
405
Advisory Services Network
Georgia
$3.65M
AssetMark Inc
406
AssetMark Inc
California
$3.65M
CIC
407
Carnegie Investment Counsel
Ohio
$3.63M
SFA
408
Sequoia Financial Advisors
Ohio
$3.62M
JAM
409
Jupiter Asset Management
United Kingdom
$3.62M
RBC
410
Romano Brothers & Co
Illinois
$3.62M
NAAA
411
New Age Alpha Advisors
New York
$3.62M
DT
412
Diversified Trust
Tennessee
$3.55M
IWA
413
Icon Wealth Advisors
Texas
$3.54M
RPC
414
Rossmore Private Capital
Connecticut
$3.53M
TBA
415
Tower Bridge Advisors
Pennsylvania
$3.52M
WBWA
416
William B. Walkup & Associates
South Carolina
$3.52M
LOAMS
417
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.47M
HW
418
Hancock Whitney
Mississippi
$3.46M
SCM
419
Sterling Capital Management
North Carolina
$3.42M
BP
420
Ballentine Partners
Massachusetts
$3.38M
NW
421
NewEdge Wealth
Pennsylvania
$3.36M
Barrow, Hanley, Mewhinney & Strauss
422
Barrow, Hanley, Mewhinney & Strauss
Texas
$3.34M
FB
423
Fulton Bank
Pennsylvania
$3.32M
Lido Advisors
424
Lido Advisors
California
$3.3M
DADC
425
D.A. Davidson & Co
Montana
$3.24M