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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
JCM
501
Jacobi Capital Management
Pennsylvania
$2.3M
WB
502
Webster Bank
Connecticut
$2.29M
CB
503
Cadence Bank
Mississippi
$2.29M
AF
504
Allworth Financial
California
$2.26M
TA
505
Tectonic Advisors
Texas
$2.24M
OC
506
Oppenheimer & Co
New York
$2.24M
WCM
507
Weaver Capital Management
Georgia
$2.23M
OTL
508
Oak Thistle LLC
New York
$2.23M
SIG
509
Stonegate Investment Group
Alabama
$2.22M
CL
510
CIM LLC
New York
$2.2M
EF
511
Empirical Finance
Pennsylvania
$2.19M
FNT
512
First National Trust
Pennsylvania
$2.17M
AIA
513
AssuredPartners Investment Advisors
Florida
$2.17M
FFN
514
Focus Financial Network
Minnesota
$2.16M
BTC
515
Bank & Trust Company
Illinois
$2.16M
SPC
516
Sigma Planning Corp
Michigan
$2.14M
CWP
517
Capital Wealth Planning
Florida
$2.14M
AA
518
Ancora Advisors
Ohio
$2.13M
GCM
519
Genus Capital Management
British Columbia, Canada
$2.13M
FFWA
520
FRG Family Wealth Advisors
Washington
$2.11M
AI
521
Atom Investors
Texas
$2.07M
SCA
522
Snowden Capital Advisors
New York
$2.07M
CSP
523
Cary Street Partners
Virginia
$2.07M
EWA
524
EP Wealth Advisors
California
$2.06M
OAM
525
Ostrum Asset Management
France
$2.06M