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Travelers Companies

1,603 hedge funds and large institutions have $50.4B invested in Travelers Companies in 2025 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 591 increasing their positions, 548 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,603
Holders Change
-9
Holders Change %
-0.56%
% of All Funds
21.48%
Holding in Top 10
13
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-31.58%
% of All Funds
0.17%
New
128
Increased
591
Reduced
548
Closed
111
Calls
$159M
Puts
$144M
Net Calls
+$14.4M
Net Calls Change
-$14.2M
Name Holding Trade Value Shares
Change
Shares
Change %
Fayez Sarofim & Co
526
Fayez Sarofim & Co
Texas
$2.03M -$30.8K -115 -1%
AT
527
Avalon Trust
New Mexico
$2.02M +$382K +1,429 +23%
BMC
528
Benin Management Corp
Connecticut
$2.01M -$8.83K -33 -0.4%
MYAM
529
Meiji Yasuda Asset Management
Japan
$2M -$647K -2,420 -24%
VVP
530
Venture Visionary Partners
Ohio
$1.98M +$1.34K +5 +0.1%
OIA
531
OneDigital Investment Advisors
Kansas
$1.98M -$335K -1,251 -14%
QWM
532
Quadcap Wealth Management
Texas
$1.97M +$448K +1,676 +29%
EFS
533
Essex Financial Services
Connecticut
$1.97M +$55.9K +209 +3%
TI
534
Tidal Investments
Wisconsin
$1.96M -$749K -2,800 -28%
DWM
535
Dakota Wealth Management
Florida
$1.95M -$173K -645 -8%
MOS
536
MGO One Seven
Ohio
$1.95M +$37.2K +139 +2%
JFGIW
537
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.94M +$117K +436 +6%
NMIMC
538
Northwestern Mutual Investment Management Company
Wisconsin
$1.93M +$4.28K +16 +0.2%
CWP
539
Concord Wealth Partners
Virginia
$1.93M +$28.6K +107 +2%
CAMV
540
Concord Asset Management (Virginia)
Virginia
$1.93M +$135K +504 +8%
CCP
541
Carmel Capital Partners
California
$1.92M +$1.92M +7,192 New
CA
542
Clearstead Advisors
Ohio
$1.91M +$70.4K +263 +4%
FAM
543
Fulcrum Asset Management
United Kingdom
$1.91M +$1.91M +7,127 New
WA
544
WBH Advisory
Maryland
$1.9M -$80.3K -300 -4%
SDIC
545
South Dakota Investment Council
South Dakota
$1.88M
VT
546
Vise Technologies
New York
$1.88M +$1.88M +7,017 New
GFA
547
Gifford Fong Associates
California
$1.87M
JSL
548
JT Stratford LLC
Georgia
$1.87M +$333K +1,243 +22%
KIM
549
Kestra Investment Management
Texas
$1.87M +$582K +2,194 +45%
ACA
550
Aptus Capital Advisors
Alabama
$1.87M +$285K +1,066 +18%