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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
SGI
526
Summit Global Investments
Utah
$2.05M
NGA
527
Naples Global Advisors
Florida
$2.05M
MMPW
528
Mitchell McLeod Pugh & Williams
Alabama
$2.04M
SSWM
529
Smith Salley Wealth Management
North Carolina
$2.03M
Fayez Sarofim & Co
530
Fayez Sarofim & Co
Texas
$2.03M
AT
531
Avalon Trust
New Mexico
$2.02M
BMC
532
Benin Management Corp
Connecticut
$2.01M
MYAM
533
Meiji Yasuda Asset Management
Japan
$2M
VVP
534
Venture Visionary Partners
Ohio
$1.98M
OIA
535
OneDigital Investment Advisors
Kansas
$1.98M
QWM
536
Quadcap Wealth Management
Texas
$1.97M
EFS
537
Essex Financial Services
Connecticut
$1.97M
TI
538
Tidal Investments
Wisconsin
$1.96M
DWM
539
Dakota Wealth Management
Florida
$1.95M
MOS
540
MGO One Seven
Ohio
$1.95M
JFGIW
541
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.94M
NMIMC
542
Northwestern Mutual Investment Management Company
Wisconsin
$1.93M
CWP
543
Concord Wealth Partners
Virginia
$1.93M
CAMV
544
Concord Asset Management (Virginia)
Virginia
$1.93M
CCP
545
Carmel Capital Partners
California
$1.92M
CA
546
Clearstead Advisors
Ohio
$1.91M
FAM
547
Fulcrum Asset Management
United Kingdom
$1.91M
WA
548
WBH Advisory
Maryland
$1.9M
SDIC
549
South Dakota Investment Council
South Dakota
$1.88M
VT
550
Vise Technologies
New York
$1.88M