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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
GFA
551
Gifford Fong Associates
California
$1.87M
JSL
552
JT Stratford LLC
Georgia
$1.87M
KIM
553
Kestra Investment Management
Texas
$1.87M
ACA
554
Aptus Capital Advisors
Alabama
$1.87M
AG
555
Ascent Group
Virginia
$1.86M
Assenagon Asset Management
556
Assenagon Asset Management
Luxembourg
$1.86M
Eagle Capital Management (New York)
557
Eagle Capital Management (New York)
New York
$1.85M
NA
558
Nordwand Advisors
Pennsylvania
$1.84M
NHC
559
Nicholas Hoffman & Company
Georgia
$1.84M
PA
560
Parallel Advisors
California
$1.84M
JSSH
561
J. Safra Sarasin Holding
$1.82M
BFG
562
Beacon Financial Group
Texas
$1.82M
TMAM
563
Tokio Marine Asset Management
Japan
$1.81M
BF
564
BOK Financial
Oklahoma
$1.81M
Jones Financial Companies
565
Jones Financial Companies
Missouri
$1.81M
S
566
SignatureFD
Georgia
$1.79M
BAM
567
Bayview Asset Management
Florida
$1.79M
NFA
568
Northern Financial Advisors
Michigan
$1.79M
SWM
569
Spire Wealth Management
Virginia
$1.79M
HAG
570
HighPoint Advisor Group
Illinois
$1.79M
BWP
571
BSW Wealth Partners
Colorado
$1.78M
MC
572
Muhlenkamp & Co
Pennsylvania
$1.78M
BEI
573
Benjamin Edwards Inc
Missouri
$1.77M
TIM
574
Tevis Investment Management
Texas
$1.76M
PA
575
Profund Advisors
Maryland
$1.76M