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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
KCM
601
Kathmere Capital Management
Pennsylvania
$1.6M
NSEDCP
602
NJ State Employees Deferred Compensation Plan
New Jersey
$1.59M
CIA
603
Concurrent Investment Advisors
Florida
$1.59M
MAS
604
Meeder Advisory Services
Ohio
$1.57M
CCM
605
Cinctive Capital Management
New York
$1.57M
KPWS
606
Kestra Private Wealth Services
Texas
$1.57M
SW
607
SlateStone Wealth
Florida
$1.55M
CIC
608
Cornercap Investment Counsel
Georgia
$1.52M
WA
609
Wealth Alliance
New York
$1.52M
TCOV
610
Trust Company of Vermont
Vermont
$1.51M
VSQM
611
V-Square Quantitative Management
Illinois
$1.5M
SC
612
SummitTX Capital
Texas
$1.49M
HWM
613
HighMark Wealth Management
Minnesota
$1.49M
PCA
614
Pallas Capital Advisors
Massachusetts
$1.49M
GWM
615
Geneos Wealth Management
Colorado
$1.48M
ONB
616
Old National Bancorp
Indiana
$1.48M
NWAG
617
Net Worth Advisory Group
Utah
$1.47M
AI
618
Arvest Investments
Arkansas
$1.47M
EWM
619
Elmwood Wealth Management
California
$1.46M
IFWM
620
Institute for Wealth Management
Colorado
$1.46M
BAM
621
Belpointe Asset Management
Nevada
$1.45M
LBC
622
Lowe Brockenbrough & Co
Virginia
$1.45M
DWA
623
Douglass Winthrop Advisors
New York
$1.44M
SLI
624
Sumitomo Life Insurance
Japan
$1.43M
VIA
625
Virtus Investment Advisers
Connecticut
$1.43M