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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
HTC
626
Haverford Trust Company
Pennsylvania
$1.43M
BOTPPF
627
Board of the Pension Protection Fund
United Kingdom
$1.42M
GWP
628
Gen-Wealth Partners
Michigan
$1.42M
PT
629
Plimoth Trust
Massachusetts
$1.41M
CFO
630
Callan Family Office
Pennsylvania
$1.41M
DAS
631
Dynamic Advisor Solutions
Arizona
$1.41M
GT
632
Glenview Trust
Kentucky
$1.41M
RC
633
Roundview Capital
New Jersey
$1.41M
BTI
634
Blue Trust Inc
Georgia
$1.41M
GIA
635
Guyasuta Investment Advisors
Pennsylvania
$1.38M
VFA
636
Valeo Financial Advisors
Indiana
$1.37M
PTC
637
Private Trust Company
Ohio
$1.37M
GCM
638
Garland Capital Management
Washington
$1.36M
FNBT
639
FineMark National Bank & Trust
Florida
$1.36M
JIC
640
Joel Isaacson & Co
New York
$1.35M
PIM
641
Plato Investment Management
Australia
$1.35M
RBWA
642
RFG - Bristol Wealth Advisors
Massachusetts
$1.35M
JIC
643
Johnson Investment Counsel
Ohio
$1.34M
MSA
644
MUFG Securities Americas
New York
$1.34M
WA
645
Waverly Advisors
Alabama
$1.34M
TCOT
646
Trust Company of Toledo
Ohio
$1.34M
BCM
647
Barden Capital Management
Texas
$1.34M
PWA
648
Providence Wealth Advisors
Illinois
$1.33M
PA
649
PFG Advisors
Arizona
$1.33M
HCA
650
Harbor Capital Advisors
Illinois
$1.32M