TRV icon

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
BRWA
651
B. Riley Wealth Advisors
Florida
$1.32M
CCM
652
Coldstream Capital Management
Washington
$1.32M
SC
653
Stance Capital
Massachusetts
$1.32M
BFA
654
Beaumont Financial Advisors
Massachusetts
$1.31M
Walleye Trading
655
Walleye Trading
New York
$1.3M
RE
656
Rydar Equities
Texas
$1.29M
HDIM
657
Hanson & Doremus Investment Management
Vermont
$1.28M
DWT
658
Dorsey & Whitney Trust
South Dakota
$1.28M
SYBT
659
Stock Yards Bank & Trust
Kentucky
$1.28M
BJL
660
Brighton Jones LLC
Washington
$1.27M
ZBNA
661
Zions Bancorporation, National Association
Utah
$1.25M
B
662
Bailard
California
$1.25M
CIP
663
Convergence Investment Partners
Florida
$1.24M
TFA
664
Transamerica Financial Advisors
Florida
$1.24M
FLPIM
665
F.L. Putnam Investment Management
Massachusetts
$1.24M
DC
666
Davenport & Co
Virginia
$1.19M
FMTC
667
Farmers & Merchants Trust Company
California
$1.19M
FFM
668
Forum Financial Management
Illinois
$1.19M
OTPPB
669
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.18M
BIM
670
Bridges Investment Management
Nebraska
$1.17M
IAMOG
671
Investors Asset Management of Georgia
Georgia
$1.17M
CBA
672
Coastal Bridge Advisors
Connecticut
$1.17M
PWAM
673
Private Wealth Asset Management
Iowa
$1.16M
Millennium Management
674
Millennium Management
New York
$1.16M
CWM
675
Calamos Wealth Management
Illinois
$1.15M