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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
Los Angeles Capital Management
701
Los Angeles Capital Management
California
$1.05M
CMI
702
Clare Market Investments
Texas
$1.05M
BTWM
703
Baker Tilly Wealth Management
Wisconsin
$1.03M
NP
704
NorthRock Partners
Minnesota
$1.03M
FW
705
FullCircle Wealth
Texas
$1.02M
BFS
706
Bard Financial Services
Connecticut
$1.01M
SAM
707
Silvercrest Asset Management
New York
$1.01M
HNW
708
High Note Wealth
Minnesota
$1.01M
P
709
Pitcairn
Pennsylvania
$1M
KCM
710
Kanawha Capital Management
Virginia
$995K
ST
711
Smithfield Trust
Pennsylvania
$991K
PI
712
PFG Investments
New York
$991K
LTAS
713
Linden Thomas Advisory Services
North Carolina
$987K
CPCPP
714
Canada Post Corporation Pension Plan
Canada
$987K
ANTB
715
AMG National Trust Bank
Colorado
$987K
RIL
716
Rothschild Investment LLC
Illinois
$986K
WLG
717
Williamson Legacy Group
Indiana
$984K
1NWS
718
1 North Wealth Services
Maryland
$983K
NFSG
719
Newbridge Financial Services Group
Florida
$972K
STA
720
Summit Trail Advisors
New York
$970K
AWM
721
Axxcess Wealth Management
California
$970K
LFG
722
Larson Financial Group
Missouri
$958K
AAIS
723
ABN AMRO Investment Solutions
$954K
BWAM
724
Boyd Watterson Asset Management
Ohio
$947K
SIA
725
Soltis Investment Advisors
Utah
$943K