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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
AAM
751
AR Asset Management
California
$873K
LCM
752
LVM Capital Management
Michigan
$870K
LCM
753
Landscape Capital Management
New Jersey
$869K
UFF
754
USA Financial Formulas
Michigan
$868K
SC
755
Syon Capital
California
$862K
QCIG
756
Quad-Cities Investment Group
Iowa
$857K
GL
757
Graypoint LLC
New York
$856K
MWM
758
Mission Wealth Management
California
$855K
RMDI
759
R.M. Davis Inc
Maine
$846K
EFA
760
Evernest Financial Advisors
Indiana
$844K
SG Americas Securities
761
SG Americas Securities
New York
$844K
FIA
762
Foundations Investment Advisors
Arizona
$842K
ACI
763
Alpha Cubed Investments
California
$835K
PS
764
Principal Securities
Iowa
$834K
CCA
765
Checchi Capital Advisers
California
$834K
BFG
766
Berger Financial Group
Minnesota
$833K
TPW
767
Transatlantique Private Wealth
New York
$832K
DTL
768
Dynamic Technology Lab
Singapore
$827K
WBCM
769
Wilson & Boucher Capital Management
California
$826K
VHAM
770
Van Hulzen Asset Management
California
$823K
FRA
771
Frank Rimerman Advisors
California
$821K
PB
772
Pinnacle Bancorp
Nebraska
$821K
MLM
773
Mount Lucas Management
Pennsylvania
$820K
GFP
774
Gryphon Financial Partners
Ohio
$811K
WPC
775
Wedmont Private Capital
Pennsylvania
$809K