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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
AWA
776
Arkadios Wealth Advisors
Georgia
$809K
LFAS
777
Level Four Advisory Services
Texas
$802K
CNB
778
Camden National Bank
Maine
$802K
CT
779
Chicago Trust
Illinois
$791K
FCP
780
Fidelis Capital Partners
Florida
$790K
IAN
781
Integrated Advisors Network
Texas
$787K
BOS
782
Bank of Stockton
California
$777K
BAM
783
Blueshift Asset Management
New Jersey
$777K
FNFDCM
784
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$776K
IPW
785
Impact Partnership Wealth
Georgia
$773K
FHA
786
Flagship Harbor Advisors
Massachusetts
$770K
SAM
787
Smartleaf Asset Management
Massachusetts
$768K
IWA
788
IBEX Wealth Advisors
New Jersey
$762K
CHAM
789
Clear Harbor Asset Management
Connecticut
$762K
MAM
790
Madison Asset Management
Wisconsin
$760K
BIG
791
Brooklyn Investment Group
New York
$756K
RTC
792
Real Talk Capital
Tennessee
$753K
CGL
793
Clarius Group LLC
Washington
$750K
GWANC
794
Guardian Wealth Advisors (North Carolina)
North Carolina
$747K
CAMG
795
CWA Asset Management Group
Florida
$746K
GVAG
796
Great Valley Advisor Group
Delaware
$746K
BAM
797
Brave Asset Management
New Jersey
$744K
CAM
798
Chesapeake Asset Management
New York
$742K
JFA
799
JNBA Financial Advisors
Minnesota
$741K
VT
800
Volterra Technologies
New York
$738K