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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
MMM
801
Mendel Money Management
Illinois
$734K
ABC
802
Associated Banc-Corp
Wisconsin
$731K
SW
803
SkyOak Wealth
Michigan
$728K
HIP
804
HUB Investment Partners
Texas
$728K
BONH
805
Bank of New Hampshire
New Hampshire
$727K
CWM
806
Connecticut Wealth Management
Connecticut
$726K
BWP
807
Baldwin Wealth Partners
Massachusetts
$726K
MWPCG
808
Measured Wealth Private Client Group
New Hampshire
$713K
RIG
809
RiverFront Investment Group
Virginia
$712K
EB
810
Eastern Bank
Massachusetts
$712K
AWM
811
Aries Wealth Management
Maine
$711K
AAP
812
Arax Advisory Partners
Colorado
$703K
PEAK6
813
PEAK6
Illinois
$701K
TAM
814
Trust Asset Management
Texas
$701K
WF
815
Welch & Forbes
Massachusetts
$699K
OFS
816
Orrstown Financial Services
Pennsylvania
$699K
JAG
817
Journey Advisory Group
Kentucky
$694K
IPW
818
Inlet Private Wealth
Florida
$693K
Legacy Financial Group (Iowa)
819
Legacy Financial Group (Iowa)
Iowa
$692K
CP
820
CenterBook Partners
Connecticut
$692K
PNC
821
Park National Corp
Ohio
$690K
FSA
822
Franklin Street Advisors
North Carolina
$690K
FNBSF
823
First National Bank Sioux Falls
South Dakota
$686K
IAS
824
Insigneo Advisory Services
Florida
$678K
TVM
825
True Vision MN
Minnesota
$677K