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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
GCP
826
GSA Capital Partners
United Kingdom
$676K
SFS
827
Stiles Financial Services
Minnesota
$675K
BCM
828
Brookstone Capital Management
Illinois
$674K
SVWAG
829
Sound View Wealth Advisors Group
Georgia
$669K
PA
830
Procyon Advisors
Connecticut
$669K
JWM
831
Jeppson Wealth Management
California
$666K
BTW
832
Boston Trust Walden
Massachusetts
$665K
GS
833
GWN Securities
Florida
$664K
WCWM
834
Wooster Corthell Wealth Management
Connecticut
$662K
SG
835
StoneX Group
New York
$662K
ICP
836
Interchange Capital Partners
Pennsylvania
$661K
BIA
837
Beacon Investment Advisors
Maryland
$660K
ESB
838
Essex Savings Bank
Connecticut
$658K
CIA
839
Capital Investment Advisors
Georgia
$655K
GC
840
Grimes & Company
Massachusetts
$653K
SWP
841
Sagespring Wealth Partners
Tennessee
$652K
BWM
842
Baron Wealth Management
Michigan
$648K
NWM
843
Northcape Wealth Management
New York
$642K
WS
844
Wedbush Securities
California
$641K
1IA
845
1620 Investment Advisors
Massachusetts
$633K
NPT
846
Nixon Peabody Trust
Massachusetts
$630K
TWA
847
TCI Wealth Advisors
Arizona
$630K
RC
848
Rexford Capital
Texas
$629K
I
849
InceptionR
California
$629K
SWP
850
Stratos Wealth Partners
Ohio
$624K