TRV icon

Travelers Companies

1,603 hedge funds and large institutions have $50.4B invested in Travelers Companies in 2025 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 591 increasing their positions, 548 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,603
Holders Change
-9
Holders Change %
-0.56%
% of All Funds
21.48%
Holding in Top 10
13
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-31.58%
% of All Funds
0.17%
New
128
Increased
591
Reduced
548
Closed
111
Calls
$159M
Puts
$144M
Net Calls
+$14.4M
Net Calls Change
-$14.2M
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
851
Salvus Wealth Management
New Jersey
$621K -$12.8K -48 -2%
CB
852
Community Bank
New York
$621K -$503K -1,880 -45%
EW
853
Evoke Wealth
California
$620K +$246K +921 +66%
MWM
854
Modera Wealth Management
New Jersey
$620K +$29.2K +109 +5%
MLL
855
Moody Lynn & Lieberson
Massachusetts
$619K +$4.01K +15 +0.7%
STCOSD
856
Sageworth Trust Company of South Dakota
South Dakota
$617K -$80K -299 -11%
HCA
857
Harbour Capital Advisors
Virginia
$615K
SIG
858
Sky Investment Group
Connecticut
$613K
FRM
859
Foundation Resource Management
Arkansas
$612K
PW
860
PUREfi Wealth
Massachusetts
$611K +$174K +650 +40%
DWP
861
Daymark Wealth Partners
Ohio
$610K -$107K -401 -15%
CSB
862
City State Bank
Iowa
$606K
Financial Engines Advisors
863
Financial Engines Advisors
California
$605K -$240K -896 -28%
CPIG
864
Chicago Partners Investment Group
Illinois
$602K +$69.6K +263 +13%
WCM
865
Weik Capital Management
Pennsylvania
$598K
CI
866
Cigna Investments
Connecticut
$594K -$11K -41 -2%
SGCA
867
Steel Grove Capital Advisors
Tennessee
$593K
FCM
868
FJ Capital Management
Virginia
$588K -$777K -2,905 -57%
SC
869
SouthState Corp
Florida
$588K -$18.2K -68 -3%
LIM
870
Leavell Investment Management
Alabama
$586K -$21.4K -80 -4%
CF
871
Centaurus Financial
California
$584K +$12.3K +46 +2%
CL
872
CSS LLC
Illinois
$583K +$50.8K +190 +10%
WIA
873
World Investment Advisors
California
$583K +$101K +379 +21%
MG
874
Mather Group
Illinois
$582K +$14.2K +53 +2%
Empower Advisory Group
875
Empower Advisory Group
Colorado
$579K -$107K -399 -16%