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Travelers Companies

1,614 hedge funds and large institutions have $50.6B invested in Travelers Companies in 2025 Q2 according to their latest regulatory filings, with 129 funds opening new positions, 593 increasing their positions, 554 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,614
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
RC
851
Rexford Capital
Texas
$629K
I
852
InceptionR
California
$629K
SWP
853
Stratos Wealth Partners
Ohio
$624K
LI
854
LMCG Investments
Massachusetts
$624K
AIM
855
Alhambra Investment Management
Florida
$623K
HWMO
856
Heritage Wealth Management (Ohio)
Ohio
$623K
UCB
857
United Community Bank
South Carolina
$623K
MA
858
MONECO Advisors
Connecticut
$623K
SWM
859
Salvus Wealth Management
New Jersey
$621K
CB
860
Community Bank
New York
$621K
EW
861
Evoke Wealth
California
$620K
MWM
862
Modera Wealth Management
New Jersey
$620K
MLL
863
Moody Lynn & Lieberson
Massachusetts
$619K
STCOSD
864
Sageworth Trust Company of South Dakota
South Dakota
$617K
HCA
865
Harbour Capital Advisors
Virginia
$615K
SIG
866
Sky Investment Group
Connecticut
$613K
FRM
867
Foundation Resource Management
Arkansas
$612K
PW
868
PUREfi Wealth
Massachusetts
$611K
DWP
869
Daymark Wealth Partners
Ohio
$610K
CSB
870
City State Bank
Iowa
$606K
Financial Engines Advisors
871
Financial Engines Advisors
California
$605K
CPIG
872
Chicago Partners Investment Group
Illinois
$602K
WCM
873
Weik Capital Management
Pennsylvania
$598K
CI
874
Cigna Investments
Connecticut
$594K
SGCA
875
Steel Grove Capital Advisors
Tennessee
$593K