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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
LI
851
LMCG Investments
Massachusetts
$624K
AIM
852
Alhambra Investment Management
Florida
$623K
HWMO
853
Heritage Wealth Management (Ohio)
Ohio
$623K
UCB
854
United Community Bank
South Carolina
$623K
MA
855
MONECO Advisors
Connecticut
$623K
SWM
856
Salvus Wealth Management
New Jersey
$621K
CB
857
Community Bank
New York
$621K
EW
858
Evoke Wealth
California
$620K
MWM
859
Modera Wealth Management
New Jersey
$620K
MLL
860
Moody Lynn & Lieberson
Massachusetts
$619K
STCOSD
861
Sageworth Trust Company of South Dakota
South Dakota
$617K
HCA
862
Harbour Capital Advisors
Virginia
$615K
SIG
863
Sky Investment Group
Connecticut
$613K
FRM
864
Foundation Resource Management
Arkansas
$612K
PW
865
PUREfi Wealth
Massachusetts
$611K
DWP
866
Daymark Wealth Partners
Ohio
$610K
CSB
867
City State Bank
Iowa
$606K
Financial Engines Advisors
868
Financial Engines Advisors
California
$605K
CPIG
869
Chicago Partners Investment Group
Illinois
$602K
WCM
870
Weik Capital Management
Pennsylvania
$598K
CI
871
Cigna Investments
Connecticut
$594K
SGCA
872
Steel Grove Capital Advisors
Tennessee
$593K
FCM
873
FJ Capital Management
Virginia
$588K
SC
874
SouthState Corp
Florida
$588K
LIM
875
Leavell Investment Management
Alabama
$586K