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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 %
APP
876
Avantax Planning Partners
Iowa
$579K -$5.08K -19 -0.9%
WJWM
877
Williams Jones Wealth Management
New York
$579K
FB
878
Finward Bancorp
Indiana
$578K -$91K -340 -14%
AIP
879
Ameritas Investment Partners
Nebraska
$578K
RWA
880
River Wealth Advisors
Pennsylvania
$578K
SCTC
881
Sanibel Captiva Trust Company
Florida
$577K
PFA
882
Pure Financial Advisors
California
$577K +$296K +1,106 +105%
IAIM
883
International Assets Investment Management
Florida
$568K +$12.3K +46 +2%
SEA
884
Stegent Equity Advisors
Texas
$565K +$55.6K +208 +11%
KFGK
885
Keystone Financial Group (Kentucky)
Kentucky
$565K -$2.41K -9 -0.4%
LNB
886
Ledyard National Bank
$561K +$4.82K +18 +0.9%
CDDEC
887
Caisse Des Depots Et Consignations
France
$559K
LA
888
Lifeworks Advisors
Michigan
$559K -$4.01K -15 -0.7%
SWA
889
Sax Wealth Advisors
New Jersey
$554K +$554K +2,071 New
BBA
890
Baader Bank Aktiengesellschaft
Germany
$552K +$144K +537 +35%
WFI
891
West Family Investments
California
$551K +$129K +481 +30%
DI
892
Diligent Investors
California
$550K
TCBWMS
893
Texas Capital Bank Wealth Management Services
Texas
$549K -$1.07K -4 -0.2%
EWA
894
EverSource Wealth Advisors
Alabama
$549K +$268K +1,002 +95%
TCA
895
Transcend Capital Advisors
New Jersey
$547K -$125K -467 -19%
OCG
896
Opus Capital Group
Ohio
$547K -$46.9K -175 -8%
TCM
897
Tradewinds Capital Management
Washington
$543K
BA
898
Bridgewater Advisors
New York
$542K +$40.8K +157 +8%
FGA
899
Fortis Group Advisors
New Jersey
$541K +$541K +2,078 New
BPC
900
Bearing Point Capital
Minnesota
$540K +$12.3K +46 +2%