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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
CF
876
Centaurus Financial
California
$584K
CL
877
CSS LLC
Illinois
$583K
WIA
878
World Investment Advisors
California
$583K
MG
879
Mather Group
Illinois
$582K
Empower Advisory Group
880
Empower Advisory Group
Colorado
$579K
APP
881
Avantax Planning Partners
Iowa
$579K
WJWM
882
Williams Jones Wealth Management
New York
$579K
FB
883
Finward Bancorp
Indiana
$578K
AIP
884
Ameritas Investment Partners
Nebraska
$578K
RWA
885
River Wealth Advisors
Pennsylvania
$578K
SCTC
886
Sanibel Captiva Trust Company
Florida
$577K
PFA
887
Pure Financial Advisors
California
$577K
IAIM
888
International Assets Investment Management
Florida
$568K
SEA
889
Stegent Equity Advisors
Texas
$565K
KFGK
890
Keystone Financial Group (Kentucky)
Kentucky
$565K
LNB
891
Ledyard National Bank
$561K
CDDEC
892
Caisse Des Depots Et Consignations
France
$559K
LA
893
Lifeworks Advisors
Michigan
$559K
SWA
894
Sax Wealth Advisors
New Jersey
$554K
BBA
895
Baader Bank Aktiengesellschaft
Germany
$552K
WFI
896
West Family Investments
California
$551K
DI
897
Diligent Investors
California
$550K
TCBWMS
898
Texas Capital Bank Wealth Management Services
Texas
$549K
EWA
899
EverSource Wealth Advisors
Alabama
$549K
TCA
900
Transcend Capital Advisors
New Jersey
$547K