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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
TCBWMS
901
Texas Capital Bank Wealth Management Services
Texas
$549K
EWA
902
EverSource Wealth Advisors
Alabama
$549K
TCA
903
Transcend Capital Advisors
New Jersey
$547K
OCG
904
Opus Capital Group
Ohio
$547K
TCM
905
Tradewinds Capital Management
Washington
$543K
BA
906
Bridgewater Advisors
New York
$542K
FGA
907
Fortis Group Advisors
New Jersey
$541K
BPC
908
Bearing Point Capital
Minnesota
$540K
CAM
909
Cidel Asset Management
Ontario, Canada
$540K
MSFP
910
Mark Sheptoff Financial Planning
Connecticut
$539K
PMWMG
911
Parr McKnight Wealth Management Group
Minnesota
$539K
DWM
912
Defined Wealth Management
Oregon
$535K
MFIM
913
Mesirow Financial Investment Management
Illinois
$533K
PMSA
914
Patrick M. Sweeney & Associates
Illinois
$532K
FTC
915
Farmers Trust Company
Ohio
$531K
MGIA
916
Moneta Group Investment Advisors
Missouri
$530K
GRP
917
Global Retirement Partners
California
$529K
PP
918
PDS Planning
Ohio
$527K
PJSIMP
919
P.J. Schmidt Investment Management (PJS)
Wisconsin
$524K
PFBT
920
Parkside Financial Bank & Trust
Missouri
$523K
RT
921
Rockland Trust
Massachusetts
$522K
BOH
922
Bank of Hawaii
Hawaii
$519K
BWM
923
Brown Wealth Management
Illinois
$517K
MIM
924
Marco Investment Management
Georgia
$516K
VBCG
925
Valley Brook Capital Group
Pennsylvania
$513K