TRV icon

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
OCG
901
Opus Capital Group
Ohio
$547K
TCM
902
Tradewinds Capital Management
Washington
$543K
BA
903
Bridgewater Advisors
New York
$542K
FGA
904
Fortis Group Advisors
New Jersey
$541K
BPC
905
Bearing Point Capital
Minnesota
$540K
CAM
906
Cidel Asset Management
Ontario, Canada
$540K
MSFP
907
Mark Sheptoff Financial Planning
Connecticut
$539K
PMWMG
908
Parr McKnight Wealth Management Group
Minnesota
$539K
DWM
909
Defined Wealth Management
Oregon
$535K
MFIM
910
Mesirow Financial Investment Management
Illinois
$533K
PMSA
911
Patrick M. Sweeney & Associates
Illinois
$532K
FTC
912
Farmers Trust Company
Ohio
$531K
MGIA
913
Moneta Group Investment Advisors
Missouri
$530K
GRP
914
Global Retirement Partners
California
$529K
PP
915
PDS Planning
Ohio
$527K
PJSIMP
916
P.J. Schmidt Investment Management (PJS)
Wisconsin
$524K
PFBT
917
Parkside Financial Bank & Trust
Missouri
$523K
RT
918
Rockland Trust
Massachusetts
$522K
BOH
919
Bank of Hawaii
Hawaii
$519K
BWM
920
Brown Wealth Management
Illinois
$517K
MIM
921
Marco Investment Management
Georgia
$516K
VBCG
922
Valley Brook Capital Group
Pennsylvania
$513K
OAM
923
Oberweis Asset Management
Illinois
$513K
AWM
924
AE Wealth Management
Kansas
$512K
BCA
925
Bay Colony Advisors
Massachusetts
$512K