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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
NAS
926
NWF Advisory Services
California
$511K
SOW
927
State of Wyoming
Wyoming
$510K
ST
928
Spinnaker Trust
Maine
$510K
BFM
929
Boothbay Fund Management
New York
$509K
NIM
930
Northeast Investment Management
Massachusetts
$508K
MBTD
931
Mechanics Bank - Trust Department
California
$508K
LSV Asset Management
932
LSV Asset Management
Illinois
$508K
FNC
933
First National Corp
Massachusetts
$505K
PCIA
934
Prime Capital Investment Advisors
Kansas
$505K
MPIA
935
Mountain Pacific Investment Advisers
Idaho
$500K
TNB
936
Thomasville National Bank
Georgia
$500K
PAM
937
Peak Asset Management
Colorado
$500K
SWM
938
Stockman Wealth Management
Montana
$498K
MYIA
939
Mount Yale Investment Advisors
Colorado
$498K
PCP
940
Proficio Capital Partners
Massachusetts
$495K
CWM
941
Cahaba Wealth Management
Georgia
$494K
SA
942
Sylvest Advisors
Texas
$492K
QWP
943
Quotient Wealth Partners
Texas
$491K
ERSOT
944
Employees Retirement System of Texas
Texas
$491K
DCM
945
Donaldson Capital Management
Indiana
$491K
Fisher Asset Management
946
Fisher Asset Management
Washington
$491K
MA
947
Mutual Advisors
Nebraska
$490K
SWM
948
SeaCrest Wealth Management
New York
$489K
GWMR
949
GC Wealth Management RIA
Massachusetts
$486K
BI
950
BFI Infinity
Switzerland
$484K