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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 %
BB
951
Busey Bank
Illinois
$473K +$117K +436 +33%
BMCM
952
Burns Matteson Capital Management
New York
$470K -$19.8K -74 -4%
DWM
953
Drive Wealth Management
Utah
$469K -$1.61K -6 -0.3%
WB
954
WesBanco Bank
West Virginia
$467K
VCM
955
Voleon Capital Management
California
$467K +$191K +714 +69%
SFS
956
Sowell Financial Services
Arkansas
$466K -$78.1K -292 -14%
DWM
957
Destination Wealth Management
California
$466K +$15.8K +59 +4%
ILI
958
Invesco LLC (Illinois)
Illinois
$465K -$5.08K -19 -1%
BHPW
959
Beverly Hills Private Wealth
California
$465K -$66.1K -247 -12%
PP
960
PrairieView Partners
Minnesota
$464K
PBC
961
Pavion Blue Capital
California
$461K
AIM
962
Athena Investment Management
California
$460K -$50.8K -190 -10%
EWM
963
Evermay Wealth Management
Virginia
$457K -$2.68K -10 -0.6%
SAA
964
Southeast Asset Advisors
Georgia
$455K +$455K +1,700 New
NRS
965
Neville Rodie & Shaw
New York
$454K
CIBC World Market
966
CIBC World Market
Ontario, Canada
$453K -$4.45M -16,651 -91%
AP
967
Appleton Partners
Massachusetts
$450K -$25.1K -94 -5%
4A
968
4Wealth Advisors
Illinois
$450K -$5.88K -22 -1%
T
969
Transce3nd
Texas
$449K
WPP
970
Whalerock Point Partners
Rhode Island
$449K
CAM
971
Cozad Asset Management
Illinois
$447K +$27K +101 +6%
MPWT
972
MassMutual Private Wealth & Trust
Connecticut
$445K +$108K +402 +32%
TWPM
973
Total Wealth Planning & Management
Florida
$445K -$29.2K -109 -6%
PCS
974
Personal CFO Solutions
New Jersey
$445K +$235K +880 +113%
BL
975
BFSG LLC
California
$444K