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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
ACM
951
Advisors Capital Management
New Jersey
$482K
PPWP
952
Premier Path Wealth Partners
New Jersey
$481K
HH
953
Hilltop Holdings
Texas
$479K
ECM
954
Evergreen Capital Management
Washington
$474K
WAM
955
WFA Asset Management
Wisconsin
$474K
BB
956
Busey Bank
Illinois
$473K
BMCM
957
Burns Matteson Capital Management
New York
$470K
DWM
958
Drive Wealth Management
Utah
$469K
WB
959
WesBanco Bank
West Virginia
$467K
VCM
960
Voleon Capital Management
California
$467K
SFS
961
Sowell Financial Services
Arkansas
$466K
DWM
962
Destination Wealth Management
California
$466K
ILI
963
Invesco LLC (Illinois)
Illinois
$465K
BHPW
964
Beverly Hills Private Wealth
California
$465K
PP
965
PrairieView Partners
Minnesota
$464K
PBC
966
Pavion Blue Capital
California
$461K
AIM
967
Athena Investment Management
California
$460K
EWM
968
Evermay Wealth Management
Virginia
$457K
SAA
969
Southeast Asset Advisors
Georgia
$455K
NRS
970
Neville Rodie & Shaw
New York
$454K
CIBC World Market
971
CIBC World Market
Ontario, Canada
$453K
AP
972
Appleton Partners
Massachusetts
$450K
4A
973
4Wealth Advisors
Illinois
$450K
T
974
Transce3nd
Texas
$449K
WPP
975
Whalerock Point Partners
Rhode Island
$449K