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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 %
CNTOF
976
Canandaigua National Trust of Florida
New York
$441K
SF
977
Summit Financial
New Jersey
$440K +$69.8K +261 +19%
SFC
978
SYM Financial Corp
Indiana
$439K +$15K +56 +4%
HFM
979
Harvest Fund Management
China
$437K +$11K +41 +3%
FG
980
Fiduciary Group
Georgia
$437K
AWA
981
AGH Wealth Advisors
Kansas
$435K +$3.75K +14 +0.9%
BHWM
982
Bar Harbor Wealth Management
New Hampshire
$435K
UF
983
Univest Financial
Pennsylvania
$435K
HI
984
Harbour Investments
Wisconsin
$435K +$115K +429 +36%
HCM
985
Howland Capital Management
Massachusetts
$434K -$28.4K -106 -6%
HPM
986
Hudson Portfolio Management
New York
$433K
SWM
987
Segment Wealth Management
Texas
$431K +$803 +3 +0.2%
CAG
988
Crestwood Advisors Group
Massachusetts
$431K -$1.61K -6 -0.4%
BWP
989
Balboa Wealth Partners
Arizona
$430K +$430K +1,607 New
VC
990
Veracity Capital
Georgia
$429K -$68.2K -255 -14%
FAT
991
First American Trust
California
$427K +$36.7K +137 +9%
CPIA
992
Cornell Pochily Investment Advisors
New York
$426K +$54K +202 +15%
LS
993
Livforsakringsbolaget Skandia
Sweden
$423K
KFS
994
Kurt F. Somerville
$421K
NAM
995
NorthCrest Asset Manangement
Minnesota
$418K +$65.5K +248 +19%
BHBT
996
Burke & Herbert Bank & Trust
Virginia
$418K
MCM
997
Monument Capital Management
Virginia
$416K +$28.4K +106 +7%
CASB
998
Cape Ann Savings Bank
Massachusetts
$415K -$13.4K -50 -3%
MCM
999
Manchester Capital Management
Vermont
$414K +$803 +3 +0.2%
BSTWA
1000
Blake Schutter Theil Wealth Advisors
Ohio
$410K