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Travelers Companies

1,614 hedge funds and large institutions have $50.6B invested in Travelers Companies in 2025 Q2 according to their latest regulatory filings, with 129 funds opening new positions, 593 increasing their positions, 554 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,614
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
AP
976
Appleton Partners
Massachusetts
$450K
4A
977
4Wealth Advisors
Illinois
$450K
T
978
Transce3nd
Texas
$449K
WPP
979
Whalerock Point Partners
Rhode Island
$449K
CAM
980
Cozad Asset Management
Illinois
$447K
MPWT
981
MassMutual Private Wealth & Trust
Connecticut
$445K
TWPM
982
Total Wealth Planning & Management
Florida
$445K
PCS
983
Personal CFO Solutions
New Jersey
$445K
BL
984
BFSG LLC
California
$444K
CNTOF
985
Canandaigua National Trust of Florida
New York
$441K
SF
986
Summit Financial
New Jersey
$440K
SFC
987
SYM Financial Corp
Indiana
$439K
HFM
988
Harvest Fund Management
China
$437K
FG
989
Fiduciary Group
Georgia
$437K
AWA
990
AGH Wealth Advisors
Kansas
$435K
BHWM
991
Bar Harbor Wealth Management
New Hampshire
$435K
UF
992
Univest Financial
Pennsylvania
$435K
HI
993
Harbour Investments
Wisconsin
$435K
HCM
994
Howland Capital Management
Massachusetts
$434K
HPM
995
Hudson Portfolio Management
New York
$433K
SWM
996
Segment Wealth Management
Texas
$431K
CAG
997
Crestwood Advisors Group
Massachusetts
$431K
BWP
998
Balboa Wealth Partners
Arizona
$430K
VC
999
Veracity Capital
Georgia
$429K
FAT
1000
First American Trust
California
$427K