TRV icon

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
CAM
976
Cozad Asset Management
Illinois
$447K
MPWT
977
MassMutual Private Wealth & Trust
Connecticut
$445K
TWPM
978
Total Wealth Planning & Management
Florida
$445K
PCS
979
Personal CFO Solutions
New Jersey
$445K
BL
980
BFSG LLC
California
$444K
CNTOF
981
Canandaigua National Trust of Florida
New York
$441K
SF
982
Summit Financial
New Jersey
$440K
SFC
983
SYM Financial Corp
Indiana
$439K
HFM
984
Harvest Fund Management
China
$437K
FG
985
Fiduciary Group
Georgia
$437K
AWA
986
AGH Wealth Advisors
Kansas
$435K
BHWM
987
Bar Harbor Wealth Management
New Hampshire
$435K
UF
988
Univest Financial
Pennsylvania
$435K
HI
989
Harbour Investments
Wisconsin
$435K
HCM
990
Howland Capital Management
Massachusetts
$434K
HPM
991
Hudson Portfolio Management
New York
$433K
SWM
992
Segment Wealth Management
Texas
$431K
CAG
993
Crestwood Advisors Group
Massachusetts
$431K
BWP
994
Balboa Wealth Partners
Arizona
$430K
VC
995
Veracity Capital
Georgia
$429K
FAT
996
First American Trust
California
$427K
CPIA
997
Cornell Pochily Investment Advisors
New York
$426K
LS
998
Livforsakringsbolaget Skandia
Sweden
$423K
KFS
999
Kurt F. Somerville
$421K
NAM
1000
NorthCrest Asset Manangement
Minnesota
$418K