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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
BHBT
1001
Burke & Herbert Bank & Trust
Virginia
$418K
MCM
1002
Monument Capital Management
Virginia
$416K
CASB
1003
Cape Ann Savings Bank
Massachusetts
$415K
MCM
1004
Manchester Capital Management
Vermont
$414K
BSTWA
1005
Blake Schutter Theil Wealth Advisors
Ohio
$410K
GEA
1006
Glen Eagle Advisors
New Jersey
$409K
AF
1007
Advisornet Financial
Minnesota
$409K
BFO
1008
Boston Family Office
Massachusetts
$408K
JSW
1009
Journey Strategic Wealth
New Jersey
$407K
GCM
1010
G2 Capital Management
Ohio
$407K
MCWS
1011
McKinley Carter Wealth Services
West Virginia
$406K
TWM
1012
Trueblood Wealth Management
Ohio
$404K
WSC
1013
Wellington Shields & Co
New York
$403K
AC
1014
AlphaCore Capital
California
$403K
RC
1015
Randolph Company
Ohio
$402K
NG
1016
Novem Group
New York
$400K
ATFA
1017
All Terrain Financial Advisors
Minnesota
$400K
AO
1018
Advisor OS
Illinois
$399K
KWA
1019
Kingswood Wealth Advisors
California
$398K
CT
1020
Colonial Trust
South Carolina
$398K
DS
1021
DRW Securities
Illinois
$396K
AWM
1022
Aprio Wealth Management
Georgia
$396K
RSWM
1023
Robertson Stephens Wealth Management
California
$395K
FWM
1024
ForthRight Wealth Management
Georgia
$393K
SCP
1025
Sivia Capital Partners
California
$390K