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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 %
OWP
1051
Obermeyer Wealth Partners
Colorado
$365K +$5.35K +20 +1%
NHT
1052
New Hampshire Trust
New Hampshire
$363K +$21.4K +80 +6%
SW
1053
SVB Wealth
Massachusetts
$363K -$510K -1,906 -58%
TC
1054
TownSquare Capital
Utah
$362K -$3.68M -13,743 -91%
SFI
1055
SPC Financial Inc
Maryland
$361K +$3.75K +14 +1%
CB
1056
Centennial Bank
Arkansas
$359K +$6.69K +25 +2%
WCM
1057
Windsor Capital Management
Arizona
$358K -$3.21K -12 -0.9%
NB
1058
NBT Bank
New York
$357K
SFS
1059
Strategic Financial Services
New York
$356K
BBHC
1060
Brown Brothers Harriman & Co
New York
$354K +$150K +562 +74%
GVCM
1061
Global View Capital Management
Wisconsin
$353K -$32.1K -120 -8%
WAP
1062
Wealthcare Advisory Partners
Pennsylvania
$353K -$25.9K -97 -7%
RDWM
1063
Red Door Wealth Management
Tennessee
$353K +$353K +1,318 New
ST
1064
Somerset Trust
Pennsylvania
$351K +$6.96K +26 +2%
RG
1065
Renaissance Group
Kentucky
$350K -$48.7K -182 -12%
NI
1066
NDVR Inc
Massachusetts
$350K +$17.1K +64 +5%
VST
1067
Van Strum & Towne
California
$349K
RPGK
1068
Retirement Planning Group (Kansas)
Kansas
$349K
MF
1069
Magnetar Financial
Illinois
$346K -$352K -1,317 -50%
DAM
1070
Delta Asset Management
Tennessee
$344K -$2.68K -10 -0.8%
LOPW
1071
Live Oak Private Wealth
North Carolina
$344K
BBA
1072
BLB&B Advisors
Pennsylvania
$343K -$38K -142 -10%
FFG
1073
Fiduciary Financial Group
California
$343K +$10.1K +38 +3%
IC
1074
Iconiq Capital
California
$338K -$57.5K -215 -15%
DP
1075
Dearborn Partners
Illinois
$338K