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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
CI Investments Inc
1051
CI Investments Inc
Ontario, Canada
$369K
LAI
1052
Legal Advantage Investments
California
$369K
PL
1053
Plancorp LLC
Missouri
$369K
CAG
1054
Csenge Advisory Group
Florida
$367K
DJSG
1055
D.J. St. Germain
Massachusetts
$367K
OWP
1056
Obermeyer Wealth Partners
Colorado
$365K
NHT
1057
New Hampshire Trust
New Hampshire
$363K
SW
1058
SVB Wealth
Massachusetts
$363K
TC
1059
TownSquare Capital
Utah
$362K
SFI
1060
SPC Financial Inc
Maryland
$361K
CB
1061
Centennial Bank
Arkansas
$359K
WCM
1062
Windsor Capital Management
Arizona
$358K
NB
1063
NBT Bank
New York
$357K
SFS
1064
Strategic Financial Services
New York
$356K
BBHC
1065
Brown Brothers Harriman & Co
New York
$354K
GVCM
1066
Global View Capital Management
Wisconsin
$353K
WAP
1067
Wealthcare Advisory Partners
Pennsylvania
$353K
RDWM
1068
Red Door Wealth Management
Tennessee
$353K
ST
1069
Somerset Trust
Pennsylvania
$351K
RG
1070
Renaissance Group
Kentucky
$350K
NI
1071
NDVR Inc
Massachusetts
$350K
VST
1072
Van Strum & Towne
California
$349K
RPGK
1073
Retirement Planning Group (Kansas)
Kansas
$349K
MF
1074
Magnetar Financial
Illinois
$346K
DAM
1075
Delta Asset Management
Tennessee
$344K