TRV icon

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
ABWM
1051
Alpine Bank Wealth Management
Colorado
$373K
SSC
1052
Syverson Strege & Co
Iowa
$373K
WIC
1053
Woodmont Investment Counsel
Tennessee
$371K
WA
1054
Wealthstar Advisors
Texas
$371K
CI Investments Inc
1055
CI Investments Inc
Ontario, Canada
$369K
LAI
1056
Legal Advantage Investments
California
$369K
PL
1057
Plancorp LLC
Missouri
$369K
CAG
1058
Csenge Advisory Group
Florida
$367K
DJSG
1059
D.J. St. Germain
Massachusetts
$367K
OWP
1060
Obermeyer Wealth Partners
Colorado
$365K
NHT
1061
New Hampshire Trust
New Hampshire
$363K
SW
1062
SVB Wealth
Massachusetts
$363K
TC
1063
TownSquare Capital
Utah
$362K
SFI
1064
SPC Financial Inc
Maryland
$361K
CB
1065
Centennial Bank
Arkansas
$359K
WCM
1066
Windsor Capital Management
Arizona
$358K
NB
1067
NBT Bank
New York
$357K
SFS
1068
Strategic Financial Services
New York
$356K
BBHC
1069
Brown Brothers Harriman & Co
New York
$354K
GVCM
1070
Global View Capital Management
Wisconsin
$353K
WAP
1071
Wealthcare Advisory Partners
Pennsylvania
$353K
RDWM
1072
Red Door Wealth Management
Tennessee
$353K
ST
1073
Somerset Trust
Pennsylvania
$351K
RG
1074
Renaissance Group
Kentucky
$350K
NI
1075
NDVR Inc
Massachusetts
$350K