TRV icon

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 %
CWM
1076
Cornerstone Wealth Management
Missouri
$336K -$29.2K -109 -8%
LCM
1077
Liberty Capital Management
Michigan
$335K
CSC
1078
Caldwell Sutter Capital
California
$335K -$535 -2 -0.2%
PMFA
1079
Plante Moran Financial Advisors
Michigan
$335K -$154K -577 -32%
MWM
1080
Modern Wealth Management
Kansas
$334K -$127K -474 -28%
UAG
1081
United Advisor Group
Ohio
$333K +$6.15K +23 +2%
CAC
1082
Core Alternative Capital
Georgia
$333K +$48.2K +180 +17%
WA
1083
Wealth Architects
California
$332K -$4.28K -16 -1%
OC
1084
Oakworth Capital
Alabama
$332K -$6.42K -24 -2%
FZCM
1085
Flynn Zito Capital Management
New York
$331K
SPI
1086
Santori & Peters Inc
Pennsylvania
$331K
SRC
1087
Sage Rhino Capital
California
$330K +$4.28K +16 +1%
WE
1088
Wealth Effects
Massachusetts
$329K
OPA
1089
Old Port Advisors
Maine
$329K +$268 +1 +0.1%
OWA
1090
One Wealth Advisors
California
$328K +$803 +3 +0.2%
CFP
1091
Catalyst Financial Partners
Massachusetts
$328K +$10.2K +38 +3%
LFA
1092
Legacy Financial Advisors
Kentucky
$327K +$16.1K +60 +5%
WPW
1093
Waldron Private Wealth
Pennsylvania
$325K -$81.1K -303 -20%
AMG
1094
Advisors Management Group
Wisconsin
$325K -$802 -3 -0.2%
ASG
1095
Ariston Services Group
California
$324K
VA
1096
VestGen Advisors
Illinois
$324K +$18.5K +69 +6%
GSWM
1097
Greenup Street Wealth Management
Michigan
$322K +$1.87K +7 +0.6%
NA
1098
Nestegg Advisors
New York
$322K
PP
1099
Patten & Patten
Tennessee
$321K
BIG
1100
Builder Investment Group
Georgia
$321K