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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
LOPW
1076
Live Oak Private Wealth
North Carolina
$344K
BBA
1077
BLB&B Advisors
Pennsylvania
$343K
FFG
1078
Fiduciary Financial Group
California
$343K
IC
1079
Iconiq Capital
California
$338K
DP
1080
Dearborn Partners
Illinois
$338K
CWM
1081
Cornerstone Wealth Management
Missouri
$336K
LCM
1082
Liberty Capital Management
Michigan
$335K
CSC
1083
Caldwell Sutter Capital
California
$335K
PMFA
1084
Plante Moran Financial Advisors
Michigan
$335K
MWM
1085
Modern Wealth Management
Kansas
$334K
UAG
1086
United Advisor Group
Ohio
$333K
CAC
1087
Core Alternative Capital
Georgia
$333K
WA
1088
Wealth Architects
California
$332K
OC
1089
Oakworth Capital
Alabama
$332K
FZCM
1090
Flynn Zito Capital Management
New York
$331K
SPI
1091
Santori & Peters Inc
Pennsylvania
$331K
SRC
1092
Sage Rhino Capital
California
$330K
WE
1093
Wealth Effects
Massachusetts
$329K
OPA
1094
Old Port Advisors
Maine
$329K
OWA
1095
One Wealth Advisors
California
$328K
CFP
1096
Catalyst Financial Partners
Massachusetts
$328K
LFA
1097
Legacy Financial Advisors
Kentucky
$327K
WPW
1098
Waldron Private Wealth
Pennsylvania
$325K
AMG
1099
Advisors Management Group
Wisconsin
$325K
ASG
1100
Ariston Services Group
California
$324K