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
VST
1076
Van Strum & Towne
California
$349K
RPGK
1077
Retirement Planning Group (Kansas)
Kansas
$349K
MF
1078
Magnetar Financial
Illinois
$346K
DAM
1079
Delta Asset Management
Tennessee
$344K
LOPW
1080
Live Oak Private Wealth
North Carolina
$344K
BBA
1081
BLB&B Advisors
Pennsylvania
$343K
FFG
1082
Fiduciary Financial Group
California
$343K
IC
1083
Iconiq Capital
California
$338K
DP
1084
Dearborn Partners
Illinois
$338K
CWM
1085
Cornerstone Wealth Management
Missouri
$336K
LCM
1086
Liberty Capital Management
Michigan
$335K
CSC
1087
Caldwell Sutter Capital
California
$335K
PMFA
1088
Plante Moran Financial Advisors
Michigan
$335K
UAG
1089
United Advisor Group
Ohio
$333K
CAC
1090
Core Alternative Capital
Georgia
$333K
WA
1091
Wealth Architects
California
$332K
OC
1092
Oakworth Capital
Alabama
$332K
FZCM
1093
Flynn Zito Capital Management
New York
$331K
SPI
1094
Santori & Peters Inc
Pennsylvania
$331K
SRC
1095
Sage Rhino Capital
California
$330K
WE
1096
Wealth Effects
Massachusetts
$329K
OPA
1097
Old Port Advisors
Maine
$329K
OWA
1098
One Wealth Advisors
California
$328K
CFP
1099
Catalyst Financial Partners
Massachusetts
$328K
LFA
1100
Legacy Financial Advisors
Kentucky
$327K