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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 %
EC
1101
Enhancing Capital
Pennsylvania
$321K
MIC
1102
Means Investment Company
Maine
$321K
KP
1103
Keel Point
Alabama
$319K +$80.5K +301 +34%
EARNEST Partners
1104
EARNEST Partners
Georgia
$316K
AWM
1105
Avior Wealth Management
Nebraska
$316K -$35.9K -134 -10%
BAG
1106
Bridgewealth Advisory Group
California
$315K +$315K +1,179 New
MAG
1107
Mayfair Advisory Group
Alabama
$315K +$530 +2 +0.2%
SGC
1108
Slocum, Gordon & Co
Rhode Island
$314K -$13.4K -50 -4%
FFA
1109
Florida Financial Advisors
Florida
$312K -$97.6K -365 -24%
NQWM
1110
Northwest Quadrant Wealth Management
Oregon
$312K -$268 -1 -0.1%
RG
1111
Rathbones Group
United Kingdom
$312K
GAA
1112
Global Assets Advisory
Florida
$311K -$104K -294 -25%
WP
1113
Wealthspan Partners
Iowa
$311K
WH
1114
Willner & Heller
California
$310K +$1.34K +5 +0.4%
LWM
1115
Lyell Wealth Management
California
$309K +$309K +1,155 New
FWA
1116
Flagship Wealth Advisors
Massachusetts
$309K
OBWG
1117
Onyx Bridge Wealth Group
New York
$308K +$268 +1 +0.1%
ECM
1118
EagleClaw Capital Management
Massachusetts
$307K
AAM
1119
Advisors Asset Management
Colorado
$307K +$535 +2 +0.2%
AA
1120
Alta Advisers
United Kingdom
$306K
CCA
1121
Childress Capital Advisors
Texas
$306K +$58K +217 +23%
CCC
1122
Compass Capital Corp
Massachusetts
$306K -$10.7K -42 -3%
KFGG
1123
Keystone Financial Group (Georgia)
Georgia
$305K +$798 +3 +0.3%
VA
1124
Valmark Advisers
Ohio
$304K -$15.5K -58 -5%
SCA
1125
Sippican Capital Advisors
Massachusetts
$304K