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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
VA
1101
VestGen Advisors
Illinois
$324K
GSWM
1102
Greenup Street Wealth Management
Michigan
$322K
NA
1103
Nestegg Advisors
New York
$322K
PP
1104
Patten & Patten
Tennessee
$321K
EC
1105
Enhancing Capital
Pennsylvania
$321K
BIG
1106
Builder Investment Group
Georgia
$321K
MIC
1107
Means Investment Company
Maine
$321K
KP
1108
Keel Point
Alabama
$319K
EARNEST Partners
1109
EARNEST Partners
Georgia
$316K
AWM
1110
Avior Wealth Management
Nebraska
$316K
BAG
1111
Bridgewealth Advisory Group
California
$315K
MAG
1112
Mayfair Advisory Group
Alabama
$315K
SGC
1113
Slocum, Gordon & Co
Rhode Island
$314K
FFA
1114
Florida Financial Advisors
Florida
$312K
CT
1115
Caldwell Trust
Florida
$312K
NQWM
1116
Northwest Quadrant Wealth Management
Oregon
$312K
RG
1117
Rathbones Group
United Kingdom
$312K
GAA
1118
Global Assets Advisory
Florida
$311K
WP
1119
Wealthspan Partners
Iowa
$311K
WH
1120
Willner & Heller
California
$310K
LWM
1121
Lyell Wealth Management
California
$309K
FWA
1122
Flagship Wealth Advisors
Massachusetts
$309K
OBWG
1123
Onyx Bridge Wealth Group
New York
$308K
ECM
1124
EagleClaw Capital Management
Massachusetts
$307K
AAM
1125
Advisors Asset Management
Colorado
$307K