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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
WPW
1101
Waldron Private Wealth
Pennsylvania
$325K
AMG
1102
Advisors Management Group
Wisconsin
$325K
ASG
1103
Ariston Services Group
California
$324K
VA
1104
VestGen Advisors
Illinois
$324K
GSWM
1105
Greenup Street Wealth Management
Michigan
$322K
NA
1106
Nestegg Advisors
New York
$322K
PP
1107
Patten & Patten
Tennessee
$321K
EC
1108
Enhancing Capital
Pennsylvania
$321K
BIG
1109
Builder Investment Group
Georgia
$321K
MIC
1110
Means Investment Company
Maine
$321K
KP
1111
Keel Point
Alabama
$319K
EARNEST Partners
1112
EARNEST Partners
Georgia
$316K
AWM
1113
Avior Wealth Management
Nebraska
$316K
BAG
1114
Bridgewealth Advisory Group
California
$315K
MAG
1115
Mayfair Advisory Group
Alabama
$315K
SGC
1116
Slocum, Gordon & Co
Rhode Island
$314K
FFA
1117
Florida Financial Advisors
Florida
$312K
CT
1118
Caldwell Trust
Florida
$312K
NQWM
1119
Northwest Quadrant Wealth Management
Oregon
$312K
RG
1120
Rathbones Group
United Kingdom
$312K
GAA
1121
Global Assets Advisory
Florida
$311K
WP
1122
Wealthspan Partners
Iowa
$311K
WH
1123
Willner & Heller
California
$310K
LWM
1124
Lyell Wealth Management
California
$309K
FWA
1125
Flagship Wealth Advisors
Massachusetts
$309K