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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
AA
1126
Alta Advisers
United Kingdom
$306K
CCA
1127
Childress Capital Advisors
Texas
$306K
CCC
1128
Compass Capital Corp
Massachusetts
$306K
KFGG
1129
Keystone Financial Group (Georgia)
Georgia
$305K
VA
1130
Valmark Advisers
Ohio
$304K
SCA
1131
Sippican Capital Advisors
Massachusetts
$304K
CFS
1132
CRA Financial Services
New Jersey
$303K
FOA
1133
Five Oceans Advisors
California
$303K
WBC
1134
Westpac Banking Corp
Australia
$303K
QC
1135
Quent Capital
New York
$302K
MSFS
1136
Main Street Financial Solutions
Pennsylvania
$301K
SAM
1137
Sawgrass Asset Management
Florida
$301K
SWTS
1138
Stonehaven Wealth & Tax Solutions
Wisconsin
$300K
JWA
1139
JFS Wealth Advisors
Pennsylvania
$300K
MSA
1140
Marino Stram & Associates
Massachusetts
$300K
PIP
1141
Peachtree Investment Partners
Florida
$299K
AWA
1142
Aaron Wealth Advisors
Illinois
$299K
CAGAS
1143
Capital Advisory Group Advisory Services
Minnesota
$299K
AWM
1144
Accurate Wealth Management
Florida
$299K
NS
1145
NBC Securities
Alabama
$298K
FMII
1146
Farmers & Merchants Investments Inc
Nebraska
$296K
EA
1147
Everpar Advisors
Oklahoma
$296K
MAM
1148
Mystic Asset Management
Rhode Island
$296K
SWA
1149
Stratos Wealth Advisors
Ohio
$296K
MWS
1150
MFA Wealth Services
California
$295K