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Travelers Companies

1,612 hedge funds and large institutions have $50.5B invested in Travelers Companies in 2025 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 591 increasing their positions, 553 reducing their positions, and 114 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 (+$1.59B)

0% less funds holding

Funds holding: 1,6151,612 (-3)

32% less funds holding in top 10

Funds holding in top 10: 1913 (-6)

Holders
1,612
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
ECM
1126
EagleClaw Capital Management
Massachusetts
$307K
AAM
1127
Advisors Asset Management
Colorado
$307K
AA
1128
Alta Advisers
United Kingdom
$306K
CCA
1129
Childress Capital Advisors
Texas
$306K
CCC
1130
Compass Capital Corp
Massachusetts
$306K
KFGG
1131
Keystone Financial Group (Georgia)
Georgia
$305K
VA
1132
Valmark Advisers
Ohio
$304K
SCA
1133
Sippican Capital Advisors
Massachusetts
$304K
CFS
1134
CRA Financial Services
New Jersey
$303K
FOA
1135
Five Oceans Advisors
California
$303K
WBC
1136
Westpac Banking Corp
Australia
$303K
QC
1137
Quent Capital
New York
$302K
MSFS
1138
Main Street Financial Solutions
Pennsylvania
$301K
SAM
1139
Sawgrass Asset Management
Florida
$301K
SWTS
1140
Stonehaven Wealth & Tax Solutions
Wisconsin
$300K
JWA
1141
JFS Wealth Advisors
Pennsylvania
$300K
MSA
1142
Marino Stram & Associates
Massachusetts
$300K
PIP
1143
Peachtree Investment Partners
Florida
$299K
AWA
1144
Aaron Wealth Advisors
Illinois
$299K
CAGAS
1145
Capital Advisory Group Advisory Services
Minnesota
$299K
AWM
1146
Accurate Wealth Management
Florida
$299K
NS
1147
NBC Securities
Alabama
$298K
FMII
1148
Farmers & Merchants Investments Inc
Nebraska
$296K
EA
1149
Everpar Advisors
Oklahoma
$296K
MAM
1150
Mystic Asset Management
Rhode Island
$296K