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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
AC
1151
Avestar Capital
New York
$295K
RA
1152
Ruggaard & Associates
Ohio
$295K
AIM
1153
Anchor Investment Management
South Carolina
$295K
BCM
1154
Blume Capital Management
California
$294K
JCIA
1155
Jackson Creek Investment Advisors
Colorado
$294K
TW
1156
TritonPoint Wealth
Maryland
$293K
3IP
1157
3Chopt Investment Partners
Virginia
$292K
KAM
1158
Knightsbridge Asset Management
California
$292K
AAS
1159
Ameritas Advisory Services
Nebraska
$292K
AFGAS
1160
Allegiance Financial Group Advisory Services
Virginia
$290K
BCG
1161
Breakwater Capital Group
New Jersey
$288K
WA
1162
Waddell & Associates
Tennessee
$287K
LAM
1163
Longboard Asset Management
Arizona
$287K
SS
1164
Sunbelt Securities
Texas
$287K
SPAS
1165
Spectrum Planning & Advisory Services
California
$286K
CST
1166
Charles Schwab Trust
Nevada
$286K
KFI
1167
Key Financial Inc
Pennsylvania
$285K
SPA
1168
Sherbrooke Park Advisers
New York
$284K
TNBTD
1169
Trustmark National Bank Trust Department
Mississippi
$283K
SMA
1170
Sage Mountain Advisors
Georgia
$283K
RCA
1171
Resonant Capital Advisors
Wisconsin
$283K
BIAS
1172
Beacon Investment Advisory Services
New Jersey
$281K
SBFM
1173
S-Bank Fund Management
Finland
$281K
OCM
1174
One Capital Management
California
$280K
TIM
1175
Tortoise Investment Management
New York
$280K