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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
SWA
1151
Stratos Wealth Advisors
Ohio
$296K
MWS
1152
MFA Wealth Services
California
$295K
AC
1153
Avestar Capital
New York
$295K
RA
1154
Ruggaard & Associates
Ohio
$295K
AIM
1155
Anchor Investment Management
South Carolina
$295K
BCM
1156
Blume Capital Management
California
$294K
JCIA
1157
Jackson Creek Investment Advisors
Colorado
$294K
TW
1158
TritonPoint Wealth
Maryland
$293K
3IP
1159
3Chopt Investment Partners
Virginia
$292K
KAM
1160
Knightsbridge Asset Management
California
$292K
AAS
1161
Ameritas Advisory Services
Nebraska
$292K
AFGAS
1162
Allegiance Financial Group Advisory Services
Virginia
$290K
BCG
1163
Breakwater Capital Group
New Jersey
$288K
WA
1164
Waddell & Associates
Tennessee
$287K
LAM
1165
Longboard Asset Management
Arizona
$287K
SS
1166
Sunbelt Securities
Texas
$287K
SPAS
1167
Spectrum Planning & Advisory Services
California
$286K
CST
1168
Charles Schwab Trust
Nevada
$286K
KFI
1169
Key Financial Inc
Pennsylvania
$285K
SPA
1170
Sherbrooke Park Advisers
New York
$284K
TNBTD
1171
Trustmark National Bank Trust Department
Mississippi
$283K
SMA
1172
Sage Mountain Advisors
Georgia
$283K
RCA
1173
Resonant Capital Advisors
Wisconsin
$283K
BIAS
1174
Beacon Investment Advisory Services
New Jersey
$281K
SBFM
1175
S-Bank Fund Management
Finland
$281K