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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
ZIM
1176
Zacks Investment Management
Illinois
$279K
PCG
1177
Prosperity Consulting Group
Maryland
$279K
LBC
1178
Leigh Baldwin & Co
New York
$278K
JFL
1179
Jarislowsky, Fraser Ltd
Quebec, Canada
$278K
CWS
1180
Confluence Wealth Services
Pennsylvania
$278K
FMLI
1181
Fukoku Mutual Life Insurance
Japan
$277K
PWG
1182
Portside Wealth Group
Utah
$276K
PFM
1183
Phillips Financial Management
Indiana
$275K
CA
1184
Cornerstone Advisory
Maryland
$275K
LJAC
1185
L.J. Altfest & Co
New York
$274K
CBT
1186
Crews Bank & Trust
Florida
$274K
HWA
1187
HCR Wealth Advisors
California
$274K
CPBTD
1188
Central Pacific Bank - Trust Division
Hawaii
$273K
SDAM
1189
Shulman DeMeo Asset Management
New York
$273K
WI
1190
Wedgewood Investors
Pennsylvania
$273K
GF
1191
Gries Financial
Ohio
$272K
TSMHT
1192
Thurston Springer Miller Herd & Titak
Indiana
$272K
MAM
1193
McLean Asset Management
Virginia
$271K
FC
1194
Farringdon Capital
United Kingdom
$270K
TPCM
1195
Templeton & Phillips Capital Management
Tennessee
$269K
NCM
1196
Next Capital Management
New York
$269K
LAM
1197
L2 Asset Management
Massachusetts
$268K
QFA
1198
Quantum Financial Advisors
California
$268K
SBWIC
1199
Schaper Benz & Wise Investment Counsel
Wisconsin
$268K
RWI
1200
Red Wave Investments
Pennsylvania
$268K