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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
OCM
1176
One Capital Management
California
$280K
TIM
1177
Tortoise Investment Management
New York
$280K
ZIM
1178
Zacks Investment Management
Illinois
$279K
PCG
1179
Prosperity Consulting Group
Maryland
$279K
LBC
1180
Leigh Baldwin & Co
New York
$278K
JFL
1181
Jarislowsky, Fraser Ltd
Quebec, Canada
$278K
CWS
1182
Confluence Wealth Services
Pennsylvania
$278K
FMLI
1183
Fukoku Mutual Life Insurance
Japan
$277K
PWG
1184
Portside Wealth Group
Utah
$276K
PFM
1185
Phillips Financial Management
Indiana
$275K
CA
1186
Cornerstone Advisory
Maryland
$275K
LJAC
1187
L.J. Altfest & Co
New York
$274K
CBT
1188
Crews Bank & Trust
Florida
$274K
HWA
1189
HCR Wealth Advisors
California
$274K
CPBTD
1190
Central Pacific Bank - Trust Division
Hawaii
$273K
SDAM
1191
Shulman DeMeo Asset Management
New York
$273K
WI
1192
Wedgewood Investors
Pennsylvania
$273K
GF
1193
Gries Financial
Ohio
$272K
TSMHT
1194
Thurston Springer Miller Herd & Titak
Indiana
$272K
MAM
1195
McLean Asset Management
Virginia
$271K
FC
1196
Farringdon Capital
United Kingdom
$270K
TPCM
1197
Templeton & Phillips Capital Management
Tennessee
$269K
NCM
1198
Next Capital Management
New York
$269K
LAM
1199
L2 Asset Management
Massachusetts
$268K
QFA
1200
Quantum Financial Advisors
California
$268K