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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
MCM
1201
Mill Capital Management
North Carolina
$268K
VCM
1202
Vision Capital Management
Oregon
$268K
ST
1203
Sageworth Trust
Pennsylvania
$267K
CFG
1204
Carr Financial Group
Massachusetts
$266K
FC
1205
Financial Council
Maryland
$266K
STAS
1206
Strong Tower Advisory Services
Minnesota
$266K
BFA
1207
Bragg Financial Advisors
North Carolina
$265K
OAM
1208
Oxford Asset Management
United Kingdom
$265K
MFG
1209
Magnus Financial Group
New York
$265K
LGA
1210
Lebenthal Global Advisors
New York
$265K
QL
1211
Quarry LP
New York
$265K
MPM
1212
MBB Public Markets
Illinois
$264K
TBNY
1213
Trustco Bank (New York)
New York
$264K
GSIS
1214
Global Strategic Investment Solutions
Arizona
$264K
POIA
1215
Pin Oak Investment Advisors
Texas
$263K
AIC
1216
Archer Investment Corporation
Indiana
$263K
WAM
1217
Worth Asset Management
Texas
$262K
LPT
1218
Legacy Private Trust
Wisconsin
$262K
VFA
1219
Voya Financial Advisors
Connecticut
$261K
WC
1220
Waterloo Capital
Texas
$260K
CPA
1221
Capital Performance Advisors
California
$260K
DWS
1222
Dynamic Wealth Strategies
California
$260K
BBI
1223
Baxter Bros Inc
Connecticut
$260K
TT
1224
TI-Trust
Illinois
$260K
SWA
1225
SFMG Wealth Advisors
Texas
$259K