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Travelers Companies

1,603 hedge funds and large institutions have $50.4B invested in Travelers Companies in 2025 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 591 increasing their positions, 548 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,603
Holders Change
-9
Holders Change %
-0.56%
% of All Funds
21.48%
Holding in Top 10
13
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-31.58%
% of All Funds
0.17%
New
128
Increased
591
Reduced
548
Closed
111
Calls
$159M
Puts
$144M
Net Calls
+$14.4M
Net Calls Change
-$14.2M
Name Holding Trade Value Shares
Change
Shares
Change %
EI
1226
Ellevest Inc
New York
$253K +$1.34K +5 +0.5%
BFA
1227
Brendel Financial Advisors
New Hampshire
$253K
CWA
1228
Canvas Wealth Advisors
Kansas
$253K -$28.6K -112 -10%
SMC
1229
Smith, Moore & Co
Missouri
$253K -$155K -580 -38%
EI
1230
EDMP Inc
Florida
$253K
MWM
1231
Meridian Wealth Management
Kentucky
$252K +$21.7K +81 +9%
KRW
1232
Kaufman Rossin Wealth
Florida
$251K -$91K -340 -27%
GIM
1233
Generali Investments Management
Slovenia
$251K +$211K +788 +518%
QFW
1234
QTR Family Wealth
Florida
$251K +$34.5K +129 +16%
WSWA
1235
Warren Street Wealth Advisors
California
$251K +$12.6K +47 +5%
PDM
1236
Penn Davis McFarland
Texas
$250K
FWA
1237
FORM Wealth Advisors
Wisconsin
$249K
AWE
1238
Avidian Wealth Enterprises
Texas
$246K +$38.8K +145 +19%
BWM
1239
BNC Wealth Management
Oregon
$246K +$268 +1 +0.1%
PPW
1240
Parcion Private Wealth
Washington
$246K +$246K +920 New
GKWIM
1241
Gerber Kawasaki Wealth & Investment Management
California
$245K -$41.5K -155 -14%
HCMT
1242
Highland Capital Management (Tennessee)
Tennessee
$245K
MFS
1243
Madrona Financial Services
Washington
$244K -$2.94K -11 -1%
ECM
1244
Elgethun Capital Management
South Dakota
$244K
NFP
1245
Narus Financial Partners
Utah
$243K
SAG
1246
SageView Advisory Group
California
$242K +$11.2K +44 +5%
RA
1247
RFG Advisory
Alabama
$241K +$8.83K +33 +4%
IF
1248
Ironwood Financial
Arizona
$241K
AWM
1249
Atticus Wealth Management
Florida
$241K +$241K +899 New
APG
1250
Abacus Planning Group
South Carolina
$240K +$25.7K +96 +12%