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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
SFG
1226
Sovereign Financial Group
Connecticut
$259K
LT
1227
Legacy Trust
Michigan
$258K
FA
1228
Fiduciary Alliance
South Carolina
$257K
FWM
1229
Focused Wealth Management
New York
$256K
KFG
1230
Kelly Financial Group
Connecticut
$256K
TWC
1231
TD Waterhouse Canada
Ontario, Canada
$255K
EI
1232
Ellevest Inc
New York
$253K
BFA
1233
Brendel Financial Advisors
New Hampshire
$253K
CWA
1234
Canvas Wealth Advisors
Kansas
$253K
SMC
1235
Smith, Moore & Co
Missouri
$253K
EI
1236
EDMP Inc
Florida
$253K
MWM
1237
Meridian Wealth Management
Kentucky
$252K
KRW
1238
Kaufman Rossin Wealth
Florida
$251K
GIM
1239
Generali Investments Management
Slovenia
$251K
QFW
1240
QTR Family Wealth
Florida
$251K
WSWA
1241
Warren Street Wealth Advisors
California
$251K
PDM
1242
Penn Davis McFarland
Texas
$250K
FWA
1243
FORM Wealth Advisors
Wisconsin
$249K
AWE
1244
Avidian Wealth Enterprises
Texas
$246K
BWM
1245
BNC Wealth Management
Oregon
$246K
PPW
1246
Parcion Private Wealth
Washington
$246K
GKWIM
1247
Gerber Kawasaki Wealth & Investment Management
California
$245K
HCMT
1248
Highland Capital Management (Tennessee)
Tennessee
$245K
MFS
1249
Madrona Financial Services
Washington
$244K
ECM
1250
Elgethun Capital Management
South Dakota
$244K