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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
MFS
1251
Madrona Financial Services
Washington
$244K
ECM
1252
Elgethun Capital Management
South Dakota
$244K
NFP
1253
Narus Financial Partners
Utah
$243K
SAG
1254
SageView Advisory Group
California
$242K
RA
1255
RFG Advisory
Alabama
$241K
IF
1256
Ironwood Financial
Arizona
$241K
AWM
1257
Atticus Wealth Management
Florida
$241K
APG
1258
Abacus Planning Group
South Carolina
$240K
AGWCA
1259
Annis Gardner Whiting Capital Advisors
Florida
$237K
ADIM
1260
Alpha DNA Investment Management
Maryland
$237K
CS
1261
Cannell & Spears
New York
$237K
RA
1262
Riversedge Advisors
Delaware
$236K
NW
1263
Naviter Wealth
Arkansas
$236K
GFPC
1264
Global Financial Private Client
Florida
$235K
GLA
1265
Good Life Advisors
Pennsylvania
$235K
PWPS
1266
Pinnacle Wealth Planning Services
Ohio
$234K
AF
1267
Apexium Financial
Texas
$233K
FAFN
1268
First Affirmative Financial Network
Colorado
$233K
CCA
1269
Cobblestone Capital Advisors
New York
$233K
WT
1270
Washington Trust
Rhode Island
$233K
VBFP
1271
Valtinson Bruner Financial Planning
Minnesota
$232K
GIA
1272
Gladstone Institutional Advisory
Florida
$232K
IF
1273
Intrua Financial
Texas
$231K
RWP
1274
Revolve Wealth Partners
New Jersey
$231K
CC
1275
Centiva Capital
New York
$230K