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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
NFP
1251
Narus Financial Partners
Utah
$243K
SAG
1252
SageView Advisory Group
California
$242K
RA
1253
RFG Advisory
Alabama
$241K
IF
1254
Ironwood Financial
Arizona
$241K
AWM
1255
Atticus Wealth Management
Florida
$241K
APG
1256
Abacus Planning Group
South Carolina
$240K
AGWCA
1257
Annis Gardner Whiting Capital Advisors
Florida
$237K
ADIM
1258
Alpha DNA Investment Management
Maryland
$237K
CS
1259
Cannell & Spears
New York
$237K
RA
1260
Riversedge Advisors
Delaware
$236K
NW
1261
Naviter Wealth
Arkansas
$236K
GFPC
1262
Global Financial Private Client
Florida
$235K
GLA
1263
Good Life Advisors
Pennsylvania
$235K
PWPS
1264
Pinnacle Wealth Planning Services
Ohio
$234K
AF
1265
Apexium Financial
Texas
$233K
CCA
1266
Cobblestone Capital Advisors
New York
$233K
WT
1267
Washington Trust
Rhode Island
$233K
VBFP
1268
Valtinson Bruner Financial Planning
Minnesota
$232K
GIA
1269
Gladstone Institutional Advisory
Florida
$232K
IF
1270
Intrua Financial
Texas
$231K
RWP
1271
Revolve Wealth Partners
New Jersey
$231K
CC
1272
Centiva Capital
New York
$230K
BF
1273
bLong Financial
Tennessee
$230K
FCBT
1274
First Citizens Bank & Trust
North Carolina
$230K
ETC
1275
Exchange Traded Concepts
Oklahoma
$228K