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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 %
DLCIG
1276
D.L. Carlson Investment Group
New Hampshire
$226K
RC
1277
Rovin Capital
Arizona
$226K
PFWA
1278
Paces Ferry Wealth Advisors
Georgia
$224K -$6.15K -23 -3%
SDH
1279
Sloy Dahl & Holst
Washington
$224K
FBC
1280
Fairfield, Bush & Co
Connecticut
$224K -$10.7K -40 -5%
CVA
1281
Central Valley Advisors
California
$223K +$535 +2 +0.2%
BFO
1282
Biltmore Family Office
North Carolina
$223K -$455K -1,700 -67%
FFBTD
1283
First Financial Bank - Trust Division
Ohio
$223K -$12.3K -46 -5%
MAMG
1284
Milestone Asset Management Group
Connecticut
$222K +$803 +3 +0.4%
FFP
1285
FourThought Financial Partners
Florida
$222K
VNA
1286
Valley National Advisers
Pennsylvania
$222K -$802 -3 -0.4%
LA
1287
Latitude Advisors
Florida
$222K +$222K +829 New
PA
1288
PharVision Advisers
Florida
$222K +$222K +829 New
SFO
1289
Stokes Family Office
Louisiana
$221K -$1.34K -5 -0.6%
SA
1290
SRN Advisors
Pennsylvania
$220K -$26.8K -100 -11%
FBT
1291
First Bankers Trust
Kentucky
$219K
LW
1292
Linscomb Wealth
Texas
$219K -$9.9K -37 -4%
PK
1293
Pflug Koory
Nebraska
$219K -$3.48K -13 -2%
WAM
1294
Walker Asset Management
Missouri
$217K
HWM
1295
Horizons Wealth Management
North Carolina
$217K
WAG
1296
Winthrop Advisory Group
Massachusetts
$216K
PCM
1297
Penserra Capital Management
California
$216K -$679K -2,554 -76%
O3W
1298
Omni 360 Wealth
New Jersey
$216K +$216K +807 New
NWWA
1299
New Wave Wealth Advisors
Arkansas
$215K +$1.87K +7 +0.9%
FA
1300
Fountainhead AM
New Jersey
$215K -$2.41K -9 -1%