TRV icon

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
Members Trust
1276
Members Trust
Florida
$228K
Fiera Capital (Canada)
1277
Fiera Capital (Canada)
Quebec, Canada
$228K
CNBTD
1278
Citizens National Bank Trust Department
Mississippi
$227K
RWP
1279
Ridgecrest Wealth Partners
California
$227K
TFP
1280
Tilia Fiduciary Partners
North Carolina
$227K
ATS
1281
Ashton Thomas Securities
New York
$227K
DLCIG
1282
D.L. Carlson Investment Group
New Hampshire
$226K
RC
1283
Rovin Capital
Arizona
$226K
PFWA
1284
Paces Ferry Wealth Advisors
Georgia
$224K
SDH
1285
Sloy Dahl & Holst
Washington
$224K
FBC
1286
Fairfield, Bush & Co
Connecticut
$224K
CVA
1287
Central Valley Advisors
California
$223K
BFO
1288
Biltmore Family Office
North Carolina
$223K
FFBTD
1289
First Financial Bank - Trust Division
Ohio
$223K
MAMG
1290
Milestone Asset Management Group
Connecticut
$222K
FFP
1291
FourThought Financial Partners
Florida
$222K
VNA
1292
Valley National Advisers
Pennsylvania
$222K
LA
1293
Latitude Advisors
Florida
$222K
PA
1294
PharVision Advisers
Florida
$222K
SFO
1295
Stokes Family Office
Louisiana
$221K
SA
1296
SRN Advisors
Pennsylvania
$220K
FBT
1297
First Bankers Trust
Kentucky
$219K
LW
1298
Linscomb Wealth
Texas
$219K
PK
1299
Pflug Koory
Nebraska
$219K
WAM
1300
Walker Asset Management
Missouri
$217K