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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
BF
1276
bLong Financial
Tennessee
$230K
FCBT
1277
First Citizens Bank & Trust
North Carolina
$230K
ETC
1278
Exchange Traded Concepts
Oklahoma
$228K
Members Trust
1279
Members Trust
Florida
$228K
Fiera Capital (Canada)
1280
Fiera Capital (Canada)
Quebec, Canada
$228K
CNBTD
1281
Citizens National Bank Trust Department
Mississippi
$227K
RWP
1282
Ridgecrest Wealth Partners
California
$227K
TFP
1283
Tilia Fiduciary Partners
North Carolina
$227K
ATS
1284
Ashton Thomas Securities
New York
$227K
DLCIG
1285
D.L. Carlson Investment Group
New Hampshire
$226K
RC
1286
Rovin Capital
Arizona
$226K
PFWA
1287
Paces Ferry Wealth Advisors
Georgia
$224K
SDH
1288
Sloy Dahl & Holst
Washington
$224K
FBC
1289
Fairfield, Bush & Co
Connecticut
$224K
CVA
1290
Central Valley Advisors
California
$223K
BFO
1291
Biltmore Family Office
North Carolina
$223K
FFBTD
1292
First Financial Bank - Trust Division
Ohio
$223K
MAMG
1293
Milestone Asset Management Group
Connecticut
$222K
FFP
1294
FourThought Financial Partners
Florida
$222K
VNA
1295
Valley National Advisers
Pennsylvania
$222K
LA
1296
Latitude Advisors
Florida
$222K
PA
1297
PharVision Advisers
Florida
$222K
SFO
1298
Stokes Family Office
Louisiana
$221K
SA
1299
SRN Advisors
Pennsylvania
$220K
FBT
1300
First Bankers Trust
Kentucky
$219K