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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 %
CFA
1301
Cahill Financial Advisors
Minnesota
$215K +$535 +2 +0.3%
FAG
1302
Fortitude Advisory Group
Washington
$214K -$535 -2 -0.2%
FCT
1303
First Community Trust
Iowa
$214K -$12K -45 -5%
SNBOSD
1304
Security National Bank of So Dak
Iowa
$214K -$6.96K -26 -3%
LCM
1305
Logan Capital Management
Pennsylvania
$214K
TWM
1306
Thrive Wealth Management
Pennsylvania
$213K +$535 +2 +0.3%
SIC
1307
Salem Investment Counselors
North Carolina
$212K -$6.69K -25 -3%
CB
1308
CNB Bank
Pennsylvania
$212K
SWP
1309
Strategic Wealth Partners
Ohio
$212K +$212K +794 New
IRC
1310
Investors Research Corp
Georgia
$212K -$53.5K -200 -20%
ML
1311
McAdam LLC
Pennsylvania
$212K +$1.87K +7 +0.9%
MSAM
1312
Moloney Securities Asset Management
Missouri
$212K
MCC
1313
Money Concepts Capital
Florida
$212K -$749K -2,800 -78%
MSWM
1314
Mowery & Schoenfeld Wealth Management
Illinois
$211K
EB
1315
Exchange Bank
California
$211K +$4.55K +17 +2%
AAMC
1316
Asset Allocation & Management Company
Illinois
$211K
NERM
1317
New England Research & Management
Illinois
$211K
BWMG
1318
Barnes Wealth Management Group
California
$210K +$1.34K +5 +0.6%
CRWM
1319
Castle Rock Wealth Management
California
$209K -$23.9K -90 -10%
OCBCO
1320
Oversea-Chinese Banking Corp (OCBC)
Singapore
$209K -$142K -532 -41%
FAIM
1321
Financial Advocates Investment Management
Washington
$209K -$76.5K -286 -27%
BCP
1322
Blue Chip Partners
Michigan
$208K +$208K +779 New
AIA
1323
AIMZ Investment Advisors
California
$208K
AA
1324
Auxano Advisors
Washington
$208K -$8.03K -30 -4%
OC
1325
Oarsman Capital
Wisconsin
$208K