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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
LW
1301
Linscomb Wealth
Texas
$219K
PK
1302
Pflug Koory
Nebraska
$219K
WAM
1303
Walker Asset Management
Missouri
$217K
HWM
1304
Horizons Wealth Management
North Carolina
$217K
WAG
1305
Winthrop Advisory Group
Massachusetts
$216K
PCM
1306
Penserra Capital Management
California
$216K
NWWA
1307
New Wave Wealth Advisors
Arkansas
$215K
FA
1308
Fountainhead AM
New Jersey
$215K
CFA
1309
Cahill Financial Advisors
Minnesota
$215K
FAG
1310
Fortitude Advisory Group
Washington
$214K
FCT
1311
First Community Trust
Iowa
$214K
SNBOSD
1312
Security National Bank of So Dak
Iowa
$214K
LCM
1313
Logan Capital Management
Pennsylvania
$214K
TWM
1314
Thrive Wealth Management
Pennsylvania
$213K
SIC
1315
Salem Investment Counselors
North Carolina
$212K
CB
1316
CNB Bank
Pennsylvania
$212K
SWP
1317
Strategic Wealth Partners
Ohio
$212K
IRC
1318
Investors Research Corp
Georgia
$212K
ML
1319
McAdam LLC
Pennsylvania
$212K
MSAM
1320
Moloney Securities Asset Management
Missouri
$212K
MCC
1321
Money Concepts Capital
Florida
$212K
MSWM
1322
Mowery & Schoenfeld Wealth Management
Illinois
$211K
EB
1323
Exchange Bank
California
$211K
NERM
1324
New England Research & Management
Illinois
$211K
AAMC
1325
Asset Allocation & Management Company
Illinois
$211K