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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
HWM
1301
Horizons Wealth Management
North Carolina
$217K
WAG
1302
Winthrop Advisory Group
Massachusetts
$216K
PCM
1303
Penserra Capital Management
California
$216K
NWWA
1304
New Wave Wealth Advisors
Arkansas
$215K
FA
1305
Fountainhead AM
New Jersey
$215K
CFA
1306
Cahill Financial Advisors
Minnesota
$215K
FAG
1307
Fortitude Advisory Group
Washington
$214K
FCT
1308
First Community Trust
Iowa
$214K
SNBOSD
1309
Security National Bank of So Dak
Iowa
$214K
LCM
1310
Logan Capital Management
Pennsylvania
$214K
TWM
1311
Thrive Wealth Management
Pennsylvania
$213K
SIC
1312
Salem Investment Counselors
North Carolina
$212K
CB
1313
CNB Bank
Pennsylvania
$212K
SWP
1314
Strategic Wealth Partners
Ohio
$212K
IRC
1315
Investors Research Corp
Georgia
$212K
ML
1316
McAdam LLC
Pennsylvania
$212K
MSAM
1317
Moloney Securities Asset Management
Missouri
$212K
MCC
1318
Money Concepts Capital
Florida
$212K
MSWM
1319
Mowery & Schoenfeld Wealth Management
Illinois
$211K
EB
1320
Exchange Bank
California
$211K
AAMC
1321
Asset Allocation & Management Company
Illinois
$211K
NERM
1322
New England Research & Management
Illinois
$211K
BWMG
1323
Barnes Wealth Management Group
California
$210K
CRWM
1324
Castle Rock Wealth Management
California
$209K
OCBCO
1325
Oversea-Chinese Banking Corp (OCBC)
Singapore
$209K