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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 %
MFA
1326
Mayflower Financial Advisors
Massachusetts
$208K -$8.03K -30 -4%
BIM
1327
Baldwin Investment Management
Pennsylvania
$207K -$6.96K -26 -3%
EA
1328
Emerald Advisors
Washington
$207K
OP
1329
ORG Partners
Indiana
$207K +$10.9K +41 +6%
MK
1330
MASTERINVEST Kapitalanlage
$207K +$207K +773 New
WF
1331
Wayfinding Financial
Washington
$206K -$7.07K -27 -3%
VWM
1332
Vermillion Wealth Management
Minnesota
$205K +$803 +3 +0.4%
CCWM
1333
Cassaday & Co Wealth Management
Virginia
$205K +$205K +766 New
LPAM
1334
Lodestar Private Asset Management
California
$204K -$4.01K -15 -2%
CCG
1335
Catalina Capital Group
California
$203K -$7.76K -29 -4%
SC
1336
Sapient Capital
Indiana
$202K -$6.96K -26 -3%
WWC
1337
Waypoint Wealth Counsel
Georgia
$202K +$202K +755 New
CMP
1338
Courage Miller Partners
Virginia
$202K +$202K +755 New
GBT
1339
Grove Bank & Trust
Florida
$201K +$4.55K +17 +2%
AIM
1340
Advyzon Investment Management
Illinois
$201K +$201K +752 New
HFS
1341
Heritage Financial Services
Massachusetts
$201K +$201K +752 New
GDP
1342
Great Diamond Partners
Maine
$201K -$26.5K -99 -12%
BO
1343
Bank OZK
Arkansas
$201K +$201K +750 New
SWMP
1344
Signature Wealth Management Partners
New Jersey
$201K +$201K +750 New
CIG
1345
Cullen Investment Group
Louisiana
$200K +$200K +748 New
FMB
1346
Field & Main Bank
Kentucky
$199K
MIM
1347
MTM Investment Management
South Carolina
$196K +$196K +732 New
CSPIA
1348
Cary Street Partners Investment Advisory
Virginia
$195K +$20.6K +77 +12%
LWCFA
1349
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$187K
CYG
1350
Clean Yield Group
Vermont
$180K