TRV icon

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
BWMG
1326
Barnes Wealth Management Group
California
$210K
CRWM
1327
Castle Rock Wealth Management
California
$209K
OCBCO
1328
Oversea-Chinese Banking Corp (OCBC)
Singapore
$209K
FAIM
1329
Financial Advocates Investment Management
Washington
$209K
BCP
1330
Blue Chip Partners
Michigan
$208K
PCML
1331
Payne Capital Management, LLC
New York
$208K
AIA
1332
AIMZ Investment Advisors
California
$208K
AA
1333
Auxano Advisors
Washington
$208K
OC
1334
Oarsman Capital
Wisconsin
$208K
MFA
1335
Mayflower Financial Advisors
Massachusetts
$208K
BIM
1336
Baldwin Investment Management
Pennsylvania
$207K
EA
1337
Emerald Advisors
Washington
$207K
OP
1338
ORG Partners
Indiana
$207K
MK
1339
MASTERINVEST Kapitalanlage
$207K
WF
1340
Wayfinding Financial
Washington
$206K
VWM
1341
Vermillion Wealth Management
Minnesota
$205K
CCWM
1342
Cassaday & Co Wealth Management
Virginia
$205K
LPAM
1343
Lodestar Private Asset Management
California
$204K
CCG
1344
Catalina Capital Group
California
$203K
SC
1345
Sapient Capital
Indiana
$202K
WWC
1346
Waypoint Wealth Counsel
Georgia
$202K
CMP
1347
Courage Miller Partners
Virginia
$202K
GBT
1348
Grove Bank & Trust
Florida
$201K
AIM
1349
Advyzon Investment Management
Illinois
$201K
HFS
1350
Heritage Financial Services
Massachusetts
$201K