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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
FAIM
1326
Financial Advocates Investment Management
Washington
$209K
BCP
1327
Blue Chip Partners
Michigan
$208K
AIA
1328
AIMZ Investment Advisors
California
$208K
AA
1329
Auxano Advisors
Washington
$208K
OC
1330
Oarsman Capital
Wisconsin
$208K
MFA
1331
Mayflower Financial Advisors
Massachusetts
$208K
BIM
1332
Baldwin Investment Management
Pennsylvania
$207K
EA
1333
Emerald Advisors
Washington
$207K
OP
1334
ORG Partners
Indiana
$207K
MK
1335
MASTERINVEST Kapitalanlage
$207K
WF
1336
Wayfinding Financial
Washington
$206K
VWM
1337
Vermillion Wealth Management
Minnesota
$205K
CCWM
1338
Cassaday & Co Wealth Management
Virginia
$205K
LPAM
1339
Lodestar Private Asset Management
California
$204K
CCG
1340
Catalina Capital Group
California
$203K
SC
1341
Sapient Capital
Indiana
$202K
WWC
1342
Waypoint Wealth Counsel
Georgia
$202K
CMP
1343
Courage Miller Partners
Virginia
$202K
GBT
1344
Grove Bank & Trust
Florida
$201K
AIM
1345
Advyzon Investment Management
Illinois
$201K
HFS
1346
Heritage Financial Services
Massachusetts
$201K
GDP
1347
Great Diamond Partners
Maine
$201K
SWMP
1348
Signature Wealth Management Partners
New Jersey
$201K
BO
1349
Bank OZK
Arkansas
$201K
CIG
1350
Cullen Investment Group
Louisiana
$200K