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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
FMB
1351
Field & Main Bank
Kentucky
$199K
MIM
1352
MTM Investment Management
South Carolina
$196K
CSPIA
1353
Cary Street Partners Investment Advisory
Virginia
$195K
LWCFA
1354
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$187K
CYG
1355
Clean Yield Group
Vermont
$180K
MSE
1356
MUFG Securities EMEA
United Kingdom
$179K
FC
1357
Fairscale Capital
New Hampshire
$177K
MCM
1358
MV Capital Management
Maryland
$176K
BI
1359
Binnacle Investments
Iowa
$176K
SIM
1360
Sentry Investment Management
Wisconsin
$169K
CH
1361
Cromwell Holdings
Wyoming
$169K
ATC
1362
Adirondack Trust Company
New York
$169K
DWA
1363
Dougherty Wealth Advisers
Minnesota
$168K
JGIA
1364
Jackson Grant Investment Advisers
Connecticut
$166K
GWSG
1365
GPS Wealth Strategies Group
Colorado
$166K
BGAI
1366
Bruce G. Allen Investments
Colorado
$161K
OL
1367
OneFund LLC
Florida
$160K
SAS
1368
Spurstone Advisory Services
Connecticut
$159K
TF
1369
Tompkins Financial
New York
$153K
ECM
1370
Estabrook Capital Management
New York
$153K
PWMG
1371
Prestige Wealth Management Group
New Jersey
$149K
CFS
1372
CGC Financial Services
Oregon
$143K
BHWM
1373
Beaird Harris Wealth Management
Texas
$143K
HIA
1374
Harbor Investment Advisory
Maryland
$142K
C
1375
Covestor
United Kingdom
$141K