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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
GDP
1351
Great Diamond Partners
Maine
$201K
BO
1352
Bank OZK
Arkansas
$201K
SWMP
1353
Signature Wealth Management Partners
New Jersey
$201K
CIG
1354
Cullen Investment Group
Louisiana
$200K
FMB
1355
Field & Main Bank
Kentucky
$199K
MIM
1356
MTM Investment Management
South Carolina
$196K
CSPIA
1357
Cary Street Partners Investment Advisory
Virginia
$195K
LWCFA
1358
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$187K
CYG
1359
Clean Yield Group
Vermont
$180K
MSE
1360
MUFG Securities EMEA
United Kingdom
$179K
FC
1361
Fairscale Capital
New Hampshire
$177K
MCM
1362
MV Capital Management
Maryland
$176K
BI
1363
Binnacle Investments
Iowa
$176K
SIM
1364
Sentry Investment Management
Wisconsin
$169K
CH
1365
Cromwell Holdings
Wyoming
$169K
ATC
1366
Adirondack Trust Company
New York
$169K
DWA
1367
Dougherty Wealth Advisers
Minnesota
$168K
JGIA
1368
Jackson Grant Investment Advisers
Connecticut
$166K
GWSG
1369
GPS Wealth Strategies Group
Colorado
$166K
BGAI
1370
Bruce G. Allen Investments
Colorado
$161K
OL
1371
OneFund LLC
Florida
$160K
SAS
1372
Spurstone Advisory Services
Connecticut
$159K
TF
1373
Tompkins Financial
New York
$153K
ECM
1374
Estabrook Capital Management
New York
$153K
PWMG
1375
Prestige Wealth Management Group
New Jersey
$149K