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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
CFS
1376
CGC Financial Services
Oregon
$143K
BHWM
1377
Beaird Harris Wealth Management
Texas
$143K
HIA
1378
Harbor Investment Advisory
Maryland
$142K
C
1379
Covestor
United Kingdom
$141K
AA
1380
Addison Advisors
Vermont
$141K
DMBA
1381
Deseret Mutual Benefit Administrators
Utah
$141K
SWIM
1382
Smallwood Wealth Investment Management
New Jersey
$140K
HWM
1383
Hemington Wealth Management
Virginia
$139K
SA
1384
SRH Advisors
Kansas
$138K
ITIM
1385
Indiana Trust & Investment Management
Indiana
$136K
HIMS
1386
Hager Investment Management Services
New Hampshire
$134K
TLA
1387
Tanglewood Legacy Advisors
Texas
$134K
EPIM
1388
Evelyn Partners Investment Management
$134K
CFO
1389
CVA Family Office
Colorado
$133K
SAM
1390
S.A. Mason
Michigan
$127K
ACM
1391
Aster Capital Management
United Arab Emirates
$126K
CHC
1392
City Holding Co
West Virginia
$126K
FFL
1393
Financial Freedom LLC
Ohio
$124K
CCA
1394
Catalyst Capital Advisors
New York
$121K
NC
1395
North Capital
Utah
$119K
ANBT
1396
American National Bank & Trust
Texas
$117K
TH
1397
TCTC Holdings
Texas
$117K
VCM
1398
Versant Capital Management
Arizona
$116K
MPW
1399
MASECO Private Wealth
$113K
TCA
1400
Trifecta Capital Advisors
Illinois
$113K