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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
AA
1376
Addison Advisors
Vermont
$141K
DMBA
1377
Deseret Mutual Benefit Administrators
Utah
$141K
SWIM
1378
Smallwood Wealth Investment Management
New Jersey
$140K
HWM
1379
Hemington Wealth Management
Virginia
$139K
LWANC
1380
Laurel Wealth Advisors (North Carolina)
North Carolina
$138K
SA
1381
SRH Advisors
Kansas
$138K
ITIM
1382
Indiana Trust & Investment Management
Indiana
$136K
TLA
1383
Tanglewood Legacy Advisors
Texas
$134K
HIMS
1384
Hager Investment Management Services
New Hampshire
$134K
CFO
1385
CVA Family Office
Colorado
$133K
SAM
1386
S.A. Mason
Michigan
$127K
ACM
1387
Aster Capital Management
United Arab Emirates
$126K
CHC
1388
City Holding Co
West Virginia
$126K
FFL
1389
Financial Freedom LLC
Ohio
$124K
CCA
1390
Catalyst Capital Advisors
New York
$121K
NC
1391
North Capital
Utah
$119K
ANBT
1392
American National Bank & Trust
Texas
$117K
TH
1393
TCTC Holdings
Texas
$117K
VCM
1394
Versant Capital Management
Arizona
$116K
MPW
1395
MASECO Private Wealth
$113K
TCA
1396
Trifecta Capital Advisors
Illinois
$113K
OPTFSNA
1397
Old Point Trust & Financial Services N A
Virginia
$112K
HNB
1398
Hilltop National Bank
Wyoming
$110K
GM
1399
GeoWealth Management
Illinois
$102K
M
1400
MOTCO
Texas
$101K