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Travelers Companies

1,603 hedge funds and large institutions have $50.4B invested in Travelers Companies in 2025 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 591 increasing their positions, 548 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,603
Holders Change
-9
Holders Change %
-0.56%
% of All Funds
21.48%
Holding in Top 10
13
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-31.58%
% of All Funds
0.17%
New
128
Increased
591
Reduced
548
Closed
111
Calls
$159M
Puts
$144M
Net Calls
+$14.4M
Net Calls Change
-$14.2M
Name Holding Trade Value Shares
Change
Shares
Change %
VWA
1401
VSM Wealth Advisory
Maryland
$89.5K +$267 +1 +0.3%
SS
1402
SBI Securities
Japan
$88K -$7.76K -29 -8%
BIA
1403
Bell Investment Advisors
California
$86K +$1.07K +4 +1%
BLC
1404
Brown, Lisle/Cummings
Rhode Island
$85.8K +$267 +1 +0.3%
OLVIG
1405
Oliver Lagore Vanvalin Investment Group
Michigan
$84.9K +$84.9K +321 New
PP
1406
Pacifica Partners
Canada
$84.8K
CAL
1407
Capital Advisors Ltd
Ohio
$83K +$535 +2 +0.6%
CA
1408
Crewe Advisors
Utah
$82.9K +$12K +45 +17%
IAS
1409
IMA Advisory Services
Colorado
$82.7K +$268 +1 +0.3%
PFSC
1410
Peoples Financial Services Corp
Pennsylvania
$82.7K
TTIC
1411
Tower Trust & Investment Company
Iowa
$82.4K
BSB
1412
Bangor Savings Bank
Maine
$80.5K
CCM
1413
Carderock Capital Management
Maryland
$80.3K +$80.3K +300 New
FP
1414
Financial Perspectives
Minnesota
$77.6K
MMCM
1415
Murphy & Mullick Capital Management
New York
$76.8K
CT
1416
Coastline Trust
Rhode Island
$76.2K
SCM
1417
Silvant Capital Management
Georgia
$74.6K
HFM
1418
Hartford Financial Management
Connecticut
$74.4K
PGAM
1419
Princeton Global Asset Management
New Jersey
$74.4K +$20.3K +76 +38%
WA
1420
WPG Advisers
Maryland
$71.7K +$16.6K +62 +30%
IWM
1421
IMG Wealth Management
Florida
$69.8K +$8.56K +32 +14%
TFIPS
1422
Towarzystwo Funduszy Inwestycyjnych PZU SA
$69.6K
MSG
1423
Main Street Group
Virginia
$68K -$4.82K -18 -7%
MMG
1424
Monetary Management Group
Missouri
$67.2K
BGA
1425
Battery Global Advisors
Massachusetts
$66.9K