TRV icon

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
OPTFSNA
1401
Old Point Trust & Financial Services N A
Virginia
$112K
HNB
1402
Hilltop National Bank
Wyoming
$110K
GM
1403
GeoWealth Management
Illinois
$102K
M
1404
MOTCO
Texas
$101K
FUBT
1405
First United Bank & Trust
Maryland
$96K
FFC
1406
First Financial Corp
Indiana
$93.9K
CFG
1407
CKW Financial Group
Hawaii
$92K
WTA
1408
Washington Trust Advisors
Massachusetts
$91.1K
OWP
1409
ORG Wealth Partners
Texas
$90.8K
VWA
1410
Valued Wealth Advisors
Utah
$89.9K
VWA
1411
VSM Wealth Advisory
Maryland
$89.5K
SS
1412
SBI Securities
Japan
$88K
BIA
1413
Bell Investment Advisors
California
$86K
BLC
1414
Brown, Lisle/Cummings
Rhode Island
$85.8K
OLVIG
1415
Oliver Lagore Vanvalin Investment Group
Michigan
$84.9K
PP
1416
Pacifica Partners
Canada
$84.8K
CAL
1417
Capital Advisors Ltd
Ohio
$83K
CA
1418
Crewe Advisors
Utah
$82.9K
IAS
1419
IMA Advisory Services
Colorado
$82.7K
PFSC
1420
Peoples Financial Services Corp
Pennsylvania
$82.7K
TTIC
1421
Tower Trust & Investment Company
Iowa
$82.4K
BSB
1422
Bangor Savings Bank
Maine
$80.5K
CCM
1423
Carderock Capital Management
Maryland
$80.3K
FP
1424
Financial Perspectives
Minnesota
$77.6K
MMCM
1425
Murphy & Mullick Capital Management
New York
$76.8K