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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
FUBT
1401
First United Bank & Trust
Maryland
$96K
FFC
1402
First Financial Corp
Indiana
$93.9K
CFG
1403
CKW Financial Group
Hawaii
$92K
WTA
1404
Washington Trust Advisors
Massachusetts
$91.1K
OWP
1405
ORG Wealth Partners
Texas
$90.8K
VWA
1406
Valued Wealth Advisors
Utah
$89.9K
VWA
1407
VSM Wealth Advisory
Maryland
$89.5K
SS
1408
SBI Securities
Japan
$88K
BIA
1409
Bell Investment Advisors
California
$86K
BLC
1410
Brown, Lisle/Cummings
Rhode Island
$85.8K
OLVIG
1411
Oliver Lagore Vanvalin Investment Group
Michigan
$84.9K
PP
1412
Pacifica Partners
Canada
$84.8K
CAL
1413
Capital Advisors Ltd
Ohio
$83K
CA
1414
Crewe Advisors
Utah
$82.9K
IAS
1415
IMA Advisory Services
Colorado
$82.7K
PFSC
1416
Peoples Financial Services Corp
Pennsylvania
$82.7K
TTIC
1417
Tower Trust & Investment Company
Iowa
$82.4K
BSB
1418
Bangor Savings Bank
Maine
$80.5K
CCM
1419
Carderock Capital Management
Maryland
$80.3K
FP
1420
Financial Perspectives
Minnesota
$77.6K
MMCM
1421
Murphy & Mullick Capital Management
New York
$76.8K
CT
1422
Coastline Trust
Rhode Island
$76.2K
SCM
1423
Silvant Capital Management
Georgia
$74.6K
HFM
1424
Hartford Financial Management
Connecticut
$74.4K
PGAM
1425
Princeton Global Asset Management
New Jersey
$74.4K