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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 %
IBOK
1426
Independence Bank of Kentucky
Kentucky
$66.1K
KSB
1427
Kennebec Savings Bank
Maine
$65.3K
RI
1428
Ridgewood Investments
New Jersey
$65.2K
AP
1429
Atwood & Palmer
Missouri
$63.7K
SVWA
1430
Sarver Vrooman Wealth Advisors
Missouri
$62.6K +$62.6K +234 New
TWD
1431
True Wealth Design
Ohio
$62.2K +$16.9K +63 +37%
VC
1432
Vestor Capital
Illinois
$62K +$54.5K +1,446 +723%
SIA
1433
Sit Investment Associates
Minnesota
$60K
EDRH
1434
Edmond de Rothschild Holding
Switzerland
$59.1K
PSB
1435
Piscataqua Savings Bank
New Hampshire
$58.3K
SIS
1436
Sound Income Strategies
Florida
$58K +$29.4K +110 +103%
WIM
1437
Westside Investment Management
California
$58K +$17.4K +65 +43%
OWA
1438
Opal Wealth Advisors
New York
$56.7K -$535 -2 -0.9%
WWM
1439
Wolff Wiese Magana
California
$56.7K
HWA
1440
Heritage Wealth Advisors
Virginia
$55.4K -$104K -387 -65%
MA
1441
MCF Advisors
Kentucky
$55.1K
PWMG
1442
Private Wealth Management Group
New Jersey
$54.8K
BWL
1443
Bogart Wealth LLC
Virginia
$54.6K +$38K +142 +229%
YDMI
1444
Y.D. More Investments
Israel
$54.5K -$29.5K -112 -35%
PSFG
1445
Park Square Financial Group
Georgia
$54K
KOCAA
1446
Knights of Columbus Asset Advisors
Connecticut
$53.5K
ME
1447
McIlrath & Eck
Washington
$53.5K
PW
1448
Pandora Wealth
Illinois
$53.5K
OAJ
1449
Ogorek Anthony Joseph
New York
$52K
NRG
1450
Nemes Rush Group
Michigan
$51.1K