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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
WA
1426
WPG Advisers
Maryland
$71.7K
IWM
1427
IMG Wealth Management
Florida
$69.8K
TFIPS
1428
Towarzystwo Funduszy Inwestycyjnych PZU SA
$69.6K
MSG
1429
Main Street Group
Virginia
$68K
MMG
1430
Monetary Management Group
Missouri
$67.2K
BGA
1431
Battery Global Advisors
Massachusetts
$66.9K
IBOK
1432
Independence Bank of Kentucky
Kentucky
$66.1K
KSB
1433
Kennebec Savings Bank
Maine
$65.3K
RI
1434
Ridgewood Investments
New Jersey
$65.2K
AP
1435
Atwood & Palmer
Missouri
$63.7K
SVWA
1436
Sarver Vrooman Wealth Advisors
Missouri
$62.6K
TWD
1437
True Wealth Design
Ohio
$62.2K
VC
1438
Vestor Capital
Illinois
$62K
SIA
1439
Sit Investment Associates
Minnesota
$60K
EDRH
1440
Edmond de Rothschild Holding
Switzerland
$59.1K
PSB
1441
Piscataqua Savings Bank
New Hampshire
$58.3K
SIS
1442
Sound Income Strategies
Florida
$58K
WIM
1443
Westside Investment Management
California
$58K
OWA
1444
Opal Wealth Advisors
New York
$56.7K
WWM
1445
Wolff Wiese Magana
California
$56.7K
HWA
1446
Heritage Wealth Advisors
Virginia
$55.4K
MA
1447
MCF Advisors
Kentucky
$55.1K
PWMG
1448
Private Wealth Management Group
New Jersey
$54.8K
BWL
1449
Bogart Wealth LLC
Virginia
$54.6K
YDMI
1450
Y.D. More Investments
Israel
$54.5K