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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
CT
1426
Coastline Trust
Rhode Island
$76.2K
SCM
1427
Silvant Capital Management
Georgia
$74.6K
HFM
1428
Hartford Financial Management
Connecticut
$74.4K
PGAM
1429
Princeton Global Asset Management
New Jersey
$74.4K
WA
1430
WPG Advisers
Maryland
$71.7K
IWM
1431
IMG Wealth Management
Florida
$69.8K
TFIPS
1432
Towarzystwo Funduszy Inwestycyjnych PZU SA
$69.6K
MSG
1433
Main Street Group
Virginia
$68K
MMG
1434
Monetary Management Group
Missouri
$67.2K
BGA
1435
Battery Global Advisors
Massachusetts
$66.9K
IBOK
1436
Independence Bank of Kentucky
Kentucky
$66.1K
KSB
1437
Kennebec Savings Bank
Maine
$65.3K
RI
1438
Ridgewood Investments
New Jersey
$65.2K
AP
1439
Atwood & Palmer
Missouri
$63.7K
SVWA
1440
Sarver Vrooman Wealth Advisors
Missouri
$62.6K
TWD
1441
True Wealth Design
Ohio
$62.2K
VC
1442
Vestor Capital
Illinois
$62K
SIA
1443
Sit Investment Associates
Minnesota
$60K
EDRH
1444
Edmond de Rothschild Holding
Switzerland
$59.1K
PSB
1445
Piscataqua Savings Bank
New Hampshire
$58.3K
SIS
1446
Sound Income Strategies
Florida
$58K
WIM
1447
Westside Investment Management
California
$58K
OWA
1448
Opal Wealth Advisors
New York
$56.7K
WWM
1449
Wolff Wiese Magana
California
$56.7K
HWA
1450
Heritage Wealth Advisors
Virginia
$55.4K