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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
MA
1451
MCF Advisors
Kentucky
$55.1K
PWMG
1452
Private Wealth Management Group
New Jersey
$54.8K
BWL
1453
Bogart Wealth LLC
Virginia
$54.6K
YDMI
1454
Y.D. More Investments
Israel
$54.5K
PSFG
1455
Park Square Financial Group
Georgia
$54K
KOCAA
1456
Knights of Columbus Asset Advisors
Connecticut
$53.5K
ME
1457
McIlrath & Eck
Washington
$53.5K
PW
1458
Pandora Wealth
Illinois
$53.5K
OAJ
1459
Ogorek Anthony Joseph
New York
$52K
NRG
1460
Nemes Rush Group
Michigan
$51.1K
SIS
1461
Strategic Investment Solutions
Illinois
$51K
FCAS
1462
First Command Advisory Services
Texas
$49.5K
API
1463
Asset Planning Inc
California
$48.8K
WBC
1464
West Branch Capital
Massachusetts
$47.9K
CTB
1465
Country Trust Bank
Illinois
$46.8K
PWA
1466
Physician Wealth Advisors
Utah
$45.8K
TFA
1467
Toth Financial Advisory
Virginia
$45.8K
FPB
1468
First PREMIER Bank
South Dakota
$45K
FDW
1469
Fourth Dimension Wealth
Ohio
$44.1K
PPC
1470
Park Place Capital
Alabama
$44.1K
MAM
1471
Meeder Asset Management
Ohio
$43.6K
FIM
1472
FWL Investment Management
Texas
$42.3K
CPG
1473
Cornerstone Planning Group
New Jersey
$41.7K
AT
1474
Arlington Trust
Alabama
$40.7K
SIC
1475
SJS Investment Consulting
Ohio
$40.4K