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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
PSFG
1451
Park Square Financial Group
Georgia
$54K
ME
1452
McIlrath & Eck
Washington
$53.5K
KOCAA
1453
Knights of Columbus Asset Advisors
Connecticut
$53.5K
PW
1454
Pandora Wealth
Illinois
$53.5K
OAJ
1455
Ogorek Anthony Joseph
New York
$52K
NRG
1456
Nemes Rush Group
Michigan
$51.1K
SIS
1457
Strategic Investment Solutions
Illinois
$51K
FCAS
1458
First Command Advisory Services
Texas
$49.5K
API
1459
Asset Planning Inc
California
$48.8K
WBC
1460
West Branch Capital
Massachusetts
$47.9K
CTB
1461
Country Trust Bank
Illinois
$46.8K
PWA
1462
Physician Wealth Advisors
Utah
$45.8K
TFA
1463
Toth Financial Advisory
Virginia
$45.8K
FPB
1464
First PREMIER Bank
South Dakota
$45K
FDW
1465
Fourth Dimension Wealth
Ohio
$44.1K
PPC
1466
Park Place Capital
Alabama
$44.1K
MAM
1467
Meeder Asset Management
Ohio
$43.6K
FIM
1468
FWL Investment Management
Texas
$42.3K
CPG
1469
Cornerstone Planning Group
New Jersey
$41.7K
AT
1470
Arlington Trust
Alabama
$40.7K
SIC
1471
SJS Investment Consulting
Ohio
$40.4K
GJIA
1472
Glass Jacobson Investment Advisors
Maryland
$40.1K
WSCM
1473
Wellington Shields Capital Management
New York
$40.1K
DSC
1474
Duncker Streett & Co
Missouri
$39.9K
ACA
1475
American Capital Advisory
Idaho
$39.6K