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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 %
GKIM
1476
GW&K Investment Management
Massachusetts
$35K +$1.63K +6 +5%
HAP
1477
Harbor Asset Planning
Massachusetts
$34.8K +$34.8K +130 New
NC
1478
NewSquare Capital
Pennsylvania
$34.5K +$13.1K +49 +61%
HFS
1479
Hughes Financial Services
Virginia
$32.9K -$535 -2 -2%
BCMLT
1480
Beacon Capital Management LLC (Tennessee)
Tennessee
$32.8K +$267 +1 +0.8%
FAM
1481
Flaharty Asset Management
Florida
$32.1K
GSWM
1482
Golden State Wealth Management
California
$31.8K +$23.5K +88 +284%
NWM
1483
Nova Wealth Management
Florida
$31.7K +$31.7K +119 New
CMA
1484
Cedar Mountain Advisors
Oregon
$31K
RAM
1485
Riggs Asset Management
Pennsylvania
$30.8K
CTA
1486
Colonial Trust Advisors
South Carolina
$30.2K -$26K -97 -46%
YP
1487
YANKCOM Partnership
South Dakota
$30.2K
TPWA
1488
Twin Peaks Wealth Advisors
California
$29.7K +$29.7K +113 New
CIR
1489
Clear Investment Research
Georgia
$29.7K
NECFA
1490
New England Capital Financial Advisors
Connecticut
$29.4K
LIA
1491
Luken Investment Analytics
Tennessee
$28.4K
QWM
1492
Quaker Wealth Management
New Jersey
$27.8K +$27.8K +104 New
WA
1493
Whipplewood Advisors
Colorado
$27K +$9.9K +37 +58%
PA
1494
Pineridge Advisors
Missouri
$26.8K
GWS
1495
Greykasell Wealth Strategies
California
$26.8K
B
1496
Birchbrook
Maine
$26.8K
LC
1497
Lavaca Capital
Texas
$26.8K
GTAM
1498
Global Trust Asset Management
Florida
$26.8K
ETS
1499
ESL Trust Services
New York
$26.8K
MTIC
1500
Missouri Trust & Investment Company
Missouri
$26.8K +$14.7K +55 +122%