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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
TC
1476
Trust Company
Kansas
$38.5K
NSIM
1477
North Star Investment Management
Illinois
$38.2K
FFO
1478
Fortitude Family Office
Arizona
$37.7K
BFPW
1479
BOK Financial Private Wealth
Colorado
$37.2K
MEG
1480
Millstone Evans Group
Colorado
$36.7K
RA
1481
Rise Advisors
New York
$36.3K
GKIM
1482
GW&K Investment Management
Massachusetts
$35K
HAP
1483
Harbor Asset Planning
Massachusetts
$34.8K
NC
1484
NewSquare Capital
Pennsylvania
$34.5K
HFS
1485
Hughes Financial Services
Virginia
$32.9K
BCMLT
1486
Beacon Capital Management LLC (Tennessee)
Tennessee
$32.8K
FAM
1487
Flaharty Asset Management
Florida
$32.1K
GSWM
1488
Golden State Wealth Management
California
$31.8K
NWM
1489
Nova Wealth Management
Florida
$31.7K
CMA
1490
Cedar Mountain Advisors
Oregon
$31K
RAM
1491
Riggs Asset Management
Pennsylvania
$30.8K
CTA
1492
Colonial Trust Advisors
South Carolina
$30.2K
YP
1493
YANKCOM Partnership
South Dakota
$30.2K
TPWA
1494
Twin Peaks Wealth Advisors
California
$29.7K
CIR
1495
Clear Investment Research
Georgia
$29.7K
NECFA
1496
New England Capital Financial Advisors
Connecticut
$29.4K
LIA
1497
Luken Investment Analytics
Tennessee
$28.4K
QWM
1498
Quaker Wealth Management
New Jersey
$27.8K
WA
1499
Whipplewood Advisors
Colorado
$27K
B
1500
Birchbrook
Maine
$26.8K