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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
GJIA
1476
Glass Jacobson Investment Advisors
Maryland
$40.1K
WSCM
1477
Wellington Shields Capital Management
New York
$40.1K
DSC
1478
Duncker Streett & Co
Missouri
$39.9K
ACA
1479
American Capital Advisory
Idaho
$39.6K
TC
1480
Trust Company
Kansas
$38.5K
NSIM
1481
North Star Investment Management
Illinois
$38.2K
FFO
1482
Fortitude Family Office
Arizona
$37.7K
BFPW
1483
BOK Financial Private Wealth
Colorado
$37.2K
MEG
1484
Millstone Evans Group
Colorado
$36.7K
RA
1485
Rise Advisors
New York
$36.3K
GKIM
1486
GW&K Investment Management
Massachusetts
$35K
HAP
1487
Harbor Asset Planning
Massachusetts
$34.8K
NC
1488
NewSquare Capital
Pennsylvania
$34.5K
HFS
1489
Hughes Financial Services
Virginia
$32.9K
BCMLT
1490
Beacon Capital Management LLC (Tennessee)
Tennessee
$32.8K
GSWM
1491
Golden State Wealth Management
California
$31.8K
NWM
1492
Nova Wealth Management
Florida
$31.7K
CMA
1493
Cedar Mountain Advisors
Oregon
$31K
RAM
1494
Riggs Asset Management
Pennsylvania
$30.8K
CTA
1495
Colonial Trust Advisors
South Carolina
$30.2K
YP
1496
YANKCOM Partnership
South Dakota
$30.2K
TPWA
1497
Twin Peaks Wealth Advisors
California
$29.7K
CIR
1498
Clear Investment Research
Georgia
$29.7K
NECFA
1499
New England Capital Financial Advisors
Connecticut
$29.4K
LIA
1500
Luken Investment Analytics
Tennessee
$28.4K