TRV icon

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 %
DWA
1501
Delos Wealth Advisors
Texas
$26.8K +$26.8K +100 New
OCM
1502
Osterweis Capital Management
California
$25.7K +$24.3K +91 +1,820%
RTL
1503
Red Tortoise LLC
Georgia
$24.2K
AWM
1504
Abound Wealth Management
Tennessee
$24.1K
FWM
1505
FSA Wealth Management
Massachusetts
$24K
KWM
1506
Kiker Wealth Management
Georgia
$23K
MWM
1507
Mascoma Wealth Management
New Hampshire
$23K
CFD
1508
Creative Financial Designs
Indiana
$22.5K -$2.94K -11 -12%
FMP
1509
Financial Management Professionals
Texas
$21.9K +$1.61K +6 +8%
SFA
1510
Semmax Financial Advisors
North Carolina
$21.8K
SC
1511
Solstein Capital
California
$21.7K +$21.7K +81 New
CWM
1512
Crowley Wealth Management
Delaware
$20.6K
TCM
1513
TruNorth Capital Management
Michigan
$20.3K
DFA
1514
DHJJ Financial Advisors
Illinois
$20.1K
S
1515
Sachetta
Massachusetts
$20.1K +$2.94K +11 +17%
T
1516
Tableaux
Massachusetts
$20.1K +$20.1K +20,000 New
SL
1517
Salomon & Ludwin
Virginia
$19.6K
SWA
1518
SOA Wealth Advisors
New York
$19.4K
IA
1519
IFS Advisors
Kansas
$18.5K
SA
1520
Scarborough Advisors
Maryland
$17.7K +$17.7K +66 New
W
1521
WealthCollab
Washington
$17.4K
WPA
1522
Wealth Preservation Advisors
Tennessee
$17.4K
CFP
1523
Comprehensive Financial Planning
Pennsylvania
$17K +$266 +1 +2%
HWP
1524
Highline Wealth Partners
California
$16.3K +$2.68K +10 +20%
AWM
1525
Activest Wealth Management
Florida
$16.3K