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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
GTAM
1501
Global Trust Asset Management
Florida
$26.8K
LC
1502
Lavaca Capital
Texas
$26.8K
ETS
1503
ESL Trust Services
New York
$26.8K
PA
1504
Pineridge Advisors
Missouri
$26.8K
GWS
1505
Greykasell Wealth Strategies
California
$26.8K
MTIC
1506
Missouri Trust & Investment Company
Missouri
$26.8K
DWA
1507
Delos Wealth Advisors
Texas
$26.8K
OCM
1508
Osterweis Capital Management
California
$25.7K
RTL
1509
Red Tortoise LLC
Georgia
$24.2K
AWM
1510
Abound Wealth Management
Tennessee
$24.1K
FWM
1511
FSA Wealth Management
Massachusetts
$24K
MWM
1512
Mascoma Wealth Management
New Hampshire
$23K
KWM
1513
Kiker Wealth Management
Georgia
$23K
CFD
1514
Creative Financial Designs
Indiana
$22.5K
FMP
1515
Financial Management Professionals
Texas
$21.9K
SFA
1516
Semmax Financial Advisors
North Carolina
$21.8K
SC
1517
Solstein Capital
California
$21.7K
CWM
1518
Crowley Wealth Management
Delaware
$20.6K
TCM
1519
TruNorth Capital Management
Michigan
$20.3K
DFA
1520
DHJJ Financial Advisors
Illinois
$20.1K
S
1521
Sachetta
Massachusetts
$20.1K
T
1522
Tableaux
Massachusetts
$20.1K
SL
1523
Salomon & Ludwin
Virginia
$19.6K
SWA
1524
SOA Wealth Advisors
New York
$19.4K
IA
1525
IFS Advisors
Kansas
$18.5K