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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
QWM
1501
Quaker Wealth Management
New Jersey
$27.8K
WA
1502
Whipplewood Advisors
Colorado
$27K
ETS
1503
ESL Trust Services
New York
$26.8K
LC
1504
Lavaca Capital
Texas
$26.8K
GTAM
1505
Global Trust Asset Management
Florida
$26.8K
GWS
1506
Greykasell Wealth Strategies
California
$26.8K
B
1507
Birchbrook
Maine
$26.8K
PA
1508
Pineridge Advisors
Missouri
$26.8K
MTIC
1509
Missouri Trust & Investment Company
Missouri
$26.8K
DWA
1510
Delos Wealth Advisors
Texas
$26.8K
OCM
1511
Osterweis Capital Management
California
$25.7K
RTL
1512
Red Tortoise LLC
Georgia
$24.2K
AWM
1513
Abound Wealth Management
Tennessee
$24.1K
FWM
1514
FSA Wealth Management
Massachusetts
$24K
MWM
1515
Mascoma Wealth Management
New Hampshire
$23K
KWM
1516
Kiker Wealth Management
Georgia
$23K
CFD
1517
Creative Financial Designs
Indiana
$22.5K
FMP
1518
Financial Management Professionals
Texas
$21.9K
SFA
1519
Semmax Financial Advisors
North Carolina
$21.8K
SC
1520
Solstein Capital
California
$21.7K
CWM
1521
Crowley Wealth Management
Delaware
$20.6K
TCM
1522
TruNorth Capital Management
Michigan
$20.3K
DFA
1523
DHJJ Financial Advisors
Illinois
$20.1K
S
1524
Sachetta
Massachusetts
$20.1K
SL
1525
Salomon & Ludwin
Virginia
$19.6K