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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
SWA
1526
SOA Wealth Advisors
New York
$19.4K
IA
1527
IFS Advisors
Kansas
$18.5K
SA
1528
Scarborough Advisors
Maryland
$17.7K
W
1529
WealthCollab
Washington
$17.4K
WPA
1530
Wealth Preservation Advisors
Tennessee
$17.4K
CFP
1531
Comprehensive Financial Planning
Pennsylvania
$17K
HWP
1532
Highline Wealth Partners
California
$16.3K
AWM
1533
Activest Wealth Management
Florida
$16.3K
PFG
1534
Putney Financial Group
California
$16.1K
IHWM
1535
Iron Horse Wealth Management
Iowa
$15.5K
AG
1536
AmeriFlex Group
Nevada
$15.5K
CWM
1537
CarsonAllaria Wealth Management
Illinois
$15K
CWM
1538
Centricity Wealth Management
Ohio
$15K
MAM
1539
Morse Asset Management
Connecticut
$14.2K
CT
1540
Clearstead Trust
Maine
$14.2K
CAM
1541
Costello Asset Management
Pennsylvania
$14.1K
RWM
1542
RMG Wealth Management
Wisconsin
$13.8K
MHR
1543
Matthew Hamilton Rosenberg
$13.4K
HHMI
1544
Howard Hughes Medical Institute
Maryland
$13.1K
AW
1545
Avion Wealth
Texas
$13K
NEWAS
1546
N.E.W. Advisory Services
Wisconsin
$12.3K
MAS
1547
MPWM Advisory Solutions
Georgia
$12.3K
AFG
1548
Albion Financial Group
Utah
$12.3K
CWM
1549
Cranbrook Wealth Management
Michigan
$12.3K
RWM
1550
Rialto Wealth Management
New York
$12.3K