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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
SA
1526
Scarborough Advisors
Maryland
$17.7K
W
1527
WealthCollab
Washington
$17.4K
WPA
1528
Wealth Preservation Advisors
Tennessee
$17.4K
CFP
1529
Comprehensive Financial Planning
Pennsylvania
$17K
HWP
1530
Highline Wealth Partners
California
$16.3K
AWM
1531
Activest Wealth Management
Florida
$16.3K
PFG
1532
Putney Financial Group
California
$16.1K
IHWM
1533
Iron Horse Wealth Management
Iowa
$15.5K
AG
1534
AmeriFlex Group
Nevada
$15.5K
CWM
1535
CarsonAllaria Wealth Management
Illinois
$15K
CWM
1536
Centricity Wealth Management
Ohio
$15K
MAM
1537
Morse Asset Management
Connecticut
$14.2K
CT
1538
Clearstead Trust
Maine
$14.2K
CAM
1539
Costello Asset Management
Pennsylvania
$14.1K
RWM
1540
RMG Wealth Management
Wisconsin
$13.8K
MHR
1541
Matthew Hamilton Rosenberg
$13.4K
HHMI
1542
Howard Hughes Medical Institute
Maryland
$13.1K
AW
1543
Avion Wealth
Texas
$13K
NEWAS
1544
N.E.W. Advisory Services
Wisconsin
$12.3K
AFG
1545
Albion Financial Group
Utah
$12.3K
MAS
1546
MPWM Advisory Solutions
Georgia
$12.3K
CWM
1547
Cranbrook Wealth Management
Michigan
$12.3K
RWM
1548
Rialto Wealth Management
New York
$12.3K
CFFP
1549
Center for Financial Planning
Michigan
$12K
AAG
1550
Armstrong Advisory Group
Massachusetts
$11.8K