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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
PWM
1551
Proathlete Wealth Management
Florida
$11.5K
CIAS
1552
CBIZ Investment Advisory Services
Ohio
$11.2K
LFA
1553
Legend Financial Advisors
Pennsylvania
$11K
BDPWM
1554
Barnes Dennig Private Wealth Management
Ohio
$11K
DPW
1555
DiNuzzo Private Wealth
Pennsylvania
$10.7K
CWIG
1556
Chung Wu Investment Group
Texas
$10.7K
RL
1557
Rogco LP
Oklahoma
$10.4K
CAL
1558
Capital Analysts LLC
Pennsylvania
$10K
YAL
1559
Your Advocates Ltd
Texas
$9.36K
HFS
1560
Hopwood Financial Services
Virginia
$9.36K
TCM
1561
TD Capital Management
Tennessee
$8.17K
JFG
1562
JDM Financial Group
Texas
$8.03K
DF
1563
Dunhill Financial
United Kingdom
$7.76K
AAG
1564
Accordant Advisory Group
Maryland
$7.49K
WW
1565
Winnow Wealth
Texas
$7.49K
KTC
1566
Kentucky Trust Company
Kentucky
$7.49K
ACM
1567
Anfield Capital Management
California
$6.96K
GC
1568
GFG Capital
Florida
$6.96K
BCM
1569
Boreal Capital Management
Florida
$6.69K
SO
1570
Sierra Ocean
California
$6.44K
AWM
1571
Accredited Wealth Management
Kentucky
$5.08K
DWM
1572
Dogwood Wealth Management
Kansas
$4.87K
GWSA
1573
Global Wealth Strategies & Associates
Colorado
$4.84K
WCM
1574
WealthTrak Capital Management
Virginia
$4.55K
SN
1575
Sittner & Nelson
Oregon
$4.55K