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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
CFFP
1551
Center for Financial Planning
Michigan
$12K
AAG
1552
Armstrong Advisory Group
Massachusetts
$11.8K
PWM
1553
Proathlete Wealth Management
Florida
$11.5K
CIAS
1554
CBIZ Investment Advisory Services
Ohio
$11.2K
LFA
1555
Legend Financial Advisors
Pennsylvania
$11K
BDPWM
1556
Barnes Dennig Private Wealth Management
Ohio
$11K
DPW
1557
DiNuzzo Private Wealth
Pennsylvania
$10.7K
CWIG
1558
Chung Wu Investment Group
Texas
$10.7K
RL
1559
Rogco LP
Oklahoma
$10.4K
CAL
1560
Capital Analysts LLC
Pennsylvania
$10K
YAL
1561
Your Advocates Ltd
Texas
$9.36K
HFS
1562
Hopwood Financial Services
Virginia
$9.36K
TCM
1563
TD Capital Management
Tennessee
$8.17K
JFG
1564
JDM Financial Group
Texas
$8.03K
DF
1565
Dunhill Financial
United Kingdom
$7.76K
AAG
1566
Accordant Advisory Group
Maryland
$7.49K
WW
1567
Winnow Wealth
Texas
$7.49K
KTC
1568
Kentucky Trust Company
Kentucky
$7.49K
ACM
1569
Anfield Capital Management
California
$6.96K
GC
1570
GFG Capital
Florida
$6.96K
BCM
1571
Boreal Capital Management
Florida
$6.69K
SO
1572
Sierra Ocean
California
$6.44K
AWM
1573
Accredited Wealth Management
Kentucky
$5.08K
DWM
1574
Dogwood Wealth Management
Kansas
$4.87K
GWSA
1575
Global Wealth Strategies & Associates
Colorado
$4.84K