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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
BFS
1576
Bare Financial Services
Pennsylvania
$4.55K
GC
1577
Garde Capital
Washington
$4.01K
BHWM
1578
Bay Harbor Wealth Management
Maryland
$4.01K
WTFG
1579
Wood Tarver Financial Group
Idaho
$4K
TFM
1580
TFC Financial Management
Massachusetts
$3.75K
KG
1581
Kilter Group
New York
$3.75K
HIA
1582
HFM Investment Advisors
New Jersey
$3.48K
LWMI
1583
Legacy Wealth Management (Idaho)
Idaho
$3.21K
LIS
1584
Legacy Investment Solutions
Idaho
$3.21K
PWM
1585
Parkworth Wealth Management
California
$3.21K
PWA
1586
Principia Wealth Advisory
Texas
$3.21K
PP
1587
PFS Partners
New Jersey
$2.68K
RF
1588
Rossby Financial
Florida
$2.67K
SRCM
1589
Signature Resources Capital Management
California
$2.67K
RS
1590
Rakuten Securities
Japan
$2.41K
MSWA
1591
Marshall & Sterling Wealth Advisors
New York
$2.15K
TIM
1592
Thompson Investment Management
Wisconsin
$2.14K
HBW
1593
Hazlett, Burt & Watson
West Virginia
$2K
MAFA
1594
MJT & Associates Financial Advisory
Minnesota
$1.87K
BIM
1595
Breakwater Investment Management
Washington
$1.87K
BA
1596
Bellwether Advisors
Nebraska
$1.87K
AP
1597
Aspect Partners
Virginia
$1.6K
FNWA
1598
Financial Network Wealth Advisors
Utah
$1.6K
WA
1599
WestEnd Advisors
North Carolina
$1.34K
HWA
1600
HHM Wealth Advisors
Tennessee
$1.34K