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