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Travelers Companies

1,601 hedge funds and large institutions have $50.4B invested in Travelers Companies in 2025 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 591 increasing their positions, 547 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,601
Holders Change
-12
Holders Change %
-0.74%
% of All Funds
21.47%
Holding in Top 10
13
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-31.58%
% of All Funds
0.17%
New
127
Increased
591
Reduced
547
Closed
112
Calls
$159M
Puts
$144M
Net Calls
+$14.4M
Net Calls Change
-$14.2M
Name Holding Trade Value Shares
Change
Shares
Change %
PCM
1676
Prelude Capital Management
New York
-$234K -886 Closed
TFF
1677
The Family Firm
Maryland
-$232K -878 Closed
AW
1678
Alteri Wealth
California
-$230K -871 Closed
FFP
1679
Freedom Financial Partners
Minnesota
-$227K -860 Closed
FWTB
1680
First Western Trust Bank
Colorado
-$226K -854 Closed
OWA
1681
ORBA Wealth Advisors
Illinois
-$218K -825 Closed
XT
1682
XTX Topco
Cayman Islands
-$213K -806 Closed
PGWM
1683
Parisi Gray Wealth Management
New Jersey
-$203K -768 Closed
SFG
1684
Stonebridge Financial Group
Pennsylvania
-$178K -672 Closed
QT
1685
Quantbot Technologies
New York
-$174K -658 Closed
HCP
1686
Hexagon Capital Partners
Arkansas
-$58.2K -220 Closed
EI
1687
eCIO Inc
Wisconsin
-$33.6K -127 Closed
CIAM
1688
Caitong International Asset Management
Hong Kong
-$29.9K -113 Closed
CA
1689
Continuum Advisory
Idaho
-$27.5K -104 Closed
Loomis, Sayles & Company
1690
Loomis, Sayles & Company
Massachusetts
-$27K -102 Closed
SCB
1691
Saudi Central Bank
Saudi Arabia
-$23.5K -89 Closed
RCA
1692
Runnymede Capital Advisors
Ohio
-$23.3K -88 Closed
RTC
1693
Riverview Trust Company
Washington
-$21.7K -82 Closed
ZRP
1694
Zynergy Retirement Planning
New Jersey
-$19.8K -82 Closed
CA
1695
Centerpoint Advisors
Massachusetts
-$20K -76 Closed
KA
1696
Kozak & Associates
Colorado
-$15.8K -63 Closed
MCI
1697
MRP Capital Investments
Georgia
-$13.2K -50 Closed
RMP
1698
Richards, Merrill & Peterson
Washington
-$13.2K -50 Closed
NCM
1699
Northwest Capital Management
Oregon
-$8.99K -34 Closed
MC
1700
Montag & Caldwell
Georgia
-$7.67K -29 Closed