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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
RCAG
1676
Rehmann Capital Advisory Group
Michigan
PHK
1677
Point72 Hong Kong
Hong Kong
HI
1678
Humankind Investments
New York
TPI
1679
Trust Point Inc
Wisconsin
ARC
1680
Advisor Resource Council
Texas
TCM
1681
Towneley Capital Management
California
FFA
1682
Founders Financial Alliance
North Carolina
FCM
1683
Fieldview Capital Management
Michigan
PCM
1684
Park Capital Management
Wisconsin
AIM
1685
Aigen Investment Management
New York
PCM
1686
Prelude Capital Management
New York
TFF
1687
The Family Firm
Maryland
AW
1688
Alteri Wealth
California
FFP
1689
Freedom Financial Partners
Minnesota
FWTB
1690
First Western Trust Bank
Colorado
OWA
1691
ORBA Wealth Advisors
Illinois
XT
1692
XTX Topco
Cayman Islands
PGWM
1693
Parisi Gray Wealth Management
New Jersey
SFG
1694
Stonebridge Financial Group
Pennsylvania
QT
1695
Quantbot Technologies
New York
HCP
1696
Hexagon Capital Partners
Arkansas
LWANC
1697
Laurel Wealth Advisors (North Carolina)
North Carolina
EI
1698
eCIO Inc
Wisconsin
FAM
1699
Flaharty Asset Management
Florida
CIAM
1700
Caitong International Asset Management
Hong Kong