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Travelers Companies

1,608 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, 589 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: 1,6131,608 (-5)

32% less funds holding in top 10

Funds holding in top 10: 1913 (-6)

Holders
1,608
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
TPI
1676
Trust Point Inc
Wisconsin
ARC
1677
Advisor Resource Council
Texas
TCM
1678
Towneley Capital Management
California
FFA
1679
Founders Financial Alliance
North Carolina
FCM
1680
Fieldview Capital Management
Michigan
PCM
1681
Park Capital Management
Wisconsin
AIM
1682
Aigen Investment Management
New York
PCM
1683
Prelude Capital Management
New York
TFF
1684
The Family Firm
Maryland
AW
1685
Alteri Wealth
California
FFP
1686
Freedom Financial Partners
Minnesota
FWTB
1687
First Western Trust Bank
Colorado
OWA
1688
ORBA Wealth Advisors
Illinois
XT
1689
XTX Topco
Cayman Islands
PGWM
1690
Parisi Gray Wealth Management
New Jersey
SFG
1691
Stonebridge Financial Group
Pennsylvania
QT
1692
Quantbot Technologies
New York
HCP
1693
Hexagon Capital Partners
Arkansas
EI
1694
eCIO Inc
Wisconsin
CIAM
1695
Caitong International Asset Management
Hong Kong
CA
1696
Continuum Advisory
Idaho
Loomis, Sayles & Company
1697
Loomis, Sayles & Company
Massachusetts
SCB
1698
Saudi Central Bank
Saudi Arabia
RCA
1699
Runnymede Capital Advisors
Ohio
ZRP
1700
Zynergy Retirement Planning
New Jersey