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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
CA
1701
Continuum Advisory
Idaho
Loomis, Sayles & Company
1702
Loomis, Sayles & Company
Massachusetts
SCB
1703
Saudi Central Bank
Saudi Arabia
RCA
1704
Runnymede Capital Advisors
Ohio
ZRP
1705
Zynergy Retirement Planning
New Jersey
RTC
1706
Riverview Trust Company
Washington
CA
1707
Centerpoint Advisors
Massachusetts
KA
1708
Kozak & Associates
Colorado
RMP
1709
Richards, Merrill & Peterson
Washington
MCI
1710
MRP Capital Investments
Georgia
NCM
1711
Northwest Capital Management
Oregon
MC
1712
Montag & Caldwell
Georgia
CIM
1713
Contravisory Investment Management
Massachusetts
CFS
1714
Compass Financial Services
Iowa
GWM
1715
Graybill Wealth Management
Illinois
MFA
1716
McClarren Financial Advisors
Pennsylvania
PA
1717
PSI Advisors
Florida
STB
1718
S&T Bank
Pennsylvania
IWP
1719
IAG Wealth Partners
Wisconsin
HHGA
1720
Halbert Hargrove Global Advisors
California
CAWM
1721
Capital A Wealth Management
Pennsylvania
BMC
1722
Bear Mountain Capital
Washington
CWC
1723
Carolinas Wealth Consulting
North Carolina
GP
1724
Greenline Partners
New York
GA
1725
GoalVest Advisory
New York