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Travelers Companies

1,665 hedge funds and large institutions have $51.9B invested in Travelers Companies in 2025 Q3 according to their latest regulatory filings, with 159 funds opening new positions, 580 increasing their positions, 565 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 97

24% more call options, than puts

Call options by funds: $196M | Put options by funds: $158M

2% more funds holding

Funds holding: 1,6281,665 (+37)

3% more repeat investments, than reductions

Existing positions increased: 580 | Existing positions reduced: 565

2% more capital invested

Capital invested by funds: $50.7B → $51.9B (+$1.19B)

1.49% less ownership

Funds ownership: 83.92%82.42% (-1.5%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
1,665
Holders Change
+37
Holders Change %
+2.27%
% of All Funds
21.86%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.14%
New
159
Increased
580
Reduced
565
Closed
97
Calls
$196M
Puts
$158M
Net Calls
+$37.8M
Net Calls Change
+$23.4M
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
351
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.65M +$598K +2,233 +12%
FPF
352
First Pacific Financial
Washington
$5.65M +$1.22M +4,562 +29%
UM
353
UniSuper Management
Australia
$5.64M +$752K +2,809 +16%
CANC
354
Culbertson A N & Co
Virginia
$5.64M -$2.68K -10 -0%
GPTE
355
Generali Powszechne Towarzystwo Emerytalne
Poland
$5.62M
NVIM
356
New Vernon Investment Management
Illinois
$5.6M
TI
357
tru Independence
Oregon
$5.54M +$1.34K +5 +0%
AssetMark Inc
358
AssetMark Inc
California
$5.5M +$1.63M +6,076 +45%
CIBC Private Wealth Group
359
CIBC Private Wealth Group
Georgia
$5.39M +$259K +966 +5%
FWCM
360
Ferguson Wellman Capital Management
Oregon
$5.38M -$21.4K -80 -0.4%
SIA
361
SGL Investment Advisors
Montana
$5.36M +$79.5K +297 +2%
BA
362
Bristlecone Advisors
Washington
$5.35M -$178K -666 -3%
SAIG
363
Semper Augustus Investments Group
Colorado
$5.33M -$41.5K -155 -0.8%
MPWS
364
McCarter Private Wealth Services
Massachusetts
$5.23M +$48.5K +181 +1%
HWM
365
HB Wealth Management
Georgia
$5.2M +$451K +1,684 +10%
Thrivent Financial for Lutherans
366
Thrivent Financial for Lutherans
Minnesota
$5.17M +$2.07M +7,713 +71%
FM
367
Foster & Motley
Ohio
$5.15M -$227K -849 -4%
TSW
368
Thompson Siegel & Walmsley
Virginia
$5.14M
RCM
369
RNC Capital Management
California
$5.13M -$253K -946 -5%
AI
370
Atria Investments
North Carolina
$5.13M -$348K -1,298 -7%
KIA
371
KCM Investment Advisors
California
$5.13M +$23.8K +89 +0.5%
MIC
372
Meridian Investment Counsel
California
$5.13M +$103K +385 +2%
BMSSC
373
B. Metzler seel. Sohn & Co
Germany
$5.11M +$108K +402 +2%
Fifth Third Bancorp
374
Fifth Third Bancorp
Ohio
$5.09M +$146K +546 +3%
FAM
375
Fulcrum Asset Management
United Kingdom
$5.06M -$135K -503 -3%