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Travelers Companies

1,637 hedge funds and large institutions have $51.7B invested in Travelers Companies in 2025 Q3 according to their latest regulatory filings, with 158 funds opening new positions, 567 increasing their positions, 560 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

1% more repeat investments, than reductions

Existing positions increased: 567 | Existing positions reduced: 560

1.53% less ownership

Funds ownership: 83.7%82.17% (-1.5%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
1,637
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$196M
Puts
$158M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NW
401
NewEdge Wealth
Pennsylvania
$4.31M
IG
402
ING Group
Netherlands
$4.24M
SC
403
Slow Capital
California
$4.23M
CL
404
Choreo LLC
Illinois
$4.2M
IA
405
IFP Advisors
Florida
$4.19M
NCM
406
Nearwater Capital Markets
Ireland
$4.19M
LOAMS
407
Lombard Odier Asset Management (Switzerland)
Switzerland
$4.18M
CG
408
Caprock Group
Idaho
$4.18M
BCI
409
Brinker Capital Investments
Pennsylvania
$4.17M
RBC
410
Romano Brothers & Co
Illinois
$4.15M
VA
411
Vident Advisory
Georgia
$4.15M
ADL
412
Asset Dedication LLC
California
$4.11M
Lido Advisors
413
Lido Advisors
California
$4.1M
BAAM
414
Baker Avenue Asset Management
California
$4.07M
FWP
415
FAS Wealth Partners
Kansas
$4.05M
FMWA
416
Forvis Mazars Wealth Advisors
Missouri
$4M
WAM
417
Wakefield Asset Management
Colorado
$4M
KRS
418
Kentucky Retirement Systems
Kentucky
$3.96M
KWM
419
Kingsview Wealth Management
Oregon
$3.95M
ASN
420
Advisory Services Network
Georgia
$3.94M
1SB
421
1ST Source Bank
Indiana
$3.92M
SCM
422
Sterling Capital Management
North Carolina
$3.86M
TRCT
423
Tower Research Capital (TRC)
New York
$3.85M
FPAS
424
Focus Partners Advisor Solutions
Missouri
$3.83M
EAM
425
Erste Asset Management
Austria
$3.8M