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Travelers Companies

1,656 hedge funds and large institutions have $51.8B invested in Travelers Companies in 2025 Q3 according to their latest regulatory filings, with 158 funds opening new positions, 577 increasing their positions, 564 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: $ → $

2% more repeat investments, than reductions

Existing positions increased: 577 | Existing positions reduced: 564

1.49% less ownership

Funds ownership: 83.79%82.29% (-1.5%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
1,656
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
PAS
401
Park Avenue Securities
New York
$4.35M
UA
402
Unison Advisors
District of Columbia
$4.33M
NW
403
NewEdge Wealth
Pennsylvania
$4.31M
IG
404
ING Group
Netherlands
$4.24M
SC
405
Slow Capital
California
$4.23M
CL
406
Choreo LLC
Illinois
$4.2M
IA
407
IFP Advisors
Florida
$4.19M
NCM
408
Nearwater Capital Markets
Ireland
$4.19M
LOAMS
409
Lombard Odier Asset Management (Switzerland)
Switzerland
$4.18M
CG
410
Caprock Group
Idaho
$4.18M
BCI
411
Brinker Capital Investments
Pennsylvania
$4.17M
RBC
412
Romano Brothers & Co
Illinois
$4.15M
VA
413
Vident Advisory
Georgia
$4.15M
ADL
414
Asset Dedication LLC
California
$4.11M
Lido Advisors
415
Lido Advisors
California
$4.1M
BAAM
416
Baker Avenue Asset Management
California
$4.07M
FWP
417
FAS Wealth Partners
Kansas
$4.05M
FMWA
418
Forvis Mazars Wealth Advisors
Missouri
$4M
WAM
419
Wakefield Asset Management
Colorado
$4M
KRS
420
Kentucky Retirement Systems
Kentucky
$3.96M
KWM
421
Kingsview Wealth Management
Oregon
$3.95M
ASN
422
Advisory Services Network
Georgia
$3.94M
1SB
423
1ST Source Bank
Indiana
$3.92M
SCM
424
Sterling Capital Management
North Carolina
$3.86M
TRCT
425
Tower Research Capital (TRC)
New York
$3.85M