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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
P
401
&Partners
Tennessee
$4.36M +$449K +1,678 +12%
PAS
402
Park Avenue Securities
New York
$4.35M +$168K +628 +4%
UA
403
Unison Advisors
District of Columbia
$4.33M +$17.1K +64 +0.4%
NW
404
NewEdge Wealth
Pennsylvania
$4.31M +$789K +2,945 +23%
IG
405
ING Group
Netherlands
$4.24M -$111K -413 -3%
SC
406
Slow Capital
California
$4.23M -$60.8K -227 -1%
CL
407
Choreo LLC
Illinois
$4.2M -$3.75K -14 -0.1%
IA
408
IFP Advisors
Florida
$4.19M +$299K +1,117 +8%
NCM
409
Nearwater Capital Markets
Ireland
$4.19M
LOAMS
410
Lombard Odier Asset Management (Switzerland)
Switzerland
$4.18M +$536K +2,000 +15%
CG
411
Caprock Group
Idaho
$4.18M +$4.12M +15,398 New
BCI
412
Brinker Capital Investments
Pennsylvania
$4.17M -$788K -2,941 -16%
RBC
413
Romano Brothers & Co
Illinois
$4.15M +$364K +1,360 +10%
VA
414
Vident Advisory
Georgia
$4.15M +$2.27M +8,459 +132%
ADL
415
Asset Dedication LLC
California
$4.11M -$245K -915 -6%
Lido Advisors
416
Lido Advisors
California
$4.1M +$633K +2,363 +19%
BAAM
417
Baker Avenue Asset Management
California
$4.07M +$91.6K +342 +2%
FWP
418
FAS Wealth Partners
Kansas
$4.05M +$171K +639 +5%
FMWA
419
Forvis Mazars Wealth Advisors
Missouri
$4M -$121K -451 -3%
WAM
420
Wakefield Asset Management
Colorado
$4M +$60K +224 +2%
SC
421
Savant Capital
Illinois
$3.99M +$289K +1,081 +8%
KRS
422
Kentucky Retirement Systems
Kentucky
$3.96M -$79K -295 -2%
KWM
423
Kingsview Wealth Management
Oregon
$3.95M +$80.1K +299 +2%
ASN
424
Advisory Services Network
Georgia
$3.94M +$21.7K +81 +0.6%
1SB
425
1ST Source Bank
Indiana
$3.92M -$137K -512 -4%