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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
21.85%
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
DADC
451
D.A. Davidson & Co
Montana
$3.4M +$15K +56 +0.5%
BP
452
Ballentine Partners
Massachusetts
$3.39M -$127K -473 -4%
DFA
453
Delta Financial Advisors
Louisiana
$3.34M -$13.7K -51 -0.4%
AM
454
AGF Management
Ontario, Canada
$3.34M +$259K +969 +9%
DT
455
Diversified Trust
Tennessee
$3.32M -$363K -1,356 -10%
FB
456
Fulton Bank
Pennsylvania
$3.3M -$162K -606 -5%
LSERS
457
Louisiana State Employees Retirement System
Louisiana
$3.29M -$53.6K -200 -2%
HWAM
458
Hennion & Walsh Asset Management
New Jersey
$3.27M +$87.3K +326 +3%
CWM
459
Compass Wealth Management
Connecticut
$3.25M -$6.7K -25 -0.2%
KA
460
Kintegral Advisory
New York
$3.18M -$13.7K -51 -0.4%
BC
461
Burney Company
Virginia
$3.16M -$23K -86 -0.8%
GIBU
462
Gulf International Bank (UK)
United Kingdom
$3.15M -$53.3K -199 -2%
Bessemer Group
463
Bessemer Group
New Jersey
$3.15M +$89.2K +333 +3%
NI
464
Nuance Investments
Missouri
$3.11M +$2.99M +11,156 New
MSRPS
465
Maryland State Retirement & Pension System
Maryland
$3.11M +$44.2K +165 +2%
PFPT
466
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.11M -$268 -1 -0%
JWCA
467
J.W. Cole Advisors
Florida
$3.05M -$58.6K -219 -2%
SAM
468
Securian Asset Management
Minnesota
$3.02M -$274K -1,024 -9%
LCM
469
LRT Capital Management
Texas
$3M +$2.88M +10,758 New
FMTCOCP
470
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3M +$80.1K +299 +3%
AUB
471
Atlantic Union Bankshares
Virginia
$2.98M +$4.82K +18 +0.2%
PCA
472
Peddock Capital Advisors
Massachusetts
$2.95M -$79K -295 -3%
EWM
473
Evercore Wealth Management
New York
$2.94M +$103K +383 +4%
LCS
474
Levin Capital Strategies
New York
$2.91M
ERIC
475
Eagle Rock Investment Company
Georgia
$2.89M -$2.68K -10 -0.1%