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Travelers Companies

1,659 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, 578 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

2% more capital invested

Capital invested by funds: $50.6B → $51.8B (+$1.19B)

1.49% less ownership

Funds ownership: 83.8%82.31% (-1.5%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
1,659
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
BP
451
Ballentine Partners
Massachusetts
$3.39M
DFA
452
Delta Financial Advisors
Louisiana
$3.34M
AM
453
AGF Management
Ontario, Canada
$3.34M
DT
454
Diversified Trust
Tennessee
$3.32M
FB
455
Fulton Bank
Pennsylvania
$3.3M
LSERS
456
Louisiana State Employees Retirement System
Louisiana
$3.29M
HWAM
457
Hennion & Walsh Asset Management
New Jersey
$3.27M
CWM
458
Compass Wealth Management
Connecticut
$3.25M
KA
459
Kintegral Advisory
New York
$3.18M
BC
460
Burney Company
Virginia
$3.16M
GIBU
461
Gulf International Bank (UK)
United Kingdom
$3.15M
Bessemer Group
462
Bessemer Group
New Jersey
$3.15M
NI
463
Nuance Investments
Missouri
$3.11M
MSRPS
464
Maryland State Retirement & Pension System
Maryland
$3.11M
PFPT
465
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.11M
JWCA
466
J.W. Cole Advisors
Florida
$3.05M
SAM
467
Securian Asset Management
Minnesota
$3.02M
LCM
468
LRT Capital Management
Texas
$3M
FMTCOCP
469
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3M
AUB
470
Atlantic Union Bankshares
Virginia
$2.98M
PCA
471
Peddock Capital Advisors
Massachusetts
$2.95M
EWM
472
Evercore Wealth Management
New York
$2.94M
LCS
473
Levin Capital Strategies
New York
$2.91M
ERIC
474
Eagle Rock Investment Company
Georgia
$2.89M
NMERB
475
New Mexico Educational Retirement Board
New Mexico
$2.87M