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Travelers Companies

1,638 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, 561 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: 561

1.52% less ownership

Funds ownership: 83.7%82.18% (-1.5%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
1,638
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
SI
501
Stephens Inc
Arkansas
$2.53M
FFS
502
Founders Financial Securities
Maryland
$2.53M
IWC
503
Integrated Wealth Concepts
Massachusetts
$2.52M
PH
504
Pinnacle Holdings
Oklahoma
$2.52M
TI
505
Tidal Investments
Wisconsin
$2.49M
SWM
506
Spire Wealth Management
Virginia
$2.48M
OAM
507
Ostrum Asset Management
France
$2.48M
CA
508
CoreCap Advisors
Michigan
$2.48M
AEPWM
509
Atlantic Edge Private Wealth Management
Florida
$2.45M
AF
510
Arrow Financial
New York
$2.41M
CNBT
511
Canandaigua National Bank & Trust
New York
$2.4M
OC
512
Oppenheimer & Co
New York
$2.4M
AT
513
Avalon Trust
New Mexico
$2.38M
CB
514
Cadence Bank
Mississippi
$2.38M
AIA
515
AssuredPartners Investment Advisors
Florida
$2.37M
Jones Financial Companies
516
Jones Financial Companies
Missouri
$2.35M
SW
517
SteelPeak Wealth
California
$2.35M
JCM
518
Jacobi Capital Management
Pennsylvania
$2.35M
ALMGDA
519
AG2R La Mondiale Gestion d'Actifs
France
$2.35M
WB
520
Webster Bank
Connecticut
$2.33M
AI
521
Accredited Investors
Minnesota
$2.32M
FFN
522
Focus Financial Network
Minnesota
$2.31M
TA
523
Tectonic Advisors
Texas
$2.31M
CGH
524
Crossmark Global Holdings
Texas
$2.31M
EF
525
Empirical Finance
Pennsylvania
$2.3M