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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
FCM
501
Fieldview Capital Management
Michigan
$2.55M
FNA
502
First National Advisers
Nebraska
$2.54M
SI
503
Stephens Inc
Arkansas
$2.53M
FFS
504
Founders Financial Securities
Maryland
$2.53M
IWC
505
Integrated Wealth Concepts
Massachusetts
$2.52M
PH
506
Pinnacle Holdings
Oklahoma
$2.52M
TI
507
Tidal Investments
Wisconsin
$2.49M
SWM
508
Spire Wealth Management
Virginia
$2.48M
OAM
509
Ostrum Asset Management
France
$2.48M
CA
510
CoreCap Advisors
Michigan
$2.48M
AEPWM
511
Atlantic Edge Private Wealth Management
Florida
$2.45M
AF
512
Arrow Financial
New York
$2.41M
CNBT
513
Canandaigua National Bank & Trust
New York
$2.4M
OC
514
Oppenheimer & Co
New York
$2.4M
AT
515
Avalon Trust
New Mexico
$2.38M
CB
516
Cadence Bank
Mississippi
$2.38M
AIA
517
AssuredPartners Investment Advisors
Florida
$2.37M
Jones Financial Companies
518
Jones Financial Companies
Missouri
$2.35M
SW
519
SteelPeak Wealth
California
$2.35M
JCM
520
Jacobi Capital Management
Pennsylvania
$2.35M
ALMGDA
521
AG2R La Mondiale Gestion d'Actifs
France
$2.35M
WB
522
Webster Bank
Connecticut
$2.33M
AI
523
Accredited Investors
Minnesota
$2.32M
FFN
524
Focus Financial Network
Minnesota
$2.31M
TA
525
Tectonic Advisors
Texas
$2.31M