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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
ALAM
501
Asahi Life Asset Management
Japan
$2.57M
FCM
502
Fieldview Capital Management
Michigan
$2.55M
FNA
503
First National Advisers
Nebraska
$2.54M
SI
504
Stephens Inc
Arkansas
$2.53M
FFS
505
Founders Financial Securities
Maryland
$2.53M
IWC
506
Integrated Wealth Concepts
Massachusetts
$2.52M
PH
507
Pinnacle Holdings
Oklahoma
$2.52M
TI
508
Tidal Investments
Wisconsin
$2.49M
SWM
509
Spire Wealth Management
Virginia
$2.48M
OAM
510
Ostrum Asset Management
France
$2.48M
CA
511
CoreCap Advisors
Michigan
$2.48M
AEPWM
512
Atlantic Edge Private Wealth Management
Florida
$2.45M
AF
513
Arrow Financial
New York
$2.41M
CNBT
514
Canandaigua National Bank & Trust
New York
$2.4M
OC
515
Oppenheimer & Co
New York
$2.4M
AT
516
Avalon Trust
New Mexico
$2.38M
CB
517
Cadence Bank
Mississippi
$2.38M
AIA
518
AssuredPartners Investment Advisors
Florida
$2.37M
Jones Financial Companies
519
Jones Financial Companies
Missouri
$2.35M
SW
520
SteelPeak Wealth
California
$2.35M
JCM
521
Jacobi Capital Management
Pennsylvania
$2.35M
ALMGDA
522
AG2R La Mondiale Gestion d'Actifs
France
$2.35M
WB
523
Webster Bank
Connecticut
$2.33M
AI
524
Accredited Investors
Minnesota
$2.32M
FFN
525
Focus Financial Network
Minnesota
$2.31M