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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
SPC
526
Sigma Planning Corp
Michigan
$2.29M
Envestnet Portfolio Solutions
527
Envestnet Portfolio Solutions
Illinois
$2.29M
WCM
528
Weaver Capital Management
Georgia
$2.29M
AC
529
Allstate Corporation
Illinois
$2.29M
MOS
530
MGO One Seven
Ohio
$2.29M
CL
531
CIM LLC
New York
$2.26M
BTC
532
Bank & Trust Company
Illinois
$2.25M
SAM
533
Shell Asset Management
Netherlands
$2.23M
CWP
534
Capital Wealth Planning
Florida
$2.23M
FNT
535
First National Trust
Pennsylvania
$2.23M
CSP
536
Cary Street Partners
Virginia
$2.23M
AA
537
Ancora Advisors
Ohio
$2.22M
SSWM
538
Smith Salley Wealth Management
North Carolina
$2.21M
Man Group
539
Man Group
United Kingdom
$2.2M
EFS
540
Essex Financial Services
Connecticut
$2.18M
ACM
541
Ashford Capital Management
Delaware
$2.17M
SIG
542
Stonegate Investment Group
Alabama
$2.14M
NGA
543
Naples Global Advisors
Florida
$2.14M
SCA
544
Snowden Capital Advisors
New York
$2.11M
FFWA
545
FRG Family Wealth Advisors
Washington
$2.1M
QT
546
Quantbot Technologies
New York
$2.1M
CAMV
547
Concord Asset Management (Virginia)
Virginia
$2.09M
VAM
548
Virtue Asset Management
Illinois
$2.08M
VVP
549
Venture Visionary Partners
Ohio
$2.07M
JFGIW
550
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.06M