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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
TA
526
Tectonic Advisors
Texas
$2.31M
CGH
527
Crossmark Global Holdings
Texas
$2.31M
EF
528
Empirical Finance
Pennsylvania
$2.3M
SPC
529
Sigma Planning Corp
Michigan
$2.29M
Envestnet Portfolio Solutions
530
Envestnet Portfolio Solutions
Illinois
$2.29M
WCM
531
Weaver Capital Management
Georgia
$2.29M
AC
532
Allstate Corporation
Illinois
$2.29M
MOS
533
MGO One Seven
Ohio
$2.29M
CL
534
CIM LLC
New York
$2.26M
BTC
535
Bank & Trust Company
Illinois
$2.25M
SAM
536
Shell Asset Management
Netherlands
$2.23M
CWP
537
Capital Wealth Planning
Florida
$2.23M
FNT
538
First National Trust
Pennsylvania
$2.23M
CSP
539
Cary Street Partners
Virginia
$2.23M
AA
540
Ancora Advisors
Ohio
$2.22M
SSWM
541
Smith Salley Wealth Management
North Carolina
$2.21M
Man Group
542
Man Group
United Kingdom
$2.2M
EFS
543
Essex Financial Services
Connecticut
$2.18M
ACM
544
Ashford Capital Management
Delaware
$2.17M
SIG
545
Stonegate Investment Group
Alabama
$2.14M
NGA
546
Naples Global Advisors
Florida
$2.14M
SCA
547
Snowden Capital Advisors
New York
$2.11M
FFWA
548
FRG Family Wealth Advisors
Washington
$2.1M
QT
549
Quantbot Technologies
New York
$2.1M
CAMV
550
Concord Asset Management (Virginia)
Virginia
$2.09M