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Travelers Companies

1,665 hedge funds and large institutions have $51.9B invested in Travelers Companies in 2025 Q3 according to their latest regulatory filings, with 159 funds opening new positions, 580 increasing their positions, 565 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 97

24% more call options, than puts

Call options by funds: $196M | Put options by funds: $158M

2% more funds holding

Funds holding: 1,6291,665 (+36)

3% more repeat investments, than reductions

Existing positions increased: 580 | Existing positions reduced: 565

2% more capital invested

Capital invested by funds: $50.7B → $51.9B (+$1.19B)

1.5% less ownership

Funds ownership: 83.92%82.42% (-1.5%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
1,665
Holders Change
+36
Holders Change %
+2.21%
% of All Funds
21.85%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.14%
New
159
Increased
580
Reduced
565
Closed
97
Calls
$196M
Puts
$158M
Net Calls
+$37.8M
Net Calls Change
+$23.4M
Name Holding Trade Value Shares
Change
Change in
Stake
FFN
526
Focus Financial Network
Minnesota
$2.31M +$55.7K +208 +3%
TA
527
Tectonic Advisors
Texas
$2.31M -$29.2K -109 -1%
CGH
528
Crossmark Global Holdings
Texas
$2.31M -$197K -735 -8%
EF
529
Empirical Finance
Pennsylvania
$2.3M +$20.9K +78 +1%
SPC
530
Sigma Planning Corp
Michigan
$2.29M +$54.9K +205 +3%
Envestnet Portfolio Solutions
531
Envestnet Portfolio Solutions
Illinois
$2.29M -$2.57M -9,582 -54%
WCM
532
Weaver Capital Management
Georgia
$2.29M -$36.4K -136 -2%
AC
533
Allstate Corporation
Illinois
$2.29M +$2.19M +8,193 New
MOS
534
MGO One Seven
Ohio
$2.29M +$241K +899 +12%
CL
535
CIM LLC
New York
$2.26M -$26K -97 -1%
BTC
536
Bank & Trust Company
Illinois
$2.25M -$1.87K -7 -0.1%
SAM
537
Shell Asset Management
Netherlands
$2.23M -$3.91M -14,598 -65%
CWP
538
Capital Wealth Planning
Florida
$2.23M
FNT
539
First National Trust
Pennsylvania
$2.23M -$32.4K -121 -1%
CSP
540
Cary Street Partners
Virginia
$2.23M +$67.2K +251 +3%
AA
541
Ancora Advisors
Ohio
$2.22M -$9.11K -34 -0.4%
SSWM
542
Smith Salley Wealth Management
North Carolina
$2.21M +$87.3K +326 +4%
Man Group
543
Man Group
United Kingdom
$2.2M +$1.01M +3,758 +91%
EFS
544
Essex Financial Services
Connecticut
$2.18M +$119K +446 +6%
ACM
545
Ashford Capital Management
Delaware
$2.17M +$2.08M +7,764 New
SIG
546
Stonegate Investment Group
Alabama
$2.14M -$168K -628 -8%
NGA
547
Naples Global Advisors
Florida
$2.14M -$1.61K -6 -0.1%
SCA
548
Snowden Capital Advisors
New York
$2.11M -$49.5K -185 -2%
FFWA
549
FRG Family Wealth Advisors
Washington
$2.1M -$100K -375 -5%
QT
550
Quantbot Technologies
New York
$2.1M +$2.01M +7,511 New