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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
VAM
551
Virtue Asset Management
Illinois
$2.08M
VVP
552
Venture Visionary Partners
Ohio
$2.07M
JFGIW
553
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.06M
JIC
554
Johnson Investment Counsel
Ohio
$2.06M
CWP
555
Concord Wealth Partners
Virginia
$2.06M
OIA
556
OneDigital Investment Advisors
Kansas
$2.05M
SGI
557
Summit Global Investments
Utah
$2.05M
BMC
558
Benin Management Corp
Connecticut
$2.04M
MMPW
559
Mitchell McLeod Pugh & Williams
Alabama
$2.04M
CSS
560
Cubist Systematic Strategies
Connecticut
$2.04M
Two Sigma Investments
561
Two Sigma Investments
New York
$2.04M
QWM
562
Quadcap Wealth Management
Texas
$2.04M
AG
563
Ascent Group
Virginia
$2.03M
VIA
564
Virtus Investment Advisers
Connecticut
$2.01M
NMIMC
565
Northwestern Mutual Investment Management Company
Wisconsin
$2M
JSL
566
JT Stratford LLC
Georgia
$2M
Fayez Sarofim & Co
567
Fayez Sarofim & Co
Texas
$1.99M
PA
568
Profund Advisors
Maryland
$1.96M
GFA
569
Gifford Fong Associates
California
$1.96M
NA
570
Nordwand Advisors
Pennsylvania
$1.94M
WA
571
WBH Advisory
Maryland
$1.93M
Eagle Capital Management (New York)
572
Eagle Capital Management (New York)
New York
$1.93M
PA
573
Parallel Advisors
California
$1.92M
S
574
SignatureFD
Georgia
$1.92M
NHC
575
Nicholas Hoffman & Company
Georgia
$1.9M