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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
MLA
626
MB, Levis & Associates
Pennsylvania
$1.61M
STA
627
Summit Trail Advisors
New York
$1.61M
CC
628
Corsicana & Co
Texas
$1.59M
MYIA
629
Mount Yale Investment Advisors
Colorado
$1.59M
PF
630
Phoenix Financial
Israel
$1.59M
YIH
631
Y-Intercept (HK)
Hong Kong
$1.58M
KCM
632
Kathmere Capital Management
Pennsylvania
$1.56M
CIC
633
Cornercap Investment Counsel
Georgia
$1.56M
HWM
634
HighMark Wealth Management
Minnesota
$1.56M
DAS
635
Dynamic Advisor Solutions
Arizona
$1.55M
DWT
636
Dorsey & Whitney Trust
South Dakota
$1.55M
WA
637
Wealth Alliance
New York
$1.55M
WA
638
Waverly Advisors
Alabama
$1.54M
ACM
639
Academy Capital Management
Texas
$1.54M
CCM
640
Coldstream Capital Management
Washington
$1.53M
EWM
641
Elmwood Wealth Management
California
$1.52M
TCOV
642
Trust Company of Vermont
Vermont
$1.52M
AI
643
Arvest Investments
Arkansas
$1.51M
LBC
644
Lowe Brockenbrough & Co
Virginia
$1.51M
NP
645
NorthRock Partners
Minnesota
$1.49M
PT
646
Plimoth Trust
Massachusetts
$1.48M
RC
647
Roundview Capital
New Jersey
$1.47M
GT
648
Glenview Trust
Kentucky
$1.47M
SLI
649
Sumitomo Life Insurance
Japan
$1.45M
PCA
650
Pallas Capital Advisors
Massachusetts
$1.45M