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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
NP
651
NorthRock Partners
Minnesota
$1.49M +$401K +1,498 +39%
PT
652
Plimoth Trust
Massachusetts
$1.48M +$536 +2 +0%
RC
653
Roundview Capital
New Jersey
$1.47M +$536 +2 +0%
GT
654
Glenview Trust
Kentucky
$1.47M -$1.61K -6 -0.1%
SLI
655
Sumitomo Life Insurance
Japan
$1.45M -$41.8K -156 -3%
PCA
656
Pallas Capital Advisors
Massachusetts
$1.45M -$99.6K -372 -7%
CIP
657
Convergence Investment Partners
Florida
$1.45M +$142K +530 +11%
PA
658
PFG Advisors
Arizona
$1.45M +$58.4K +218 +4%
HTC
659
Haverford Trust Company
Pennsylvania
$1.44M -$45K -168 -3%
CCP
660
Carmel Capital Partners
California
$1.44M -$541K -2,021 -28%
GIA
661
Guyasuta Investment Advisors
Pennsylvania
$1.44M
IFWM
662
Institute for Wealth Management
Colorado
$1.44M -$86K -321 -6%
JIC
663
Joel Isaacson & Co
New York
$1.43M +$12.6K +47 +0.9%
GWMR
664
GC Wealth Management RIA
Massachusetts
$1.42M +$879K +3,284 +181%
BOTPPF
665
Board of the Pension Protection Fund
United Kingdom
$1.42M -$53.6K -200 -4%
ONB
666
Old National Bancorp
Indiana
$1.4M -$136K -509 -9%
PIM
667
Plato Investment Management
Australia
$1.4M
PTC
668
Private Trust Company
Ohio
$1.4M -$23.6K -88 -2%
TCOT
669
Trust Company of Toledo
Ohio
$1.4M
BCM
670
Barden Capital Management
Texas
$1.39M -$6.96K -26 -0.5%
VFA
671
Valeo Financial Advisors
Indiana
$1.39M -$33.2K -124 -2%
HCA
672
Harbor Capital Advisors
Illinois
$1.38M -$3.21K -12 -0.2%
MWM
673
Maridea Wealth Management
New York
$1.38M +$1.39M +5,199 New
BFA
674
Beaumont Financial Advisors
Massachusetts
$1.37M +$1.07K +4 +0.1%
BTI
675
Blue Trust Inc
Georgia
$1.37M -$97.7K -365 -7%