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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
PT
651
Plimoth Trust
Massachusetts
$1.48M
RC
652
Roundview Capital
New Jersey
$1.47M
GT
653
Glenview Trust
Kentucky
$1.47M
SLI
654
Sumitomo Life Insurance
Japan
$1.45M
PCA
655
Pallas Capital Advisors
Massachusetts
$1.45M
CIP
656
Convergence Investment Partners
Florida
$1.45M
PA
657
PFG Advisors
Arizona
$1.45M
HTC
658
Haverford Trust Company
Pennsylvania
$1.44M
CCP
659
Carmel Capital Partners
California
$1.44M
GIA
660
Guyasuta Investment Advisors
Pennsylvania
$1.44M
IFWM
661
Institute for Wealth Management
Colorado
$1.44M
JIC
662
Joel Isaacson & Co
New York
$1.43M
GWMR
663
GC Wealth Management RIA
Massachusetts
$1.42M
BOTPPF
664
Board of the Pension Protection Fund
United Kingdom
$1.42M
ONB
665
Old National Bancorp
Indiana
$1.4M
PIM
666
Plato Investment Management
Australia
$1.4M
PTC
667
Private Trust Company
Ohio
$1.4M
TCOT
668
Trust Company of Toledo
Ohio
$1.4M
BCM
669
Barden Capital Management
Texas
$1.39M
VFA
670
Valeo Financial Advisors
Indiana
$1.39M
HCA
671
Harbor Capital Advisors
Illinois
$1.38M
MWM
672
Maridea Wealth Management
New York
$1.38M
BFA
673
Beaumont Financial Advisors
Massachusetts
$1.37M
BTI
674
Blue Trust Inc
Georgia
$1.37M
PWA
675
Providence Wealth Advisors
Illinois
$1.36M