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Travelers Companies

1,643 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, 570 increasing their positions, 562 reducing their positions, and 97 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: 570 | Existing positions reduced: 562

1.6% less ownership

Funds ownership: 83.78%82.18% (-1.6%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
1,643
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
PCA
651
Pallas Capital Advisors
Massachusetts
$1.45M
CIP
652
Convergence Investment Partners
Florida
$1.45M
PA
653
PFG Advisors
Arizona
$1.45M
HTC
654
Haverford Trust Company
Pennsylvania
$1.44M
CCP
655
Carmel Capital Partners
California
$1.44M
GIA
656
Guyasuta Investment Advisors
Pennsylvania
$1.44M
IFWM
657
Institute for Wealth Management
Colorado
$1.44M
JIC
658
Joel Isaacson & Co
New York
$1.43M
GWMR
659
GC Wealth Management RIA
Massachusetts
$1.42M
BOTPPF
660
Board of the Pension Protection Fund
United Kingdom
$1.42M
ONB
661
Old National Bancorp
Indiana
$1.4M
PIM
662
Plato Investment Management
Australia
$1.4M
PTC
663
Private Trust Company
Ohio
$1.4M
TCOT
664
Trust Company of Toledo
Ohio
$1.4M
BCM
665
Barden Capital Management
Texas
$1.39M
VFA
666
Valeo Financial Advisors
Indiana
$1.39M
HCA
667
Harbor Capital Advisors
Illinois
$1.38M
MWM
668
Maridea Wealth Management
New York
$1.38M
BFA
669
Beaumont Financial Advisors
Massachusetts
$1.37M
BTI
670
Blue Trust Inc
Georgia
$1.37M
PWA
671
Providence Wealth Advisors
Illinois
$1.36M
CMI
672
Clare Market Investments
Texas
$1.36M
HDIM
673
Hanson & Doremus Investment Management
Vermont
$1.34M
RE
674
Rydar Equities
Texas
$1.33M
GWM
675
Geneos Wealth Management
Colorado
$1.33M