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Travelers Companies

1,639 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, 568 increasing their positions, 561 reducing their positions, and 96 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: 568 | 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
1,639
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
DC
676
Davenport & Co
Virginia
$1.31M
NWAG
677
Net Worth Advisory Group
Utah
$1.3M
FFM
678
Forum Financial Management
Illinois
$1.3M
FNBT
679
FineMark National Bank & Trust
Florida
$1.29M
PG
680
Prostatis Group
Maryland
$1.29M
CRI
681
Commonwealth Retirement Investments
Virginia
$1.29M
TFA
682
Transamerica Financial Advisors
Florida
$1.28M
PA
683
Procyon Advisors
Connecticut
$1.27M
JF
684
Jump Financial
Illinois
$1.27M
SYBT
685
Stock Yards Bank & Trust
Kentucky
$1.27M
B
686
Bailard
California
$1.26M
EH
687
Equitable Holdings
New York
$1.26M
CPCPP
688
Canada Post Corporation Pension Plan
Canada
$1.25M
CWM
689
Calamos Wealth Management
Illinois
$1.25M
CFO
690
Callan Family Office
Pennsylvania
$1.25M
TSS
691
Two Sigma Securities
New York
$1.23M
BIM
692
Bridges Investment Management
Nebraska
$1.22M
AFA
693
AA Financial Advisors
Ohio
$1.22M
IAMOG
694
Investors Asset Management of Georgia
Georgia
$1.22M
AWA
695
Arkadios Wealth Advisors
Georgia
$1.2M
MSE
696
MUFG Securities EMEA
United Kingdom
$1.2M
SG
697
Somerset Group
Minnesota
$1.2M
CBA
698
Coastal Bridge Advisors
Connecticut
$1.2M
ET
699
Equitable Trust
Tennessee
$1.2M
JC
700
JB Capital
Connecticut
$1.17M