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