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Travelers Companies

1,656 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, 577 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 capital invested

Capital invested by funds: $ → $

2% more repeat investments, than reductions

Existing positions increased: 577 | Existing positions reduced: 564

1.49% less ownership

Funds ownership: 83.79%82.29% (-1.5%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
1,656
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
CBA
701
Coastal Bridge Advisors
Connecticut
$1.2M
ET
702
Equitable Trust
Tennessee
$1.2M
JC
703
JB Capital
Connecticut
$1.17M
TF
704
Tudor Financial
Ohio
$1.17M
CRC
705
Curi RMB Capital
Illinois
$1.17M
Wolverine Trading
706
Wolverine Trading
Illinois
$1.17M
AHB
707
Abner Herrman & Brock
New Jersey
$1.17M
ZBNA
708
Zions Bancorporation, National Association
Utah
$1.17M
TBT
709
Texas Bank & Trust
Texas
$1.16M
TL
710
Tradewinds LLC
North Carolina
$1.16M
ETC
711
Exchange Traded Concepts
Oklahoma
$1.15M
IA
712
IFC Advisors
California
$1.15M
RIL
713
Rothschild Investment LLC
Illinois
$1.15M
WPA
714
West Paces Advisors
Georgia
$1.15M
VRM
715
Vectors Research Management
New York
$1.14M
WC
716
Westerkirk Capital
$1.14M
FTWA
717
Fifth Third Wealth Advisors
Ohio
$1.14M
FLPIM
718
F.L. Putnam Investment Management
Massachusetts
$1.14M
FWM
719
Forza Wealth Management
Florida
$1.14M
PWAM
720
Private Wealth Asset Management
Iowa
$1.13M
HSA
721
HBK Sorce Advisory
Pennsylvania
$1.13M
AFG
722
Atomi Financial Group
New York
$1.12M
SAM
723
Smartleaf Asset Management
Massachusetts
$1.12M
MAM
724
MWA Asset Management
Massachusetts
$1.12M
LTAS
725
Linden Thomas Advisory Services
North Carolina
$1.12M