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