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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
LA
751
LVW Advisors
New York
$988K
BWAM
752
Boyd Watterson Asset Management
Ohio
$988K
IQI
753
Integrated Quantitative Investments
Washington
$983K
ACM
754
Aljian Capital Management
Nevada
$978K
WSFS
755
Wilmington Savings Fund Society
Delaware
$974K
PWMAG
756
Pinnacle Wealth Management Advisory Group
New Jersey
$965K
QIM
757
Quantitative Investment Management
Virginia
$963K
JFA
758
JNBA Financial Advisors
Minnesota
$959K
PS
759
Principal Securities
Iowa
$943K
TE
760
Tema ETFs
New York
$942K
RI
761
Rinkey Investments
California
$940K
LAIC
762
Lederer & Associates Investment Counsel
California
$937K
TWM
763
Tradition Wealth Management
Minnesota
$935K
PHK
764
Point72 Hong Kong
Hong Kong
$933K
BRWA
765
B. Riley Wealth Advisors
Florida
$933K
JWBC
766
J.W. Burns & Co
New York
$930K
MDA
767
Minot DeBlois Advisors
Massachusetts
$929K
SC
768
Searle & Co
Connecticut
$923K
SDJVC
769
St. Denis J. Villere & Co
Louisiana
$922K
PAS
770
Point72 Asia (Singapore)
Singapore
$916K
AAM
771
AR Asset Management
California
$911K
SA
772
Strategic Advisors
New York
$911K
LCM
773
LVM Capital Management
Michigan
$908K
MPPW
774
Mitchell & Pahl Private Wealth
Oklahoma
$900K
QCIG
775
Quad-Cities Investment Group
Iowa
$896K