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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
GS
751
GTS Securities
New York
$1M
AAIS
752
ABN AMRO Investment Solutions
$996K
LCGC
753
Legacy Capital Group California
California
$995K
CTC
754
Central Trust Company
Missouri
$990K
FIA
755
Foundations Investment Advisors
Arizona
$990K
LA
756
LVW Advisors
New York
$988K
BWAM
757
Boyd Watterson Asset Management
Ohio
$988K
IQI
758
Integrated Quantitative Investments
Washington
$983K
ACM
759
Aljian Capital Management
Nevada
$978K
WSFS
760
Wilmington Savings Fund Society
Delaware
$974K
PWMAG
761
Pinnacle Wealth Management Advisory Group
New Jersey
$965K
QIM
762
Quantitative Investment Management
Virginia
$963K
JFA
763
JNBA Financial Advisors
Minnesota
$959K
PS
764
Principal Securities
Iowa
$943K
TE
765
Tema ETFs
New York
$942K
RI
766
Rinkey Investments
California
$940K
LAIC
767
Lederer & Associates Investment Counsel
California
$937K
TWM
768
Tradition Wealth Management
Minnesota
$935K
PHK
769
Point72 Hong Kong
Hong Kong
$933K
BRWA
770
B. Riley Wealth Advisors
Florida
$933K
JWBC
771
J.W. Burns & Co
New York
$930K
MDA
772
Minot DeBlois Advisors
Massachusetts
$929K
SC
773
Searle & Co
Connecticut
$923K
SDJVC
774
St. Denis J. Villere & Co
Louisiana
$922K
PAS
775
Point72 Asia (Singapore)
Singapore
$916K