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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
LCGC
751
Legacy Capital Group California
California
$995K
CTC
752
Central Trust Company
Missouri
$990K
FIA
753
Foundations Investment Advisors
Arizona
$990K
LA
754
LVW Advisors
New York
$988K
BWAM
755
Boyd Watterson Asset Management
Ohio
$988K
IQI
756
Integrated Quantitative Investments
Washington
$983K
ACM
757
Aljian Capital Management
Nevada
$978K
WSFS
758
Wilmington Savings Fund Society
Delaware
$974K
PWMAG
759
Pinnacle Wealth Management Advisory Group
New Jersey
$965K
QIM
760
Quantitative Investment Management
Virginia
$963K
JFA
761
JNBA Financial Advisors
Minnesota
$959K
PS
762
Principal Securities
Iowa
$943K
TE
763
Tema ETFs
New York
$942K
RI
764
Rinkey Investments
California
$940K
LAIC
765
Lederer & Associates Investment Counsel
California
$937K
TWM
766
Tradition Wealth Management
Minnesota
$935K
PHK
767
Point72 Hong Kong
Hong Kong
$933K
BRWA
768
B. Riley Wealth Advisors
Florida
$933K
JWBC
769
J.W. Burns & Co
New York
$930K
MDA
770
Minot DeBlois Advisors
Massachusetts
$929K
SC
771
Searle & Co
Connecticut
$923K
SDJVC
772
St. Denis J. Villere & Co
Louisiana
$922K
PAS
773
Point72 Asia (Singapore)
Singapore
$916K
AAM
774
AR Asset Management
California
$911K
SA
775
Strategic Advisors
New York
$911K