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Travelers Companies

1,643 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, 570 increasing their positions, 562 reducing their positions, and 97 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: 570 | Existing positions reduced: 562

1.6% less ownership

Funds ownership: 83.78%82.18% (-1.6%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
1,643
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
FIA
751
Foundations Investment Advisors
Arizona
$990K
LA
752
LVW Advisors
New York
$988K
BWAM
753
Boyd Watterson Asset Management
Ohio
$988K
IQI
754
Integrated Quantitative Investments
Washington
$983K
ACM
755
Aljian Capital Management
Nevada
$978K
WSFS
756
Wilmington Savings Fund Society
Delaware
$974K
PWMAG
757
Pinnacle Wealth Management Advisory Group
New Jersey
$965K
QIM
758
Quantitative Investment Management
Virginia
$963K
JFA
759
JNBA Financial Advisors
Minnesota
$959K
PS
760
Principal Securities
Iowa
$943K
TE
761
Tema ETFs
New York
$942K
RI
762
Rinkey Investments
California
$940K
LAIC
763
Lederer & Associates Investment Counsel
California
$937K
TWM
764
Tradition Wealth Management
Minnesota
$935K
PHK
765
Point72 Hong Kong
Hong Kong
$933K
BRWA
766
B. Riley Wealth Advisors
Florida
$933K
JWBC
767
J.W. Burns & Co
New York
$930K
MDA
768
Minot DeBlois Advisors
Massachusetts
$929K
SC
769
Searle & Co
Connecticut
$923K
SDJVC
770
St. Denis J. Villere & Co
Louisiana
$922K
PAS
771
Point72 Asia (Singapore)
Singapore
$916K
AAM
772
AR Asset Management
California
$911K
SA
773
Strategic Advisors
New York
$911K
LCM
774
LVM Capital Management
Michigan
$908K
MPPW
775
Mitchell & Pahl Private Wealth
Oklahoma
$900K