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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
RIG
776
RiverFront Investment Group
Virginia
$894K
KF
777
Krilogy Financial
Missouri
$892K
WPC
778
Wedmont Private Capital
Pennsylvania
$891K
RMDI
779
R.M. Davis Inc
Maine
$883K
ACI
780
Alpha Cubed Investments
California
$870K
EFA
781
Evernest Financial Advisors
Indiana
$869K
DFCM
782
Dark Forest Capital Management
Puerto Rico
$868K
BTWM
783
Baker Tilly Wealth Management
Wisconsin
$864K
BFG
784
Berger Financial Group
Minnesota
$863K
WBCM
785
Wilson & Boucher Capital Management
California
$862K
VHAM
786
Van Hulzen Asset Management
California
$859K
P
787
Pitcairn
Pennsylvania
$857K
PB
788
Pinnacle Bancorp
Nebraska
$857K
LFAS
789
Level Four Advisory Services
Texas
$850K
FRA
790
Frank Rimerman Advisors
California
$850K
SAM
791
Silvercrest Asset Management
New York
$842K
PCIA
792
Prime Capital Investment Advisors
Kansas
$839K
CNB
793
Camden National Bank
Maine
$837K
PMAM
794
Picton Mahoney Asset Management
Ontario, Canada
$836K
FCP
795
Fidelis Capital Partners
Florida
$836K
MLM
796
Mount Lucas Management
Pennsylvania
$834K
IAN
797
Integrated Advisors Network
Texas
$830K
CT
798
Chicago Trust
Illinois
$826K
CCA
799
Checchi Capital Advisers
California
$816K
LCWP
800
Legacy Capital Wealth Partners
Arkansas
$815K