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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
CT
801
Chicago Trust
Illinois
$826K
CCA
802
Checchi Capital Advisers
California
$816K
LCWP
803
Legacy Capital Wealth Partners
Arkansas
$815K
BEAM
804
Baker Ellis Asset Management
Washington
$815K
PCM
805
Polymer Capital Management
New York
$812K
BOS
806
Bank of Stockton
California
$810K
CWM
807
Connecticut Wealth Management
Connecticut
$810K
FNFDCM
808
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$809K
IWA
809
IBEX Wealth Advisors
New Jersey
$807K
AIM
810
Anchor Investment Management
South Carolina
$806K
EB
811
Eastern Bank
Massachusetts
$795K
CHAM
812
Clear Harbor Asset Management
Connecticut
$795K
AWM
813
Apollon Wealth Management
South Carolina
$792K
RTC
814
Real Talk Capital
Tennessee
$792K
WANY
815
Wealthspire Advisors (New York)
New York
$785K
GWANC
816
Guardian Wealth Advisors (North Carolina)
North Carolina
$784K
DS
817
DRW Securities
Illinois
$783K
CAMG
818
CWA Asset Management Group
Florida
$783K
CIA
819
Capital Investment Advisors
Georgia
$780K
GFP
820
Gryphon Financial Partners
Ohio
$779K
BAM
821
Brave Asset Management
New Jersey
$776K
WIA
822
World Investment Advisors
California
$773K
GVAG
823
Great Valley Advisor Group
Delaware
$769K
MMM
824
Mendel Money Management
Illinois
$766K
ABC
825
Associated Banc-Corp
Wisconsin
$763K