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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
MLM
801
Mount Lucas Management
Pennsylvania
$834K
IAN
802
Integrated Advisors Network
Texas
$830K
CT
803
Chicago Trust
Illinois
$826K
CCA
804
Checchi Capital Advisers
California
$816K
LCWP
805
Legacy Capital Wealth Partners
Arkansas
$815K
BEAM
806
Baker Ellis Asset Management
Washington
$815K
PCM
807
Polymer Capital Management
New York
$812K
BOS
808
Bank of Stockton
California
$810K
CWM
809
Connecticut Wealth Management
Connecticut
$810K
FNFDCM
810
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$809K
IWA
811
IBEX Wealth Advisors
New Jersey
$807K
AIM
812
Anchor Investment Management
South Carolina
$806K
EB
813
Eastern Bank
Massachusetts
$795K
CHAM
814
Clear Harbor Asset Management
Connecticut
$795K
AWM
815
Apollon Wealth Management
South Carolina
$792K
RTC
816
Real Talk Capital
Tennessee
$792K
WANY
817
Wealthspire Advisors (New York)
New York
$785K
GWANC
818
Guardian Wealth Advisors (North Carolina)
North Carolina
$784K
DS
819
DRW Securities
Illinois
$783K
CAMG
820
CWA Asset Management Group
Florida
$783K
CIA
821
Capital Investment Advisors
Georgia
$780K
GFP
822
Gryphon Financial Partners
Ohio
$779K
BAM
823
Brave Asset Management
New Jersey
$776K
WIA
824
World Investment Advisors
California
$773K
GVAG
825
Great Valley Advisor Group
Delaware
$769K