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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
TVM
851
True Vision MN
Minnesota
$707K
SFS
852
Stiles Financial Services
Minnesota
$707K
GC
853
Grimes & Company
Massachusetts
$702K
MG
854
Mather Group
Illinois
$702K
BIA
855
Beacon Investment Advisors
Maryland
$700K
KC
856
Kepler Cheuvreux
$699K
JAG
857
Journey Advisory Group
Kentucky
$697K
MIF
858
Mediolanum International Funds
Ireland
$697K
BTW
859
Boston Trust Walden
Massachusetts
$694K
FSA
860
Franklin Street Advisors
North Carolina
$692K
SG
861
StoneX Group
New York
$691K
SVWAG
862
Sound View Wealth Advisors Group
Georgia
$687K
ESB
863
Essex Savings Bank
Connecticut
$687K
EW
864
Evoke Wealth
California
$685K
NAM
865
NorthCrest Asset Manangement
Minnesota
$685K
TCA
866
Transcend Capital Advisors
New Jersey
$684K
MWM
867
Modera Wealth Management
New Jersey
$684K
SRL
868
Scientech Research LLC
New Jersey
$682K
HCA
869
Harbour Capital Advisors
Virginia
$681K
FRM
870
Fox Run Management
Connecticut
$679K
SWP
871
Stratos Wealth Partners
Ohio
$678K
IAS
872
Insigneo Advisory Services
Florida
$676K
BCM
873
Brookstone Capital Management
Illinois
$675K
MFIM
874
Mesirow Financial Investment Management
Illinois
$674K
LFG
875
Larson Financial Group
Missouri
$672K