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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
GC
851
Grimes & Company
Massachusetts
$702K
MG
852
Mather Group
Illinois
$702K
BIA
853
Beacon Investment Advisors
Maryland
$700K
KC
854
Kepler Cheuvreux
$699K
JAG
855
Journey Advisory Group
Kentucky
$697K
MIF
856
Mediolanum International Funds
Ireland
$697K
BTW
857
Boston Trust Walden
Massachusetts
$694K
FSA
858
Franklin Street Advisors
North Carolina
$692K
SG
859
StoneX Group
New York
$691K
SVWAG
860
Sound View Wealth Advisors Group
Georgia
$687K
ESB
861
Essex Savings Bank
Connecticut
$687K
EW
862
Evoke Wealth
California
$685K
NAM
863
NorthCrest Asset Manangement
Minnesota
$685K
TCA
864
Transcend Capital Advisors
New Jersey
$684K
MWM
865
Modera Wealth Management
New Jersey
$684K
SRL
866
Scientech Research LLC
New Jersey
$682K
HCA
867
Harbour Capital Advisors
Virginia
$681K
FRM
868
Fox Run Management
Connecticut
$679K
SWP
869
Stratos Wealth Partners
Ohio
$678K
IAS
870
Insigneo Advisory Services
Florida
$676K
BCM
871
Brookstone Capital Management
Illinois
$675K
MFIM
872
Mesirow Financial Investment Management
Illinois
$674K
LFG
873
Larson Financial Group
Missouri
$672K
NWM
874
Northcape Wealth Management
New York
$670K
AIM
875
Alhambra Investment Management
Florida
$670K