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Travelers Companies

1,641 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, 569 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: 569 | Existing positions reduced: 561

1.6% less ownership

Funds ownership: 83.78%82.18% (-1.6%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
1,641
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
BA
901
Bridgewater Advisors
New York
$616K
FHA
902
Flagship Harbor Advisors
Massachusetts
$615K
CGL
903
Clarius Group LLC
Washington
$615K
KIM
904
Kestra Investment Management
Texas
$612K
LIM
905
Leavell Investment Management
Alabama
$612K
CSB
906
City State Bank
Iowa
$610K
APP
907
Avantax Planning Partners
Iowa
$604K
RWA
908
River Wealth Advisors
Pennsylvania
$604K
WJWM
909
Williams Jones Wealth Management
New York
$604K
SCTC
910
Sanibel Captiva Trust Company
Florida
$603K
SWA
911
Sax Wealth Advisors
New Jersey
$602K
WS
912
Wedbush Securities
California
$602K
EC
913
EntryPoint Capital
New York
$597K
Empower Advisory Group
914
Empower Advisory Group
Colorado
$594K
SGCA
915
Steel Grove Capital Advisors
Tennessee
$593K
SC
916
SouthState Corp
Florida
$593K
KFGK
917
Keystone Financial Group (Kentucky)
Kentucky
$589K
LNB
918
Ledyard National Bank
$586K
CDDEC
919
Caisse Des Depots Et Consignations
France
$584K
SOW
920
State of Wyoming
Wyoming
$581K
WFI
921
West Family Investments
California
$580K
MLL
922
Moody Lynn & Lieberson
Massachusetts
$575K
LA
923
Lifeworks Advisors
Michigan
$575K
DI
924
Diligent Investors
California
$574K
AIP
925
Ameritas Investment Partners
Nebraska
$573K