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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
WCM
901
Weik Capital Management
Pennsylvania
$624K
EWA
902
EverSource Wealth Advisors
Alabama
$624K
CI
903
Cigna Investments
Connecticut
$620K
TCM
904
Tradewinds Capital Management
Washington
$618K
Fisher Asset Management
905
Fisher Asset Management
Washington
$618K
BA
906
Bridgewater Advisors
New York
$616K
FHA
907
Flagship Harbor Advisors
Massachusetts
$615K
CGL
908
Clarius Group LLC
Washington
$615K
KIM
909
Kestra Investment Management
Texas
$612K
LIM
910
Leavell Investment Management
Alabama
$612K
CSB
911
City State Bank
Iowa
$610K
APP
912
Avantax Planning Partners
Iowa
$604K
RWA
913
River Wealth Advisors
Pennsylvania
$604K
WJWM
914
Williams Jones Wealth Management
New York
$604K
SCTC
915
Sanibel Captiva Trust Company
Florida
$603K
SWA
916
Sax Wealth Advisors
New Jersey
$602K
WS
917
Wedbush Securities
California
$602K
EC
918
EntryPoint Capital
New York
$597K
Empower Advisory Group
919
Empower Advisory Group
Colorado
$594K
SGCA
920
Steel Grove Capital Advisors
Tennessee
$593K
SC
921
SouthState Corp
Florida
$593K
KFGK
922
Keystone Financial Group (Kentucky)
Kentucky
$589K
LNB
923
Ledyard National Bank
$586K
CDDEC
924
Caisse Des Depots Et Consignations
France
$584K
SOW
925
State of Wyoming
Wyoming
$581K