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Travelers Companies

1,643 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, 570 increasing their positions, 562 reducing their positions, and 97 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: 570 | Existing positions reduced: 562

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
1,643
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
Fisher Asset Management
901
Fisher Asset Management
Washington
$618K
BA
902
Bridgewater Advisors
New York
$616K
FHA
903
Flagship Harbor Advisors
Massachusetts
$615K
CGL
904
Clarius Group LLC
Washington
$615K
KIM
905
Kestra Investment Management
Texas
$612K
LIM
906
Leavell Investment Management
Alabama
$612K
CSB
907
City State Bank
Iowa
$610K
APP
908
Avantax Planning Partners
Iowa
$604K
RWA
909
River Wealth Advisors
Pennsylvania
$604K
WJWM
910
Williams Jones Wealth Management
New York
$604K
SCTC
911
Sanibel Captiva Trust Company
Florida
$603K
SWA
912
Sax Wealth Advisors
New Jersey
$602K
WS
913
Wedbush Securities
California
$602K
EC
914
EntryPoint Capital
New York
$597K
Empower Advisory Group
915
Empower Advisory Group
Colorado
$594K
SGCA
916
Steel Grove Capital Advisors
Tennessee
$593K
SC
917
SouthState Corp
Florida
$593K
KFGK
918
Keystone Financial Group (Kentucky)
Kentucky
$589K
LNB
919
Ledyard National Bank
$586K
CDDEC
920
Caisse Des Depots Et Consignations
France
$584K
SOW
921
State of Wyoming
Wyoming
$581K
WFI
922
West Family Investments
California
$580K
MLL
923
Moody Lynn & Lieberson
Massachusetts
$575K
LA
924
Lifeworks Advisors
Michigan
$575K
DI
925
Diligent Investors
California
$574K