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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
CAG
951
Crestwood Advisors Group
Massachusetts
$535K
BBHC
952
Brown Brothers Harriman & Co
New York
$535K
BCA
953
Bay Colony Advisors
Massachusetts
$532K
ST
954
Spinnaker Trust
Maine
$532K
LSV Asset Management
955
LSV Asset Management
Illinois
$531K
MBTD
956
Mechanics Bank - Trust Department
California
$531K
MGIA
957
Moneta Group Investment Advisors
Missouri
$526K
GEA
958
Glen Eagle Advisors
New Jersey
$522K
TNB
959
Thomasville National Bank
Georgia
$522K
PAM
960
Peak Asset Management
Colorado
$522K
SWM
961
Stockman Wealth Management
Montana
$521K
BOH
962
Bank of Hawaii
Hawaii
$520K
CWM
963
Cahaba Wealth Management
Georgia
$518K
DCM
964
Donaldson Capital Management
Indiana
$516K
ILI
965
Invesco LLC (Illinois)
Illinois
$513K
ERSOT
966
Employees Retirement System of Texas
Texas
$513K
CPIG
967
Chicago Partners Investment Group
Illinois
$513K
SWM
968
SeaCrest Wealth Management
New York
$513K
PPWP
969
Premier Path Wealth Partners
New Jersey
$509K
4A
970
4Wealth Advisors
Illinois
$509K
ACM
971
Advisors Capital Management
New Jersey
$508K
TCBWMS
972
Texas Capital Bank Wealth Management Services
Texas
$507K
CL
973
CSS LLC
Illinois
$503K
NIM
974
Northeast Investment Management
Massachusetts
$503K
SAA
975
Southeast Asset Advisors
Georgia
$503K