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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
RT
976
Rockland Trust
Massachusetts
$493K
GRP
977
Global Retirement Partners
California
$492K
LIM
978
Longfellow Investment Management
Massachusetts
$490K
DWM
979
Drive Wealth Management
Utah
$489K
SCP
980
Sivia Capital Partners
California
$489K
LIA
981
LBMC Investment Advisors
Tennessee
$489K
WB
982
WesBanco Bank
West Virginia
$487K
CB
983
Community Bank
New York
$486K
BHPW
984
Beverly Hills Private Wealth
California
$485K
MWM
985
Modern Wealth Management
Kansas
$485K
SA
986
Sylvest Advisors
Texas
$484K
PCS
987
Personal CFO Solutions
New Jersey
$484K
CAM
988
Cidel Asset Management
Ontario, Canada
$484K
PBC
989
Pavion Blue Capital
California
$481K
DWM
990
Destination Wealth Management
California
$481K
MPIA
991
Mountain Pacific Investment Advisers
Idaho
$480K
SFC
992
SYM Financial Corp
Indiana
$478K
CF
993
Centaurus Financial
California
$474K
NRS
994
Neville Rodie & Shaw
New York
$474K
AP
995
Appleton Partners
Massachusetts
$470K
WPP
996
Whalerock Point Partners
Rhode Island
$469K
AIM
997
Athena Investment Management
California
$467K
VA
998
VestGen Advisors
Illinois
$467K
OAM
999
Oberweis Asset Management
Illinois
$466K
BB
1000
Busey Bank
Illinois
$464K