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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
ACM
976
Advisors Capital Management
New Jersey
$508K
TCBWMS
977
Texas Capital Bank Wealth Management Services
Texas
$507K
CL
978
CSS LLC
Illinois
$503K
NIM
979
Northeast Investment Management
Massachusetts
$503K
SAA
980
Southeast Asset Advisors
Georgia
$503K
RT
981
Rockland Trust
Massachusetts
$493K
GRP
982
Global Retirement Partners
California
$492K
LIM
983
Longfellow Investment Management
Massachusetts
$490K
DWM
984
Drive Wealth Management
Utah
$489K
SCP
985
Sivia Capital Partners
California
$489K
LIA
986
LBMC Investment Advisors
Tennessee
$489K
WB
987
WesBanco Bank
West Virginia
$487K
CB
988
Community Bank
New York
$486K
BHPW
989
Beverly Hills Private Wealth
California
$485K
MWM
990
Modern Wealth Management
Kansas
$485K
SA
991
Sylvest Advisors
Texas
$484K
PCS
992
Personal CFO Solutions
New Jersey
$484K
CAM
993
Cidel Asset Management
Ontario, Canada
$484K
PBC
994
Pavion Blue Capital
California
$481K
DWM
995
Destination Wealth Management
California
$481K
MPIA
996
Mountain Pacific Investment Advisers
Idaho
$480K
SFC
997
SYM Financial Corp
Indiana
$478K
CF
998
Centaurus Financial
California
$474K
NRS
999
Neville Rodie & Shaw
New York
$474K
NL
1000
NWAM LLC
Washington
$473K