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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
SAA
976
Southeast Asset Advisors
Georgia
$503K
RT
977
Rockland Trust
Massachusetts
$493K
GRP
978
Global Retirement Partners
California
$492K
LIM
979
Longfellow Investment Management
Massachusetts
$490K
DWM
980
Drive Wealth Management
Utah
$489K
SCP
981
Sivia Capital Partners
California
$489K
LIA
982
LBMC Investment Advisors
Tennessee
$489K
WB
983
WesBanco Bank
West Virginia
$487K
CB
984
Community Bank
New York
$486K
BHPW
985
Beverly Hills Private Wealth
California
$485K
MWM
986
Modern Wealth Management
Kansas
$485K
SA
987
Sylvest Advisors
Texas
$484K
PCS
988
Personal CFO Solutions
New Jersey
$484K
CAM
989
Cidel Asset Management
Ontario, Canada
$484K
PBC
990
Pavion Blue Capital
California
$481K
DWM
991
Destination Wealth Management
California
$481K
MPIA
992
Mountain Pacific Investment Advisers
Idaho
$480K
SFC
993
SYM Financial Corp
Indiana
$478K
CF
994
Centaurus Financial
California
$474K
NRS
995
Neville Rodie & Shaw
New York
$474K
AP
996
Appleton Partners
Massachusetts
$470K
WPP
997
Whalerock Point Partners
Rhode Island
$469K
AIM
998
Athena Investment Management
California
$467K
VA
999
VestGen Advisors
Illinois
$467K
OAM
1000
Oberweis Asset Management
Illinois
$466K