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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
1076
Csenge Advisory Group
Florida
$377K
DJSG
1077
D.J. St. Germain
Massachusetts
$374K
DOA
1078
D'Orazio & Associates
Virginia
$374K
NB
1079
NBT Bank
New York
$373K
MSA
1080
Marino Stram & Associates
Massachusetts
$373K
SFS
1081
Strategic Financial Services
New York
$372K
JTWM
1082
Jackson Thornton Wealth Management
Alabama
$371K
WCM
1083
Windsor Capital Management
Arizona
$370K
CT
1084
Caldwell Trust
Florida
$367K
BBA
1085
BLB&B Advisors
Pennsylvania
$367K
ST
1086
Somerset Trust
Pennsylvania
$366K
RG
1087
Renaissance Group
Kentucky
$365K
VST
1088
Van Strum & Towne
California
$364K
IA
1089
Integrity Alliance
Iowa
$363K
CFM
1090
Catalyst Funds Management
Australia
$363K
WAP
1091
Wealthcare Advisory Partners
Pennsylvania
$362K
SSC
1092
Syverson Strege & Co
Iowa
$362K
SWA
1093
Stratos Wealth Advisors
Ohio
$361K
RDWM
1094
Red Door Wealth Management
Tennessee
$361K
DAM
1095
Delta Asset Management
Tennessee
$360K
LOPW
1096
Live Oak Private Wealth
North Carolina
$359K
NI
1097
NDVR Inc
Massachusetts
$358K
SW
1098
SVB Wealth
Massachusetts
$358K
NG
1099
Novem Group
New York
$356K
FFG
1100
Fiduciary Financial Group
California
$356K