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Travelers Companies

1,656 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, 577 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 capital invested

Capital invested by funds: $ → $

2% more repeat investments, than reductions

Existing positions increased: 577 | Existing positions reduced: 564

1.49% less ownership

Funds ownership: 83.79%82.29% (-1.5%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
1,656
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
PL
1076
Plancorp LLC
Missouri
$382K
RG
1077
Rathbones Group
United Kingdom
$381K
AWM
1078
Atticus Wealth Management
Florida
$381K
SFI
1079
SPC Financial Inc
Maryland
$380K
CAG
1080
Csenge Advisory Group
Florida
$377K
DJSG
1081
D.J. St. Germain
Massachusetts
$374K
DOA
1082
D'Orazio & Associates
Virginia
$374K
NB
1083
NBT Bank
New York
$373K
MSA
1084
Marino Stram & Associates
Massachusetts
$373K
SFS
1085
Strategic Financial Services
New York
$372K
JTWM
1086
Jackson Thornton Wealth Management
Alabama
$371K
WCM
1087
Windsor Capital Management
Arizona
$370K
CT
1088
Caldwell Trust
Florida
$367K
BBA
1089
BLB&B Advisors
Pennsylvania
$367K
ST
1090
Somerset Trust
Pennsylvania
$366K
RG
1091
Renaissance Group
Kentucky
$365K
VST
1092
Van Strum & Towne
California
$364K
CFM
1093
Catalyst Funds Management
Australia
$363K
IA
1094
Integrity Alliance
Iowa
$363K
WAP
1095
Wealthcare Advisory Partners
Pennsylvania
$362K
SSC
1096
Syverson Strege & Co
Iowa
$362K
SWA
1097
Stratos Wealth Advisors
Ohio
$361K
RDWM
1098
Red Door Wealth Management
Tennessee
$361K
DAM
1099
Delta Asset Management
Tennessee
$360K
LOPW
1100
Live Oak Private Wealth
North Carolina
$359K