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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
LAI
1076
Legal Advantage Investments
California
$385K
RPGK
1077
Retirement Planning Group (Kansas)
Kansas
$382K
PL
1078
Plancorp LLC
Missouri
$382K
RG
1079
Rathbones Group
United Kingdom
$381K
AWM
1080
Atticus Wealth Management
Florida
$381K
SFI
1081
SPC Financial Inc
Maryland
$380K
CAG
1082
Csenge Advisory Group
Florida
$377K
DJSG
1083
D.J. St. Germain
Massachusetts
$374K
DOA
1084
D'Orazio & Associates
Virginia
$374K
NB
1085
NBT Bank
New York
$373K
MSA
1086
Marino Stram & Associates
Massachusetts
$373K
SFS
1087
Strategic Financial Services
New York
$372K
JTWM
1088
Jackson Thornton Wealth Management
Alabama
$371K
WCM
1089
Windsor Capital Management
Arizona
$370K
CT
1090
Caldwell Trust
Florida
$367K
BBA
1091
BLB&B Advisors
Pennsylvania
$367K
ST
1092
Somerset Trust
Pennsylvania
$366K
RG
1093
Renaissance Group
Kentucky
$365K
VST
1094
Van Strum & Towne
California
$364K
CFM
1095
Catalyst Funds Management
Australia
$363K
IA
1096
Integrity Alliance
Iowa
$363K
WAP
1097
Wealthcare Advisory Partners
Pennsylvania
$362K
SSC
1098
Syverson Strege & Co
Iowa
$362K
SWA
1099
Stratos Wealth Advisors
Ohio
$361K
RDWM
1100
Red Door Wealth Management
Tennessee
$361K