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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
DAM
1101
Delta Asset Management
Tennessee
$360K
LOPW
1102
Live Oak Private Wealth
North Carolina
$359K
NI
1103
NDVR Inc
Massachusetts
$358K
SW
1104
SVB Wealth
Massachusetts
$358K
NG
1105
Novem Group
New York
$356K
FFG
1106
Fiduciary Financial Group
California
$356K
DP
1107
Dearborn Partners
Illinois
$353K
CAC
1108
Core Alternative Capital
Georgia
$351K
MCM
1109
Monument Capital Management
Virginia
$351K
CSC
1110
Caldwell Sutter Capital
California
$351K
CWM
1111
Cornerstone Wealth Management
Missouri
$350K
LCM
1112
Liberty Capital Management
Michigan
$350K
WA
1113
Wealth Architects
California
$350K
PMFA
1114
Plante Moran Financial Advisors
Michigan
$349K
CCA
1115
Childress Capital Advisors
Texas
$345K
SPI
1116
Santori & Peters Inc
Pennsylvania
$345K
FZCM
1117
Flynn Zito Capital Management
New York
$345K
KP
1118
Keel Point
Alabama
$345K
SRC
1119
Sage Rhino Capital
California
$345K
WE
1120
Wealth Effects
Massachusetts
$344K
CFP
1121
Catalyst Financial Partners
Massachusetts
$343K
OWA
1122
One Wealth Advisors
California
$342K
AMG
1123
Advisors Management Group
Wisconsin
$339K
HI
1124
Harbour Investments
Wisconsin
$339K
ASG
1125
Ariston Services Group
California
$338K