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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
NI
1101
NDVR Inc
Massachusetts
$358K
SW
1102
SVB Wealth
Massachusetts
$358K
NG
1103
Novem Group
New York
$356K
FFG
1104
Fiduciary Financial Group
California
$356K
DP
1105
Dearborn Partners
Illinois
$353K
CAC
1106
Core Alternative Capital
Georgia
$351K
MCM
1107
Monument Capital Management
Virginia
$351K
CSC
1108
Caldwell Sutter Capital
California
$351K
CWM
1109
Cornerstone Wealth Management
Missouri
$350K
LCM
1110
Liberty Capital Management
Michigan
$350K
WA
1111
Wealth Architects
California
$350K
PMFA
1112
Plante Moran Financial Advisors
Michigan
$349K
CCA
1113
Childress Capital Advisors
Texas
$345K
SPI
1114
Santori & Peters Inc
Pennsylvania
$345K
FZCM
1115
Flynn Zito Capital Management
New York
$345K
KP
1116
Keel Point
Alabama
$345K
SRC
1117
Sage Rhino Capital
California
$345K
WE
1118
Wealth Effects
Massachusetts
$344K
CFP
1119
Catalyst Financial Partners
Massachusetts
$343K
OWA
1120
One Wealth Advisors
California
$342K
AMG
1121
Advisors Management Group
Wisconsin
$339K
HI
1122
Harbour Investments
Wisconsin
$339K
ASG
1123
Ariston Services Group
California
$338K
SS
1124
Sunbelt Securities
Texas
$338K
PP
1125
Patten & Patten
Tennessee
$337K