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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
QFW
1126
QTR Family Wealth
Florida
$336K
BIG
1127
Builder Investment Group
Georgia
$335K
EC
1128
Enhancing Capital
Pennsylvania
$335K
MIC
1129
Means Investment Company
Maine
$335K
OPA
1130
Old Port Advisors
Maine
$334K
AA
1131
Advisory Alpha
Michigan
$333K
MAG
1132
Mayfair Advisory Group
Alabama
$333K
KCP
1133
Kera Capital Partners
California
$333K
QC
1134
Quent Capital
New York
$332K
1C
1135
111 Capital
France
$331K
CI Investments Inc
1136
CI Investments Inc
Ontario, Canada
$331K
RA
1137
Ruggaard & Associates
Ohio
$331K
CIA
1138
Caerus Investment Advisors
Texas
$331K
BAG
1139
Bridgewealth Advisory Group
California
$330K
SGC
1140
Slocum, Gordon & Co
Rhode Island
$328K
NQWM
1141
Northwest Quadrant Wealth Management
Oregon
$326K
EA
1142
Everpar Advisors
Oklahoma
$326K
TPI
1143
Trust Point Inc
Wisconsin
$326K
EARNEST Partners
1144
EARNEST Partners
Georgia
$326K
WH
1145
Willner & Heller
California
$325K
WP
1146
Wealthspan Partners
Iowa
$324K
OBWG
1147
Onyx Bridge Wealth Group
New York
$324K
LWM
1148
Lyell Wealth Management
California
$322K
RCA
1149
Resonant Capital Advisors
Wisconsin
$322K
CFS
1150
CRA Financial Services
New Jersey
$321K