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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
SS
1126
Sunbelt Securities
Texas
$338K
PP
1127
Patten & Patten
Tennessee
$337K
CPA
1128
Capital Performance Advisors
California
$337K
MSFS
1129
Main Street Financial Solutions
Pennsylvania
$337K
GSWM
1130
Greenup Street Wealth Management
Michigan
$336K
NA
1131
Nestegg Advisors
New York
$336K
QFW
1132
QTR Family Wealth
Florida
$336K
BIG
1133
Builder Investment Group
Georgia
$335K
EC
1134
Enhancing Capital
Pennsylvania
$335K
MIC
1135
Means Investment Company
Maine
$335K
OPA
1136
Old Port Advisors
Maine
$334K
AA
1137
Advisory Alpha
Michigan
$333K
MAG
1138
Mayfair Advisory Group
Alabama
$333K
KCP
1139
Kera Capital Partners
California
$333K
QC
1140
Quent Capital
New York
$332K
1C
1141
111 Capital
France
$331K
CI Investments Inc
1142
CI Investments Inc
Ontario, Canada
$331K
RA
1143
Ruggaard & Associates
Ohio
$331K
CIA
1144
Caerus Investment Advisors
Texas
$331K
BAG
1145
Bridgewealth Advisory Group
California
$330K
SGC
1146
Slocum, Gordon & Co
Rhode Island
$328K
NQWM
1147
Northwest Quadrant Wealth Management
Oregon
$326K
EA
1148
Everpar Advisors
Oklahoma
$326K
TPI
1149
Trust Point Inc
Wisconsin
$326K
EARNEST Partners
1150
EARNEST Partners
Georgia
$326K