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Travelers Companies

1,643 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, 570 increasing their positions, 562 reducing their positions, and 97 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: 570 | Existing positions reduced: 562

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
1,643
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
NA
1126
Nestegg Advisors
New York
$336K
QFW
1127
QTR Family Wealth
Florida
$336K
BIG
1128
Builder Investment Group
Georgia
$335K
EC
1129
Enhancing Capital
Pennsylvania
$335K
MIC
1130
Means Investment Company
Maine
$335K
OPA
1131
Old Port Advisors
Maine
$334K
AA
1132
Advisory Alpha
Michigan
$333K
MAG
1133
Mayfair Advisory Group
Alabama
$333K
KCP
1134
Kera Capital Partners
California
$333K
QC
1135
Quent Capital
New York
$332K
1C
1136
111 Capital
France
$331K
CI Investments Inc
1137
CI Investments Inc
Ontario, Canada
$331K
RA
1138
Ruggaard & Associates
Ohio
$331K
CIA
1139
Caerus Investment Advisors
Texas
$331K
BAG
1140
Bridgewealth Advisory Group
California
$330K
SGC
1141
Slocum, Gordon & Co
Rhode Island
$328K
NQWM
1142
Northwest Quadrant Wealth Management
Oregon
$326K
EA
1143
Everpar Advisors
Oklahoma
$326K
TPI
1144
Trust Point Inc
Wisconsin
$326K
EARNEST Partners
1145
EARNEST Partners
Georgia
$326K
WH
1146
Willner & Heller
California
$325K
WP
1147
Wealthspan Partners
Iowa
$324K
OBWG
1148
Onyx Bridge Wealth Group
New York
$324K
LWM
1149
Lyell Wealth Management
California
$322K
RCA
1150
Resonant Capital Advisors
Wisconsin
$322K