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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
FOA
1176
Five Oceans Advisors
California
$304K
SAM
1177
Sawgrass Asset Management
Florida
$303K
CCC
1178
Compass Capital Corp
Massachusetts
$302K
JCIA
1179
Jackson Creek Investment Advisors
Colorado
$301K
BCG
1180
Breakwater Capital Group
New Jersey
$300K
LAM
1181
Longboard Asset Management
Arizona
$300K
CA
1182
Crumly & Associates
Illinois
$300K
CA
1183
Cornerstone Advisory
Maryland
$299K
RCAG
1184
Rehmann Capital Advisory Group
Michigan
$299K
CST
1185
Charles Schwab Trust
Nevada
$298K
EI
1186
EDMP Inc
Florida
$298K
SPAS
1187
Spectrum Planning & Advisory Services
California
$297K
KFI
1188
Key Financial Inc
Pennsylvania
$297K
TW
1189
TritonPoint Wealth
Maryland
$297K
TNBTD
1190
Trustmark National Bank Trust Department
Mississippi
$295K
PFM
1191
Phillips Financial Management
Indiana
$295K
3IP
1192
3Chopt Investment Partners
Virginia
$294K
TIM
1193
Tortoise Investment Management
New York
$294K
NS
1194
NBC Securities
Alabama
$293K
VFP
1195
Verus Financial Partners
Virginia
$292K
LBC
1196
Leigh Baldwin & Co
New York
$292K
LAM
1197
L2 Asset Management
Massachusetts
$292K
OCBCO
1198
Oversea-Chinese Banking Corp (OCBC)
Singapore
$291K
PPW
1199
Parcion Private Wealth
Washington
$290K
JFL
1200
Jarislowsky, Fraser Ltd
Quebec, Canada
$290K