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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
BCM
1176
Blume Capital Management
California
$307K
CAGAS
1177
Capital Advisory Group Advisory Services
Minnesota
$306K
SMA
1178
Seven Mile Advisory
New Jersey
$306K
AFGAS
1179
Allegiance Financial Group Advisory Services
Virginia
$305K
CB
1180
Centennial Bank
Arkansas
$305K
GS
1181
GWN Securities
Florida
$305K
FOA
1182
Five Oceans Advisors
California
$304K
SAM
1183
Sawgrass Asset Management
Florida
$303K
CCC
1184
Compass Capital Corp
Massachusetts
$302K
JCIA
1185
Jackson Creek Investment Advisors
Colorado
$301K
BCG
1186
Breakwater Capital Group
New Jersey
$300K
LAM
1187
Longboard Asset Management
Arizona
$300K
CA
1188
Crumly & Associates
Illinois
$300K
CA
1189
Cornerstone Advisory
Maryland
$299K
RCAG
1190
Rehmann Capital Advisory Group
Michigan
$299K
CST
1191
Charles Schwab Trust
Nevada
$298K
EI
1192
EDMP Inc
Florida
$298K
SPAS
1193
Spectrum Planning & Advisory Services
California
$297K
KFI
1194
Key Financial Inc
Pennsylvania
$297K
TW
1195
TritonPoint Wealth
Maryland
$297K
TNBTD
1196
Trustmark National Bank Trust Department
Mississippi
$295K
PFM
1197
Phillips Financial Management
Indiana
$295K
3IP
1198
3Chopt Investment Partners
Virginia
$294K
TIM
1199
Tortoise Investment Management
New York
$294K
NS
1200
NBC Securities
Alabama
$293K