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Travelers Companies

1,665 hedge funds and large institutions have $51.9B invested in Travelers Companies in 2025 Q3 according to their latest regulatory filings, with 159 funds opening new positions, 580 increasing their positions, 565 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 97

24% more call options, than puts

Call options by funds: $196M | Put options by funds: $158M

2% more funds holding

Funds holding: 1,6291,665 (+36)

3% more repeat investments, than reductions

Existing positions increased: 580 | Existing positions reduced: 565

2% more capital invested

Capital invested by funds: $50.7B → $51.9B (+$1.19B)

1.5% less ownership

Funds ownership: 83.92%82.42% (-1.5%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
1,665
Holders Change
+36
Holders Change %
+2.21%
% of All Funds
21.85%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.14%
New
159
Increased
580
Reduced
565
Closed
97
Calls
$196M
Puts
$158M
Net Calls
+$37.8M
Net Calls Change
+$23.4M
Name Holding Trade Value Shares
Change
Change in
Stake
TNBTD
1201
Trustmark National Bank Trust Department
Mississippi
$295K -$536 -2 -0.2%
PFM
1202
Phillips Financial Management
Indiana
$295K +$7.77K +29 +3%
3IP
1203
3Chopt Investment Partners
Virginia
$294K -$10.4K -39 -4%
TIM
1204
Tortoise Investment Management
New York
$294K +$1.34K +5 +0.5%
NS
1205
NBC Securities
Alabama
$293K -$18.5K -69 -6%
VFP
1206
Verus Financial Partners
Virginia
$292K +$280K +1,046 New
LBC
1207
Leigh Baldwin & Co
New York
$292K +$1.07K +4 +0.4%
LAM
1208
L2 Asset Management
Massachusetts
$292K +$11K +41 +4%
OCBCO
1209
Oversea-Chinese Banking Corp (OCBC)
Singapore
$291K +$69.9K +261 +33%
PPW
1210
Parcion Private Wealth
Washington
$290K +$32.1K +120 +13%
JFL
1211
Jarislowsky, Fraser Ltd
Quebec, Canada
$290K
GF
1212
Gries Financial
Ohio
$290K +$5.62K +21 +2%
TCWA
1213
Turtle Creek Wealth Advisors
Texas
$290K +$278K +1,039 New
BIAS
1214
Beacon Investment Advisory Services
New Jersey
$290K -$3.48K -13 -1%
CWS
1215
Confluence Wealth Services
Pennsylvania
$290K
SBFM
1216
S-Bank Fund Management
Finland
$290K -$3.48K -13 -1%
FMLI
1217
Fukoku Mutual Life Insurance
Japan
$289K
CNBTD
1218
Citizens National Bank Trust Department
Mississippi
$289K +$49.3K +184 +22%
OWP
1219
Obermeyer Wealth Partners
Colorado
$288K -$89.2K -333 -24%
DF
1220
Dunhill Financial
United Kingdom
$287K +$268K +1,000 +3,448%
HWA
1221
HCR Wealth Advisors
California
$286K
CBT
1222
Crews Bank & Trust
Florida
$286K
CWA
1223
Canvas Wealth Advisors
Kansas
$286K +$3.21K +12 +1%
FA
1224
Fountainhead AM
New Jersey
$286K +$58.1K +217 +27%
MAM
1225
McLean Asset Management
Virginia
$285K -$12.3K -46 -4%