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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
QFA
1226
Quantum Financial Advisors
California
$279K
SBWIC
1227
Schaper Benz & Wise Investment Counsel
Wisconsin
$279K
RWI
1228
Red Wave Investments
Pennsylvania
$279K
MCM
1229
Mill Capital Management
North Carolina
$279K
LT
1230
Legacy Trust
Michigan
$279K
ST
1231
Sageworth Trust
Pennsylvania
$279K
FC
1232
Financial Council
Maryland
$278K
STAS
1233
Strong Tower Advisory Services
Minnesota
$277K
BFA
1234
Bragg Financial Advisors
North Carolina
$277K
MFG
1235
Magnus Financial Group
New York
$277K
TBNY
1236
Trustco Bank (New York)
New York
$276K
GSIS
1237
Global Strategic Investment Solutions
Arizona
$275K
AWE
1238
Avidian Wealth Enterprises
Texas
$275K
AIC
1239
Archer Investment Corporation
Indiana
$274K
SWA
1240
SFMG Wealth Advisors
Texas
$273K
BBI
1241
Baxter Bros Inc
Connecticut
$271K
TT
1242
TI-Trust
Illinois
$271K
SFG
1243
Sovereign Financial Group
Connecticut
$270K
RA
1244
RFG Advisory
Alabama
$270K
PWG
1245
Portside Wealth Group
Utah
$270K
CPBTD
1246
Central Pacific Bank - Trust Division
Hawaii
$270K
WSWA
1247
Warren Street Wealth Advisors
California
$270K
CGF
1248
Constant Guidance Financial
Massachusetts
$269K
UAG
1249
United Advisor Group
Ohio
$269K
FWM
1250
Focused Wealth Management
New York
$269K