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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
VCM
1226
Vision Capital Management
Oregon
$283K
AWM
1227
Avior Wealth Management
Nebraska
$283K
GIA
1228
Gladstone Institutional Advisory
Florida
$283K
TPCM
1229
Templeton & Phillips Capital Management
Tennessee
$281K
MWM
1230
Marietta Wealth Management
Georgia
$281K
NCM
1231
Next Capital Management
New York
$280K
QFA
1232
Quantum Financial Advisors
California
$279K
SBWIC
1233
Schaper Benz & Wise Investment Counsel
Wisconsin
$279K
RWI
1234
Red Wave Investments
Pennsylvania
$279K
MCM
1235
Mill Capital Management
North Carolina
$279K
LT
1236
Legacy Trust
Michigan
$279K
ST
1237
Sageworth Trust
Pennsylvania
$279K
PVI
1238
Pine Valley Investments
New Jersey
$279K
FC
1239
Financial Council
Maryland
$278K
STAS
1240
Strong Tower Advisory Services
Minnesota
$277K
BFA
1241
Bragg Financial Advisors
North Carolina
$277K
MFG
1242
Magnus Financial Group
New York
$277K
TBNY
1243
Trustco Bank (New York)
New York
$276K
GSIS
1244
Global Strategic Investment Solutions
Arizona
$275K
AWE
1245
Avidian Wealth Enterprises
Texas
$275K
AIC
1246
Archer Investment Corporation
Indiana
$274K
SWA
1247
SFMG Wealth Advisors
Texas
$273K
BBI
1248
Baxter Bros Inc
Connecticut
$271K
TT
1249
TI-Trust
Illinois
$271K
SFG
1250
Sovereign Financial Group
Connecticut
$270K