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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
MK
1276
MASTERINVEST Kapitalanlage
$253K
OCM
1277
One Capital Management
California
$251K
CS
1278
Cannell & Spears
New York
$250K
TWC
1279
TD Waterhouse Canada
Ontario, Canada
$250K
NWWA
1280
New Wave Wealth Advisors
Arkansas
$249K
GFPC
1281
Global Financial Private Client
Florida
$247K
KRW
1282
Kaufman Rossin Wealth
Florida
$246K
EWA
1283
Exencial Wealth Advisors
Oklahoma
$246K
LPT
1284
Legacy Private Trust
Wisconsin
$246K
FA
1285
Fiduciary Alliance
South Carolina
$245K
LJAC
1286
L.J. Altfest & Co
New York
$245K
PWPS
1287
Pinnacle Wealth Planning Services
Ohio
$244K
GAA
1288
Global Assets Advisory
Florida
$244K
MCM
1289
Manchester Capital Management
Vermont
$244K
IRPL
1290
Investment Research Partners LLC
Pennsylvania
$244K
AF
1291
Apexium Financial
Texas
$243K
CCA
1292
Cobblestone Capital Advisors
New York
$243K
WT
1293
Washington Trust
Rhode Island
$243K
VBFP
1294
Valtinson Bruner Financial Planning
Minnesota
$243K
DAS
1295
Diversify Advisory Services
Utah
$242K
IF
1296
Intrua Financial
Texas
$241K
FFA
1297
Florida Financial Advisors
Florida
$241K
BF
1298
bLong Financial
Tennessee
$240K
Members Trust
1299
Members Trust
Florida
$240K
Fiera Capital (Canada)
1300
Fiera Capital (Canada)
Quebec, Canada
$239K