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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
ATS
1276
Ashton Thomas Securities
New York
$256K
APG
1277
Abacus Planning Group
South Carolina
$256K
HCMT
1278
Highland Capital Management (Tennessee)
Tennessee
$255K
IF
1279
Ironwood Financial
Arizona
$254K
MFS
1280
Madrona Financial Services
Washington
$254K
NFP
1281
Narus Financial Partners
Utah
$254K
ECM
1282
Elgethun Capital Management
South Dakota
$254K
FCFC
1283
First Commonwealth Financial Corp
Pennsylvania
$253K
MK
1284
MASTERINVEST Kapitalanlage
$253K
OCM
1285
One Capital Management
California
$251K
CS
1286
Cannell & Spears
New York
$250K
TWC
1287
TD Waterhouse Canada
Ontario, Canada
$250K
DCM
1288
DGS Capital Management
New Jersey
$249K
NWWA
1289
New Wave Wealth Advisors
Arkansas
$249K
GFPC
1290
Global Financial Private Client
Florida
$247K
KRW
1291
Kaufman Rossin Wealth
Florida
$246K
EWA
1292
Exencial Wealth Advisors
Oklahoma
$246K
LPT
1293
Legacy Private Trust
Wisconsin
$246K
FA
1294
Fiduciary Alliance
South Carolina
$245K
LJAC
1295
L.J. Altfest & Co
New York
$245K
PWPS
1296
Pinnacle Wealth Planning Services
Ohio
$244K
GAA
1297
Global Assets Advisory
Florida
$244K
MCM
1298
Manchester Capital Management
Vermont
$244K
IRP
1299
Investment Research Partners
Pennsylvania
$244K
AF
1300
Apexium Financial
Texas
$243K