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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
FAFN
1301
First Affirmative Financial Network
Colorado
$238K
RWP
1302
Ridgecrest Wealth Partners
California
$237K
BM
1303
Berman McAleer
Maryland
$237K
WAM
1304
Worth Asset Management
Texas
$236K
DLCIG
1305
D.L. Carlson Investment Group
New Hampshire
$236K
RC
1306
Rovin Capital
Arizona
$236K
VFA
1307
Voya Financial Advisors
Connecticut
$236K
SDH
1308
Sloy Dahl & Holst
Washington
$234K
PFWA
1309
Paces Ferry Wealth Advisors
Georgia
$234K
CVA
1310
Central Valley Advisors
California
$233K
FBC
1311
Fairfield, Bush & Co
Connecticut
$233K
FFA
1312
Founders Financial Alliance
North Carolina
$233K
MAMG
1313
Milestone Asset Management Group
Connecticut
$233K
AGWCA
1314
Annis Gardner Whiting Capital Advisors
Florida
$232K
VNA
1315
Valley National Advisers
Pennsylvania
$232K
FFP
1316
FourThought Financial Partners
Florida
$232K
RFP
1317
Root Financial Partners
California
$232K
CFG
1318
Carr Financial Group
Massachusetts
$232K
PEAK6
1319
PEAK6
Illinois
$230K
SPC
1320
Spirepoint Private Client
Florida
$230K
FBT
1321
First Bankers Trust
Kentucky
$229K
ML
1322
McAdam LLC
Pennsylvania
$228K
FSC
1323
Full Sail Capital
Oklahoma
$228K
FFBTD
1324
First Financial Bank - Trust Division
Ohio
$227K
CFA
1325
Cahill Financial Advisors
Minnesota
$227K