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Travelers Companies

1,656 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, 577 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 capital invested

Capital invested by funds: $ → $

2% more repeat investments, than reductions

Existing positions increased: 577 | Existing positions reduced: 564

1.49% less ownership

Funds ownership: 83.79%82.29% (-1.5%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
1,656
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
VBFP
1301
Valtinson Bruner Financial Planning
Minnesota
$243K
DAS
1302
Diversify Advisory Services
Utah
$242K
IF
1303
Intrua Financial
Texas
$241K
FFA
1304
Florida Financial Advisors
Florida
$241K
BF
1305
bLong Financial
Tennessee
$240K
Members Trust
1306
Members Trust
Florida
$240K
Fiera Capital (Canada)
1307
Fiera Capital (Canada)
Quebec, Canada
$239K
FAFN
1308
First Affirmative Financial Network
Colorado
$238K
RWP
1309
Ridgecrest Wealth Partners
California
$237K
BM
1310
Berman McAleer
Maryland
$237K
WAM
1311
Worth Asset Management
Texas
$236K
DLCIG
1312
D.L. Carlson Investment Group
New Hampshire
$236K
RC
1313
Rovin Capital
Arizona
$236K
VFA
1314
Voya Financial Advisors
Connecticut
$236K
SDH
1315
Sloy Dahl & Holst
Washington
$234K
PFWA
1316
Paces Ferry Wealth Advisors
Georgia
$234K
CVA
1317
Central Valley Advisors
California
$233K
FBC
1318
Fairfield, Bush & Co
Connecticut
$233K
FFA
1319
Founders Financial Alliance
North Carolina
$233K
MAMG
1320
Milestone Asset Management Group
Connecticut
$233K
AGWCA
1321
Annis Gardner Whiting Capital Advisors
Florida
$232K
VNA
1322
Valley National Advisers
Pennsylvania
$232K
FFP
1323
FourThought Financial Partners
Florida
$232K
RFP
1324
Root Financial Partners
California
$232K
CFG
1325
Carr Financial Group
Massachusetts
$232K