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