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Travelers Companies

1,643 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, 570 increasing their positions, 562 reducing their positions, and 97 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: 570 | Existing positions reduced: 562

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
1,643
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
Fiera Capital (Canada)
1301
Fiera Capital (Canada)
Quebec, Canada
$239K
FAFN
1302
First Affirmative Financial Network
Colorado
$238K
RWP
1303
Ridgecrest Wealth Partners
California
$237K
BM
1304
Berman McAleer
Maryland
$237K
WAM
1305
Worth Asset Management
Texas
$236K
DLCIG
1306
D.L. Carlson Investment Group
New Hampshire
$236K
RC
1307
Rovin Capital
Arizona
$236K
VFA
1308
Voya Financial Advisors
Connecticut
$236K
SDH
1309
Sloy Dahl & Holst
Washington
$234K
PFWA
1310
Paces Ferry Wealth Advisors
Georgia
$234K
CVA
1311
Central Valley Advisors
California
$233K
FBC
1312
Fairfield, Bush & Co
Connecticut
$233K
FFA
1313
Founders Financial Alliance
North Carolina
$233K
MAMG
1314
Milestone Asset Management Group
Connecticut
$233K
AGWCA
1315
Annis Gardner Whiting Capital Advisors
Florida
$232K
VNA
1316
Valley National Advisers
Pennsylvania
$232K
FFP
1317
FourThought Financial Partners
Florida
$232K
RFP
1318
Root Financial Partners
California
$232K
CFG
1319
Carr Financial Group
Massachusetts
$232K
PEAK6
1320
PEAK6
Illinois
$230K
SPC
1321
Spirepoint Private Client
Florida
$230K
FBT
1322
First Bankers Trust
Kentucky
$229K
ML
1323
McAdam LLC
Pennsylvania
$228K
FSC
1324
Full Sail Capital
Oklahoma
$228K
FFBTD
1325
First Financial Bank - Trust Division
Ohio
$227K