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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
RFP
1326
Root Financial Partners
California
$232K
CFG
1327
Carr Financial Group
Massachusetts
$232K
PEAK6
1328
PEAK6
Illinois
$230K
SPC
1329
Spirepoint Private Client
Florida
$230K
FBT
1330
First Bankers Trust
Kentucky
$229K
ML
1331
McAdam LLC
Pennsylvania
$228K
FSC
1332
Full Sail Capital
Oklahoma
$228K
FFBTD
1333
First Financial Bank - Trust Division
Ohio
$227K
CFA
1334
Cahill Financial Advisors
Minnesota
$227K
BCM
1335
Becker Capital Management
Oregon
$227K
WAG
1336
Winthrop Advisory Group
Massachusetts
$227K
HWM
1337
Horizons Wealth Management
North Carolina
$227K
WAM
1338
Walker Asset Management
Missouri
$227K
PCM
1339
Penserra Capital Management
California
$226K
RWP
1340
Revolve Wealth Partners
New Jersey
$226K
PIP
1341
Peachtree Investment Partners
Florida
$225K
OL
1342
Optas LLC
Texas
$224K
LW
1343
Linscomb Wealth
Texas
$224K
LCM
1344
Logan Capital Management
Pennsylvania
$223K
SNBOSD
1345
Security National Bank of So Dak
Iowa
$223K
FCT
1346
First Community Trust
Iowa
$223K
BWMG
1347
Barnes Wealth Management Group
California
$223K
AT
1348
American Trust
Kentucky
$223K
VBA
1349
von Borstel & Associates
Oregon
$222K
SIC
1350
Salem Investment Counselors
North Carolina
$222K