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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
CB
1351
CNB Bank
Pennsylvania
$222K
PK
1352
Pflug Koory
Nebraska
$221K
AAMC
1353
Asset Allocation & Management Company
Illinois
$221K
IRC
1354
Investors Research Corp
Georgia
$221K
OP
1355
ORG Partners
Indiana
$221K
MSAM
1356
Moloney Securities Asset Management
Missouri
$221K
MSWM
1357
Mowery & Schoenfeld Wealth Management
Illinois
$221K
CRWM
1358
Castle Rock Wealth Management
California
$220K
NERM
1359
New England Research & Management
Illinois
$220K
MFA
1360
Mayflower Financial Advisors
Massachusetts
$219K
WF
1361
Wayfinding Financial
Washington
$219K
AC
1362
Apella Capital
Connecticut
$218K
BB
1363
Bell Bank
North Dakota
$218K
CSPIA
1364
Cary Street Partners Investment Advisory
Virginia
$218K
PCM
1365
Payne Capital Management
New York
$217K
AIA
1366
AIMZ Investment Advisors
California
$217K
OC
1367
Oarsman Capital
Wisconsin
$217K
MCI
1368
MRP Capital Investments
Georgia
$217K
AA
1369
Auxano Advisors
Washington
$217K
EA
1370
Emerald Advisors
Washington
$216K
EB
1371
Exchange Bank
California
$216K
TWM
1372
Thrive Wealth Management
Pennsylvania
$214K
CCWM
1373
Cassaday & Co Wealth Management
Virginia
$214K
JWM
1374
JGP Wealth Management
Oregon
$214K
SWMP
1375
Signature Wealth Management Partners
New Jersey
$213K