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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
NERM
1351
New England Research & Management
Illinois
$220K
MFA
1352
Mayflower Financial Advisors
Massachusetts
$219K
WF
1353
Wayfinding Financial
Washington
$219K
AC
1354
Apella Capital
Connecticut
$218K
BB
1355
Bell Bank
North Dakota
$218K
CSPIA
1356
Cary Street Partners Investment Advisory
Virginia
$218K
PCM
1357
Payne Capital Management
New York
$217K
AIA
1358
AIMZ Investment Advisors
California
$217K
OC
1359
Oarsman Capital
Wisconsin
$217K
MCI
1360
MRP Capital Investments
Georgia
$217K
AA
1361
Auxano Advisors
Washington
$217K
EA
1362
Emerald Advisors
Washington
$216K
EB
1363
Exchange Bank
California
$216K
TWM
1364
Thrive Wealth Management
Pennsylvania
$214K
CCWM
1365
Cassaday & Co Wealth Management
Virginia
$214K
JWM
1366
JGP Wealth Management
Oregon
$214K
SWMP
1367
Signature Wealth Management Partners
New Jersey
$213K
PWW
1368
Pettyjohn Wood & White
Virginia
$211K
VC
1369
Vicus Capital
Pennsylvania
$211K
CMP
1370
Courage Miller Partners
Virginia
$211K
CCG
1371
Catalina Capital Group
California
$211K
AIM
1372
Advyzon Investment Management
Illinois
$210K
IWA
1373
IVC Wealth Advisors
Pennsylvania
$210K
BW
1374
Blalock Williams
Alabama
$210K
HFS
1375
Heritage Financial Services
Massachusetts
$210K