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Travelers Companies

1,636 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, 567 increasing their positions, 559 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 capital invested

Capital invested by funds: $ → $

1% more repeat investments, than reductions

Existing positions increased: 567 | Existing positions reduced: 559

1.53% less ownership

Funds ownership: 83.7%82.17% (-1.5%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
1,636
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
TH
1426
TCTC Holdings
Texas
$122K
SG Americas Securities
1427
SG Americas Securities
New York
$122K
CCA
1428
Catalyst Capital Advisors
New York
$121K
AFWM
1429
Abich Financial Wealth Management
Virginia
$121K
GSWM
1430
Golden State Wealth Management
California
$119K
DMBA
1431
Deseret Mutual Benefit Administrators
Utah
$118K
TCA
1432
Trifecta Capital Advisors
Illinois
$118K
SWP
1433
Strategic Wealth Partners
Ohio
$116K
TWD
1434
True Wealth Design
Ohio
$116K
WTA
1435
Washington Trust Advisors
Massachusetts
$113K
M
1436
MOTCO
Texas
$108K
FP
1437
Financial Perspectives
Minnesota
$106K
CA
1438
Crewe Advisors
Utah
$102K
FC
1439
Financial Consulate
Maryland
$102K
FUBT
1440
First United Bank & Trust
Maryland
$100K
FLP
1441
Financial Life Planners
Arizona
$99.7K
AAS
1442
Ameritas Advisory Services
Nebraska
$98.1K
FFC
1443
First Financial Corp
Indiana
$98K
JWM
1444
JPL Wealth Management
Colorado
$96.9K
VWA
1445
Valued Wealth Advisors
Utah
$95.2K
CFG
1446
CKW Financial Group
Hawaii
$95K
VWA
1447
VSM Wealth Advisory
Maryland
$93.6K
BLC
1448
Brown, Lisle/Cummings
Rhode Island
$89.5K
PP
1449
Pacifica Partners
Canada
$89.3K
IAS
1450
IMA Advisory Services
Colorado
$86.3K