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Travelers Companies

1,644 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, 570 increasing their positions, 563 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: 563

1.53% less ownership

Funds ownership: 83.78%82.24% (-1.5%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
1,644
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
EPIM
1426
Evelyn Partners Investment Management
$140K
CFO
1427
CVA Family Office
Colorado
$138K
AA
1428
Addison Advisors
Vermont
$136K
SAM
1429
S.A. Mason
Michigan
$132K
OIAM
1430
OFI Invest Asset Management
France
$130K
FFL
1431
Financial Freedom LLC
Ohio
$130K
NC
1432
North Capital
Utah
$127K
TH
1433
TCTC Holdings
Texas
$122K
SG Americas Securities
1434
SG Americas Securities
New York
$122K
CCA
1435
Catalyst Capital Advisors
New York
$121K
AFWM
1436
Abich Financial Wealth Management
Virginia
$121K
GSWM
1437
Golden State Wealth Management
California
$119K
DMBA
1438
Deseret Mutual Benefit Administrators
Utah
$118K
TCA
1439
Trifecta Capital Advisors
Illinois
$118K
SWP
1440
Strategic Wealth Partners
Ohio
$116K
TWD
1441
True Wealth Design
Ohio
$116K
WTA
1442
Washington Trust Advisors
Massachusetts
$113K
M
1443
MOTCO
Texas
$108K
FP
1444
Financial Perspectives
Minnesota
$106K
CA
1445
Crewe Advisors
Utah
$102K
FC
1446
Financial Consulate
Maryland
$102K
FUBT
1447
First United Bank & Trust
Maryland
$100K
FLP
1448
Financial Life Planners
Arizona
$99.7K
AAS
1449
Ameritas Advisory Services
Nebraska
$98.1K
FFC
1450
First Financial Corp
Indiana
$98K