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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
M
1451
MOTCO
Texas
$108K
FP
1452
Financial Perspectives
Minnesota
$106K
CA
1453
Crewe Advisors
Utah
$102K
FC
1454
Financial Consulate
Maryland
$102K
FUBT
1455
First United Bank & Trust
Maryland
$100K
FLP
1456
Financial Life Planners
Arizona
$99.7K
AAS
1457
Ameritas Advisory Services
Nebraska
$98.1K
FFC
1458
First Financial Corp
Indiana
$98K
JWM
1459
JPL Wealth Management
Colorado
$96.9K
LSA
1460
Leonteq Securities AG
Switzerland
$96.3K
VWA
1461
Valued Wealth Advisors
Utah
$95.2K
CFG
1462
CKW Financial Group
Hawaii
$95K
VWA
1463
VSM Wealth Advisory
Maryland
$93.6K
BLC
1464
Brown, Lisle/Cummings
Rhode Island
$89.5K
PP
1465
Pacifica Partners
Canada
$89.3K
IAS
1466
IMA Advisory Services
Colorado
$86.3K
PFSC
1467
Peoples Financial Services Corp
Pennsylvania
$86.3K
CAL
1468
Capital Advisors Ltd
Ohio
$86K
TTIC
1469
Tower Trust & Investment Company
Iowa
$86K
BSB
1470
Bangor Savings Bank
Maine
$84K
MMCM
1471
Murphy & Mullick Capital Management
New York
$82.4K
CT
1472
Coastline Trust
Rhode Island
$79.6K
WIM
1473
Westside Investment Management
California
$78.5K
SCM
1474
Silvant Capital Management
Georgia
$77.9K
HFM
1475
Hartford Financial Management
Connecticut
$77.6K