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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
CTA
1501
Colonial Trust Advisors
South Carolina
$44.7K
AT
1502
Arlington Trust
Alabama
$42.4K
SIC
1503
SJS Investment Consulting
Ohio
$42.2K
PFA
1504
Pathway Financial Advisers
Indiana
$42.2K
AP
1505
Atwood & Palmer
Missouri
$41.9K
WSCM
1506
Wellington Shields Capital Management
New York
$41.9K
GJIA
1507
Glass Jacobson Investment Advisors
Maryland
$41.9K
DSC
1508
Duncker Streett & Co
Missouri
$41.7K
ACA
1509
American Capital Advisory
Idaho
$41.3K
GKIM
1510
GW&K Investment Management
Massachusetts
$41K
FFO
1511
Fortitude Family Office
Arizona
$40.5K
NSIM
1512
North Star Investment Management
Illinois
$40.4K
TC
1513
Trust Company
Kansas
$40.2K
RA
1514
Rise Advisors
New York
$40K
CMA
1515
Cedar Mountain Advisors
Oregon
$39.1K
BFPW
1516
BOK Financial Private Wealth
Colorado
$38.8K
ANBT
1517
American National Bank & Trust
Texas
$38.5K
MEG
1518
Millstone Evans Group
Colorado
$38.3K
SIS
1519
Sound Income Strategies
Florida
$37.6K
HAP
1520
Harbor Asset Planning
Massachusetts
$36.3K
HFS
1521
Hughes Financial Services
Virginia
$35.6K
CIR
1522
Clear Investment Research
Georgia
$34.9K
SWA
1523
SOA Wealth Advisors
New York
$33.4K
NWM
1524
Nova Wealth Management
Florida
$33.1K
YP
1525
YANKCOM Partnership
South Dakota
$31.6K