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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
KOCAA
1501
Knights of Columbus Asset Advisors
Connecticut
$55.8K
RFA
1502
Reyes Financial Architecture
California
$55.8K
HWA
1503
Heritage Wealth Advisors
Virginia
$55K
OAJ
1504
Ogorek Anthony Joseph
New York
$54K
SIS
1505
Strategic Investment Solutions
Illinois
$53.4K
NRG
1506
Nemes Rush Group
Michigan
$53.3K
FCAS
1507
First Command Advisory Services
Texas
$51.7K
API
1508
Asset Planning Inc
California
$51.1K
YDMI
1509
Y.D. More Investments
Israel
$50.5K
WBC
1510
West Branch Capital
Massachusetts
$50K
KSB
1511
Kennebec Savings Bank
Maine
$50K
TFA
1512
Toth Financial Advisory
Virginia
$47.7K
FPB
1513
First PREMIER Bank
South Dakota
$47K
FDW
1514
Fourth Dimension Wealth
Ohio
$46.1K
PPC
1515
Park Place Capital
Alabama
$46.1K
CTA
1516
Colonial Trust Advisors
South Carolina
$44.7K
AT
1517
Arlington Trust
Alabama
$42.4K
SIC
1518
SJS Investment Consulting
Ohio
$42.2K
PFA
1519
Pathway Financial Advisers
Indiana
$42.2K
AP
1520
Atwood & Palmer
Missouri
$41.9K
WSCM
1521
Wellington Shields Capital Management
New York
$41.9K
GJIA
1522
Glass Jacobson Investment Advisors
Maryland
$41.9K
DSC
1523
Duncker Streett & Co
Missouri
$41.7K
ACA
1524
American Capital Advisory
Idaho
$41.3K
GKIM
1525
GW&K Investment Management
Massachusetts
$41K