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Travelers Companies

1,656 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, 577 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 capital invested

Capital invested by funds: $ → $

2% more repeat investments, than reductions

Existing positions increased: 577 | Existing positions reduced: 564

1.49% less ownership

Funds ownership: 83.79%82.29% (-1.5%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
1,656
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
TC
1526
Trust Company
Kansas
$40.2K
RA
1527
Rise Advisors
New York
$40K
CMA
1528
Cedar Mountain Advisors
Oregon
$39.1K
BFPW
1529
BOK Financial Private Wealth
Colorado
$38.8K
ANBT
1530
American National Bank & Trust
Texas
$38.5K
MEG
1531
Millstone Evans Group
Colorado
$38.3K
SIS
1532
Sound Income Strategies
Florida
$37.6K
HAP
1533
Harbor Asset Planning
Massachusetts
$36.3K
HFS
1534
Hughes Financial Services
Virginia
$35.6K
CIR
1535
Clear Investment Research
Georgia
$34.9K
SWA
1536
SOA Wealth Advisors
New York
$33.4K
NWM
1537
Nova Wealth Management
Florida
$33.1K
YP
1538
YANKCOM Partnership
South Dakota
$31.6K
NECFA
1539
New England Capital Financial Advisors
Connecticut
$30.7K
ETS
1540
ESL Trust Services
New York
$30.4K
LIA
1541
Luken Investment Analytics
Tennessee
$29.6K
QWM
1542
Quaker Wealth Management
New Jersey
$28.8K
GTAM
1543
Global Trust Asset Management
Florida
$27.9K
DWA
1544
Delos Wealth Advisors
Texas
$27.9K
MTIC
1545
Missouri Trust & Investment Company
Missouri
$27.9K
PA
1546
Pineridge Advisors
Missouri
$27.9K
GWS
1547
Greykasell Wealth Strategies
California
$27.9K
B
1548
Birchbrook
Maine
$27.9K
LC
1549
Lavaca Capital
Texas
$27.9K
CFG
1550
Clayton Financial Group
Missouri
$27.9K