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Travelers Companies

1,665 hedge funds and large institutions have $51.9B invested in Travelers Companies in 2025 Q3 according to their latest regulatory filings, with 159 funds opening new positions, 580 increasing their positions, 565 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 97

24% more call options, than puts

Call options by funds: $196M | Put options by funds: $158M

2% more funds holding

Funds holding: 1,6281,665 (+37)

3% more repeat investments, than reductions

Existing positions increased: 580 | Existing positions reduced: 565

2% more capital invested

Capital invested by funds: $50.7B → $51.9B (+$1.19B)

1.49% less ownership

Funds ownership: 83.92%82.42% (-1.5%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
1,665
Holders Change
+37
Holders Change %
+2.27%
% of All Funds
21.86%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.14%
New
159
Increased
580
Reduced
565
Closed
97
Calls
$196M
Puts
$158M
Net Calls
+$37.8M
Net Calls Change
+$23.4M
Name Holding Trade Value Shares
Change
Change in
Stake
APW
1651
Aventura Private Wealth
Florida
$1.68K -$69.6K -260 -98%
SN
1652
Sittner & Nelson
Oregon
$1.68K -$2.95K -11 -65%
AP
1653
Aspect Partners
Virginia
$1.68K
FNWA
1654
Financial Network Wealth Advisors
Utah
$1.68K
TCB
1655
Texas Capital Bancshares
Texas
$1.68K +$1.61K +6 New
CPG
1656
Cornerstone Planning Group
New Jersey
$1.5K -$37K -138 -88%
WA
1657
WestEnd Advisors
North Carolina
$1.4K
MSWA
1658
Marshall & Sterling Wealth Advisors
New York
$1.12K -$1.34K -5 -56%
CIA
1659
Cape Investment Advisory
Georgia
$558 +$536 +2 New
EFMH
1660
E Fund Management (HK)
Hong Kong
$558 +$536 +2 New
SHIM
1661
Stone House Investment Management
Pennsylvania
$558 +$536 +2 New
DF
1662
DecisionPoint Financial
Arizona
$555
CAM
1663
Creekmur Asset Management
Illinois
$279
HC
1664
Hurley Capital
New York
$279 +$268 +1 New
Norges Bank
1665
Norges Bank
Norway
-$815M -3,046,321 Closed
ZIG
1666
Zurich Insurance Group
Switzerland
-$33.3M -124,308 Closed
Alyeska Investment Group
1667
Alyeska Investment Group
Illinois
-$29.8M -111,390 Closed
Axa
1668
Axa
France
-$20.9M -78,164 Closed
LIP
1669
Lighthouse Investment Partners
Florida
-$6.81M -25,461 Closed
NB
1670
Northwest Bancshares
Pennsylvania
-$4.94M -18,476 Closed
GC
1671
Gillson Capital
Illinois
-$4.15M -15,504 Closed
JAM
1672
Jupiter Asset Management
United Kingdom
-$3.62M -13,544 Closed
TI
1673
Trexquant Investment
Connecticut
-$3.13M -11,684 Closed
GIP
1674
Granite Investment Partners
California
-$2.81M -10,490 Closed
OTL
1675
Oak Thistle LLC
New York
-$2.23M -8,324 Closed