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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 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 96

24% more call options, than puts

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

2% more funds holding

Funds holding: 1,6271,665 (+38)

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
+38
Holders Change %
+2.34%
% 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
96
Calls
$196M
Puts
$158M
Net Calls
+$37.8M
Net Calls Change
+$23.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$6.14B +$122M +454,815 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$6.14B -$12.7M -47,383 -0.2%
State Street
3
State Street
Massachusetts
$4.33B -$28.8M -107,409 -0.7%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$4.05B -$88.1M -328,903 -2%
JP Morgan Chase
5
JP Morgan Chase
New York
$2.16B +$32M +119,481 +2%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$1.6B +$59.7M +222,985 +4%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.57B +$17M +63,459 +1%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$1.5B -$26.5M -99,102 -2%
Morgan Stanley
9
Morgan Stanley
New York
$1.04B -$113M -422,777 -10%
Bank of America
10
Bank of America
North Carolina
$964M -$12.7M -47,563 -1%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$916M -$40.7M -152,005 -4%
ClearBridge Investments
12
ClearBridge Investments
New York
$903M -$180M -671,232 -17%
Northern Trust
13
Northern Trust
Illinois
$882M -$9.67M -36,101 -1%
UBS AM
14
UBS AM
Illinois
$627M -$187M -697,899 -24%
AQR Capital Management
15
AQR Capital Management
Connecticut
$497M +$88.7M +331,170 +23%
Goldman Sachs
16
Goldman Sachs
New York
$479M -$9.3M -34,732 -2%
UBS Group
17
UBS Group
Switzerland
$471M -$91.2M -340,680 -17%
Legal & General Group
18
Legal & General Group
United Kingdom
$466M +$11.7M +43,589 +3%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$446M -$8.55M -31,913 -2%
Invesco
20
Invesco
Georgia
$438M +$5.86M +21,892 +1%
First Trust Advisors
21
First Trust Advisors
Illinois
$416M +$8.11M +30,301 +2%
Charles Schwab
22
Charles Schwab
California
$405M -$9.59M -35,809 -2%
Barclays
23
Barclays
United Kingdom
$364M +$3.1M +11,577 +0.9%
BG
24
Bahl & Gaynor
Ohio
$311M -$14.2M -52,966 -5%
N
25
Nuveen
North Carolina
$307M -$6.81M -25,443 -2%