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Travelers Companies

1,640 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, 569 increasing their positions, 561 reducing their positions, and 96 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: 569 | Existing positions reduced: 561

1.6% less ownership

Funds ownership: 83.78%82.18% (-1.6%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
1,640
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
LCWP
801
Legacy Capital Wealth Partners
Arkansas
$815K
BEAM
802
Baker Ellis Asset Management
Washington
$815K
PCM
803
Polymer Capital Management
New York
$812K
BOS
804
Bank of Stockton
California
$810K
CWM
805
Connecticut Wealth Management
Connecticut
$810K
FNFDCM
806
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$809K
IWA
807
IBEX Wealth Advisors
New Jersey
$807K
AIM
808
Anchor Investment Management
South Carolina
$806K
EB
809
Eastern Bank
Massachusetts
$795K
CHAM
810
Clear Harbor Asset Management
Connecticut
$795K
AWM
811
Apollon Wealth Management
South Carolina
$792K
RTC
812
Real Talk Capital
Tennessee
$792K
WANY
813
Wealthspire Advisors (New York)
New York
$785K
GWANC
814
Guardian Wealth Advisors (North Carolina)
North Carolina
$784K
DS
815
DRW Securities
Illinois
$783K
CAMG
816
CWA Asset Management Group
Florida
$783K
CIA
817
Capital Investment Advisors
Georgia
$780K
GFP
818
Gryphon Financial Partners
Ohio
$779K
BAM
819
Brave Asset Management
New Jersey
$776K
WIA
820
World Investment Advisors
California
$773K
GVAG
821
Great Valley Advisor Group
Delaware
$769K
MMM
822
Mendel Money Management
Illinois
$766K
ABC
823
Associated Banc-Corp
Wisconsin
$763K
CAM
824
Chesapeake Asset Management
New York
$761K
SW
825
SkyOak Wealth
Michigan
$760K