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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
BWP
826
Baldwin Wealth Partners
Massachusetts
$758K
ICP
827
Interchange Capital Partners
Pennsylvania
$757K
SWP
828
Sagespring Wealth Partners
Tennessee
$756K
MAM
829
Madison Asset Management
Wisconsin
$751K
HIP
830
HUB Investment Partners
Texas
$750K
AWM
831
AE Wealth Management
Kansas
$744K
AWM
832
Aries Wealth Management
Maine
$742K
IPW
833
Inlet Private Wealth
Florida
$740K
BONH
834
Bank of New Hampshire
New Hampshire
$739K
PW
835
PUREfi Wealth
Massachusetts
$738K
TAM
836
Trust Asset Management
Texas
$731K
WF
837
Welch & Forbes
Massachusetts
$729K
OFS
838
Orrstown Financial Services
Pennsylvania
$729K
BIG
839
Brooklyn Investment Group
New York
$726K
SF
840
Summit Financial
New Jersey
$724K
AAM
841
Aureus Asset Management
Massachusetts
$723K
PNC
842
Park National Corp
Ohio
$718K
NWMG
843
National Wealth Management Group
Ohio
$713K
FNBSF
844
First National Bank Sioux Falls
South Dakota
$711K
BFO
845
Biltmore Family Office
North Carolina
$708K
TVM
846
True Vision MN
Minnesota
$707K
SFS
847
Stiles Financial Services
Minnesota
$707K
GC
848
Grimes & Company
Massachusetts
$702K
MG
849
Mather Group
Illinois
$702K
BIA
850
Beacon Investment Advisors
Maryland
$700K