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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
CAM
826
Chesapeake Asset Management
New York
$761K
SW
827
SkyOak Wealth
Michigan
$760K
BWP
828
Baldwin Wealth Partners
Massachusetts
$758K
ICP
829
Interchange Capital Partners
Pennsylvania
$757K
SWP
830
Sagespring Wealth Partners
Tennessee
$756K
MAM
831
Madison Asset Management
Wisconsin
$751K
HIP
832
HUB Investment Partners
Texas
$750K
AWM
833
AE Wealth Management
Kansas
$744K
AWM
834
Aries Wealth Management
Maine
$742K
IPW
835
Inlet Private Wealth
Florida
$740K
BONH
836
Bank of New Hampshire
New Hampshire
$739K
PW
837
PUREfi Wealth
Massachusetts
$738K
TAM
838
Trust Asset Management
Texas
$731K
WF
839
Welch & Forbes
Massachusetts
$729K
OFS
840
Orrstown Financial Services
Pennsylvania
$729K
Legacy Financial Group (Iowa)
841
Legacy Financial Group (Iowa)
Iowa
$729K
BIG
842
Brooklyn Investment Group
New York
$726K
SF
843
Summit Financial
New Jersey
$724K
AAM
844
Aureus Asset Management
Massachusetts
$723K
PNC
845
Park National Corp
Ohio
$718K
NWMG
846
National Wealth Management Group
Ohio
$713K
FNBSF
847
First National Bank Sioux Falls
South Dakota
$711K
BFO
848
Biltmore Family Office
North Carolina
$708K
TVM
849
True Vision MN
Minnesota
$707K
SFS
850
Stiles Financial Services
Minnesota
$707K