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Travelers Companies

1,659 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, 578 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

2% more capital invested

Capital invested by funds: $50.6B → $51.8B (+$1.19B)

1.49% less ownership

Funds ownership: 83.8%82.31% (-1.5%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
1,659
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
MMM
826
Mendel Money Management
Illinois
$766K
ABC
827
Associated Banc-Corp
Wisconsin
$763K
CAM
828
Chesapeake Asset Management
New York
$761K
SW
829
SkyOak Wealth
Michigan
$760K
BWP
830
Baldwin Wealth Partners
Massachusetts
$758K
ICP
831
Interchange Capital Partners
Pennsylvania
$757K
SWP
832
Sagespring Wealth Partners
Tennessee
$756K
MAM
833
Madison Asset Management
Wisconsin
$751K
HIP
834
HUB Investment Partners
Texas
$750K
AWM
835
AE Wealth Management
Kansas
$744K
AWM
836
Aries Wealth Management
Maine
$742K
IPW
837
Inlet Private Wealth
Florida
$740K
BONH
838
Bank of New Hampshire
New Hampshire
$739K
PW
839
PUREfi Wealth
Massachusetts
$738K
TAM
840
Trust Asset Management
Texas
$731K
WF
841
Welch & Forbes
Massachusetts
$729K
OFS
842
Orrstown Financial Services
Pennsylvania
$729K
Legacy Financial Group (Iowa)
843
Legacy Financial Group (Iowa)
Iowa
$729K
BIG
844
Brooklyn Investment Group
New York
$726K
SF
845
Summit Financial
New Jersey
$724K
AAM
846
Aureus Asset Management
Massachusetts
$723K
PNC
847
Park National Corp
Ohio
$718K
NWMG
848
National Wealth Management Group
Ohio
$713K
FNBSF
849
First National Bank Sioux Falls
South Dakota
$711K
BFO
850
Biltmore Family Office
North Carolina
$708K