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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
CIBC World Market
876
CIBC World Market
Ontario, Canada
$666K
BWM
877
Baron Wealth Management
Michigan
$666K
RC
878
Rexford Capital
Texas
$665K
JWM
879
Jeppson Wealth Management
California
$662K
TWA
880
TCI Wealth Advisors
Arizona
$659K
WFA
881
WJ Financial Advisors
Connecticut
$656K
1IA
882
1620 Investment Advisors
Massachusetts
$653K
MA
883
MONECO Advisors
Connecticut
$652K
LI
884
LMCG Investments
Massachusetts
$651K
PFA
885
Pure Financial Advisors
California
$651K
HWMO
886
Heritage Wealth Management (Ohio)
Ohio
$651K
MWPCG
887
Measured Wealth Private Client Group
New Hampshire
$649K
SWM
888
Salvus Wealth Management
New Jersey
$649K
FRM
889
Foundation Resource Management
Arkansas
$646K
STCOSD
890
Sageworth Trust Company of South Dakota
South Dakota
$644K
DTL
891
Dynamic Technology Lab
Singapore
$643K
DWP
892
Daymark Wealth Partners
Ohio
$640K
SIG
893
Sky Investment Group
Connecticut
$640K
KWA
894
Kingswood Wealth Advisors
California
$636K
UCB
895
United Community Bank
South Carolina
$633K
Financial Engines Advisors
896
Financial Engines Advisors
California
$631K
AWM
897
Axxcess Wealth Management
California
$625K
SEA
898
Stegent Equity Advisors
Texas
$625K
WCM
899
Weik Capital Management
Pennsylvania
$624K
EWA
900
EverSource Wealth Advisors
Alabama
$624K