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Travelers Companies

1,641 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
1,641
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
GF
1201
Gries Financial
Ohio
$290K
TCWA
1202
Turtle Creek Wealth Advisors
Texas
$290K
BIAS
1203
Beacon Investment Advisory Services
New Jersey
$290K
CWS
1204
Confluence Wealth Services
Pennsylvania
$290K
SBFM
1205
S-Bank Fund Management
Finland
$290K
FMLI
1206
Fukoku Mutual Life Insurance
Japan
$289K
CNBTD
1207
Citizens National Bank Trust Department
Mississippi
$289K
OWP
1208
Obermeyer Wealth Partners
Colorado
$288K
DF
1209
Dunhill Financial
United Kingdom
$287K
HWA
1210
HCR Wealth Advisors
California
$286K
CBT
1211
Crews Bank & Trust
Florida
$286K
CWA
1212
Canvas Wealth Advisors
Kansas
$286K
FA
1213
Fountainhead AM
New Jersey
$286K
MAM
1214
McLean Asset Management
Virginia
$285K
SDAM
1215
Shulman DeMeo Asset Management
New York
$285K
KPWG
1216
KFA Private Wealth Group
Virginia
$285K
WI
1217
Wedgewood Investors
Pennsylvania
$285K
VWM
1218
Vermillion Wealth Management
Minnesota
$285K
DWS
1219
Dynamic Wealth Strategies
California
$284K
VCM
1220
Vision Capital Management
Oregon
$283K
AWM
1221
Avior Wealth Management
Nebraska
$283K
GIA
1222
Gladstone Institutional Advisory
Florida
$283K
TPCM
1223
Templeton & Phillips Capital Management
Tennessee
$281K
MWM
1224
Marietta Wealth Management
Georgia
$281K
NCM
1225
Next Capital Management
New York
$280K