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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
VFP
1201
Verus Financial Partners
Virginia
$292K
LBC
1202
Leigh Baldwin & Co
New York
$292K
LAM
1203
L2 Asset Management
Massachusetts
$292K
OCBCO
1204
Oversea-Chinese Banking Corp (OCBC)
Singapore
$291K
PPW
1205
Parcion Private Wealth
Washington
$290K
JFL
1206
Jarislowsky, Fraser Ltd
Quebec, Canada
$290K
GF
1207
Gries Financial
Ohio
$290K
TCWA
1208
Turtle Creek Wealth Advisors
Texas
$290K
BIAS
1209
Beacon Investment Advisory Services
New Jersey
$290K
CWS
1210
Confluence Wealth Services
Pennsylvania
$290K
SBFM
1211
S-Bank Fund Management
Finland
$290K
FMLI
1212
Fukoku Mutual Life Insurance
Japan
$289K
CNBTD
1213
Citizens National Bank Trust Department
Mississippi
$289K
OWP
1214
Obermeyer Wealth Partners
Colorado
$288K
DF
1215
Dunhill Financial
United Kingdom
$287K
HWA
1216
HCR Wealth Advisors
California
$286K
CBT
1217
Crews Bank & Trust
Florida
$286K
CWA
1218
Canvas Wealth Advisors
Kansas
$286K
FA
1219
Fountainhead AM
New Jersey
$286K
MAM
1220
McLean Asset Management
Virginia
$285K
SDAM
1221
Shulman DeMeo Asset Management
New York
$285K
KPWG
1222
KFA Private Wealth Group
Virginia
$285K
WI
1223
Wedgewood Investors
Pennsylvania
$285K
VWM
1224
Vermillion Wealth Management
Minnesota
$285K
DWS
1225
Dynamic Wealth Strategies
California
$284K