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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
NW
1251
Naviter Wealth
Arkansas
$269K
KFG
1252
Kelly Financial Group
Connecticut
$268K
MWM
1253
Meridian Wealth Management
Kentucky
$268K
TGIA
1254
Torrey Growth & Income Advisors
California
$266K
EI
1255
Ellevest Inc
New York
$266K
PCA
1256
Prosperity Capital Advisors
Ohio
$266K
SAG
1257
SageView Advisory Group
California
$265K
PFM
1258
Patton Fund Management
Texas
$265K
SMC
1259
Smith, Moore & Co
Missouri
$264K
BFA
1260
Brendel Financial Advisors
New Hampshire
$264K
IWM
1261
Iams Wealth Management
Nebraska
$263K
LGA
1262
Lebenthal Global Advisors
New York
$262K
GKWIM
1263
Gerber Kawasaki Wealth & Investment Management
California
$261K
PDM
1264
Penn Davis McFarland
Texas
$261K
UAS
1265
United Asset Strategies
New York
$259K
ECM
1266
Eisler Capital Management
United Kingdom
$258K
GCM
1267
Genus Capital Management
British Columbia, Canada
$257K
BWM
1268
BNC Wealth Management
Oregon
$257K
ATS
1269
Ashton Thomas Securities
New York
$256K
APG
1270
Abacus Planning Group
South Carolina
$256K
HCMT
1271
Highland Capital Management (Tennessee)
Tennessee
$255K
IF
1272
Ironwood Financial
Arizona
$254K
MFS
1273
Madrona Financial Services
Washington
$254K
ECM
1274
Elgethun Capital Management
South Dakota
$254K
FCFC
1275
First Commonwealth Financial Corp
Pennsylvania
$253K