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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
BCM
1326
Becker Capital Management
Oregon
$227K
WAG
1327
Winthrop Advisory Group
Massachusetts
$227K
WAM
1328
Walker Asset Management
Missouri
$227K
HWM
1329
Horizons Wealth Management
North Carolina
$227K
PCM
1330
Penserra Capital Management
California
$226K
RWP
1331
Revolve Wealth Partners
New Jersey
$226K
PIP
1332
Peachtree Investment Partners
Florida
$225K
OL
1333
Optas LLC
Texas
$224K
LW
1334
Linscomb Wealth
Texas
$224K
LCM
1335
Logan Capital Management
Pennsylvania
$223K
FCT
1336
First Community Trust
Iowa
$223K
SNBOSD
1337
Security National Bank of So Dak
Iowa
$223K
BWMG
1338
Barnes Wealth Management Group
California
$223K
AT
1339
American Trust
Kentucky
$223K
VBA
1340
von Borstel & Associates
Oregon
$222K
SIC
1341
Salem Investment Counselors
North Carolina
$222K
CB
1342
CNB Bank
Pennsylvania
$222K
PK
1343
Pflug Koory
Nebraska
$221K
AAMC
1344
Asset Allocation & Management Company
Illinois
$221K
IRC
1345
Investors Research Corp
Georgia
$221K
OP
1346
ORG Partners
Indiana
$221K
MSAM
1347
Moloney Securities Asset Management
Missouri
$221K
MSWM
1348
Mowery & Schoenfeld Wealth Management
Illinois
$221K
CRWM
1349
Castle Rock Wealth Management
California
$220K
NERM
1350
New England Research & Management
Illinois
$220K