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Travelers Companies

1,636 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, 567 increasing their positions, 559 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: $ → $

1% more repeat investments, than reductions

Existing positions increased: 567 | Existing positions reduced: 559

1.53% less ownership

Funds ownership: 83.7%82.17% (-1.5%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
1,636
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
PGWM
1376
Parisi Gray Wealth Management
New Jersey
$207K
AFG
1377
Allegheny Financial Group
Pennsylvania
$207K
TP
1378
Tranquility Partners
Tennessee
$205K
WC
1379
Waterloo Capital
Texas
$205K
MIM
1380
MTM Investment Management
South Carolina
$204K
DLA
1381
Douglas Lane & Associates
New York
$203K
LPAM
1382
Lodestar Private Asset Management
California
$203K
WA
1383
WealthTrust Axiom
Pennsylvania
$202K
AW
1384
Alteri Wealth
California
$202K
CW
1385
CreativeOne Wealth
Kansas
$200K
GIM
1386
Generali Investments Management
Slovenia
$198K
Walleye Trading
1387
Walleye Trading
New York
$197K
GBT
1388
Grove Bank & Trust
Florida
$194K
FC
1389
Fairscale Capital
New Hampshire
$190K
BI
1390
Binnacle Investments
Iowa
$189K
LWCFA
1391
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$188K
CYG
1392
Clean Yield Group
Vermont
$187K
CH
1393
Cromwell Holdings
Wyoming
$176K
ATC
1394
Adirondack Trust Company
New York
$176K
DWA
1395
Dougherty Wealth Advisers
Minnesota
$175K
JGIA
1396
Jackson Grant Investment Advisers
Connecticut
$174K
OL
1397
OneFund LLC
Florida
$173K
OC
1398
Oakworth Capital
Alabama
$171K
HNB
1399
Hilltop National Bank
Wyoming
$171K
SAS
1400
Spurstone Advisory Services
Connecticut
$166K