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Travelers Companies

1,645 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, 571 increasing their positions, 563 reducing their positions, and 97 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: 571 | Existing positions reduced: 563

1.49% less ownership

Funds ownership: 83.78%82.29% (-1.5%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
1,645
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
IWA
1376
IVC Wealth Advisors
Pennsylvania
$210K
HFS
1377
Heritage Financial Services
Massachusetts
$210K
SS
1378
SBI Securities
Japan
$210K
BTD
1379
BankPlus Trust Department
Mississippi
$209K
C
1380
Covestor
United Kingdom
$209K
SC
1381
Sapient Capital
Indiana
$208K
SWM
1382
Silverlake Wealth Management
Vermont
$208K
FMB
1383
Field & Main Bank
Kentucky
$207K
PGWM
1384
Parisi Gray Wealth Management
New Jersey
$207K
AFG
1385
Allegheny Financial Group
Pennsylvania
$207K
TP
1386
Tranquility Partners
Tennessee
$205K
WC
1387
Waterloo Capital
Texas
$205K
MIM
1388
MTM Investment Management
South Carolina
$204K
DLA
1389
Douglas Lane & Associates
New York
$203K
LPAM
1390
Lodestar Private Asset Management
California
$203K
WA
1391
WealthTrust Axiom
Pennsylvania
$202K
AW
1392
Alteri Wealth
California
$202K
CW
1393
CreativeOne Wealth
Kansas
$200K
GIM
1394
Generali Investments Management
Slovenia
$198K
Walleye Trading
1395
Walleye Trading
New York
$197K
GBT
1396
Grove Bank & Trust
Florida
$194K
FC
1397
Fairscale Capital
New Hampshire
$190K
BI
1398
Binnacle Investments
Iowa
$189K
LWCFA
1399
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$188K
CYG
1400
Clean Yield Group
Vermont
$187K