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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
PWW
1376
Pettyjohn Wood & White
Virginia
$211K
VC
1377
Vicus Capital
Pennsylvania
$211K
CMP
1378
Courage Miller Partners
Virginia
$211K
CCG
1379
Catalina Capital Group
California
$211K
AIM
1380
Advyzon Investment Management
Illinois
$210K
BW
1381
Blalock Williams
Alabama
$210K
IWA
1382
IVC Wealth Advisors
Pennsylvania
$210K
HFS
1383
Heritage Financial Services
Massachusetts
$210K
SS
1384
SBI Securities
Japan
$210K
BTD
1385
BankPlus Trust Department
Mississippi
$209K
C
1386
Covestor
United Kingdom
$209K
SC
1387
Sapient Capital
Indiana
$208K
SWM
1388
Silverlake Wealth Management
Vermont
$208K
FMB
1389
Field & Main Bank
Kentucky
$207K
PGWM
1390
Parisi Gray Wealth Management
New Jersey
$207K
AFG
1391
Allegheny Financial Group
Pennsylvania
$207K
TP
1392
Tranquility Partners
Tennessee
$205K
WC
1393
Waterloo Capital
Texas
$205K
MIM
1394
MTM Investment Management
South Carolina
$204K
DLA
1395
Douglas Lane & Associates
New York
$203K
LPAM
1396
Lodestar Private Asset Management
California
$203K
WA
1397
WealthTrust Axiom
Pennsylvania
$202K
AW
1398
Alteri Wealth
California
$202K
CW
1399
CreativeOne Wealth
Kansas
$200K
GIM
1400
Generali Investments Management
Slovenia
$198K