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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
GWSG
1401
GPS Wealth Strategies Group
Colorado
$166K
BGAI
1402
Bruce G. Allen Investments
Colorado
$164K
TF
1403
Tompkins Financial
New York
$160K
ECM
1404
Estabrook Capital Management
New York
$158K
SIM
1405
Sentry Investment Management
Wisconsin
$158K
PWMG
1406
Prestige Wealth Management Group
New Jersey
$155K
VCM
1407
Versant Capital Management
Arizona
$151K
BHWM
1408
Beaird Harris Wealth Management
Texas
$150K
HWM
1409
Hemington Wealth Management
Virginia
$150K
CFS
1410
CGC Financial Services
Oregon
$150K
CHC
1411
City Holding Co
West Virginia
$150K
HIA
1412
Harbor Investment Advisory
Maryland
$148K
SWIM
1413
Smallwood Wealth Investment Management
New Jersey
$146K
SA
1414
SRH Advisors
Kansas
$144K
ITIM
1415
Indiana Trust & Investment Management
Indiana
$142K
MR
1416
Munich Reinsurance
$141K
EPIM
1417
Evelyn Partners Investment Management
$140K
TLA
1418
Tanglewood Legacy Advisors
Texas
$140K
HIMS
1419
Hager Investment Management Services
New Hampshire
$140K
CFO
1420
CVA Family Office
Colorado
$138K
AA
1421
Addison Advisors
Vermont
$136K
SAM
1422
S.A. Mason
Michigan
$132K
OIAM
1423
OFI Invest Asset Management
France
$130K
FFL
1424
Financial Freedom LLC
Ohio
$130K
NC
1425
North Capital
Utah
$127K