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Travelers Companies

1,656 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, 577 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 capital invested

Capital invested by funds: $ → $

2% more repeat investments, than reductions

Existing positions increased: 577 | Existing positions reduced: 564

1.49% less ownership

Funds ownership: 83.79%82.29% (-1.5%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
1,656
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
FC
1401
Fairscale Capital
New Hampshire
$190K
BI
1402
Binnacle Investments
Iowa
$189K
LWCFA
1403
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$188K
CYG
1404
Clean Yield Group
Vermont
$187K
MCM
1405
MV Capital Management
Maryland
$184K
CH
1406
Cromwell Holdings
Wyoming
$176K
ATC
1407
Adirondack Trust Company
New York
$176K
DWA
1408
Dougherty Wealth Advisers
Minnesota
$175K
JGIA
1409
Jackson Grant Investment Advisers
Connecticut
$174K
OL
1410
OneFund LLC
Florida
$173K
OC
1411
Oakworth Capital
Alabama
$171K
HNB
1412
Hilltop National Bank
Wyoming
$171K
SAS
1413
Spurstone Advisory Services
Connecticut
$166K
GWSG
1414
GPS Wealth Strategies Group
Colorado
$166K
BGAI
1415
Bruce G. Allen Investments
Colorado
$164K
TF
1416
Tompkins Financial
New York
$160K
ECM
1417
Estabrook Capital Management
New York
$158K
SIM
1418
Sentry Investment Management
Wisconsin
$158K
PWMG
1419
Prestige Wealth Management Group
New Jersey
$155K
VCM
1420
Versant Capital Management
Arizona
$151K
BHWM
1421
Beaird Harris Wealth Management
Texas
$150K
HWM
1422
Hemington Wealth Management
Virginia
$150K
CFS
1423
CGC Financial Services
Oregon
$150K
CHC
1424
City Holding Co
West Virginia
$150K
HIA
1425
Harbor Investment Advisory
Maryland
$148K