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Travelers Companies

1,644 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, 570 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: 570 | Existing positions reduced: 563

1.53% less ownership

Funds ownership: 83.78%82.24% (-1.5%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
1,644
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
JWM
1451
JPL Wealth Management
Colorado
$96.9K
VWA
1452
Valued Wealth Advisors
Utah
$95.2K
CFG
1453
CKW Financial Group
Hawaii
$95K
VWA
1454
VSM Wealth Advisory
Maryland
$93.6K
BLC
1455
Brown, Lisle/Cummings
Rhode Island
$89.5K
PP
1456
Pacifica Partners
Canada
$89.3K
IAS
1457
IMA Advisory Services
Colorado
$86.3K
PFSC
1458
Peoples Financial Services Corp
Pennsylvania
$86.3K
CAL
1459
Capital Advisors Ltd
Ohio
$86K
TTIC
1460
Tower Trust & Investment Company
Iowa
$86K
BSB
1461
Bangor Savings Bank
Maine
$84K
MMCM
1462
Murphy & Mullick Capital Management
New York
$82.4K
CT
1463
Coastline Trust
Rhode Island
$79.6K
WIM
1464
Westside Investment Management
California
$78.5K
SCM
1465
Silvant Capital Management
Georgia
$77.9K
HFM
1466
Hartford Financial Management
Connecticut
$77.6K
PGAM
1467
Princeton Global Asset Management
New Jersey
$77.6K
WA
1468
WPG Advisers
Maryland
$75.1K
IWM
1469
IMG Wealth Management
Florida
$72.9K
TFIPS
1470
Towarzystwo Funduszy Inwestycyjnych PZU SA
$72.6K
MSG
1471
Main Street Group
Virginia
$70.9K
MMG
1472
Monetary Management Group
Missouri
$70.1K
BGA
1473
Battery Global Advisors
Massachusetts
$69.8K
IBOK
1474
Independence Bank of Kentucky
Kentucky
$69K
PWA
1475
Physician Wealth Advisors
Utah
$67.3K