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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
CA
1451
Crewe Advisors
Utah
$102K
FC
1452
Financial Consulate
Maryland
$102K
FUBT
1453
First United Bank & Trust
Maryland
$100K
FLP
1454
Financial Life Planners
Arizona
$99.7K
AAS
1455
Ameritas Advisory Services
Nebraska
$98.1K
FFC
1456
First Financial Corp
Indiana
$98K
JWM
1457
JPL Wealth Management
Colorado
$96.9K
LSA
1458
Leonteq Securities AG
Switzerland
$96.3K
VWA
1459
Valued Wealth Advisors
Utah
$95.2K
CFG
1460
CKW Financial Group
Hawaii
$95K
VWA
1461
VSM Wealth Advisory
Maryland
$93.6K
BLC
1462
Brown, Lisle/Cummings
Rhode Island
$89.5K
PP
1463
Pacifica Partners
Canada
$89.3K
IAS
1464
IMA Advisory Services
Colorado
$86.3K
PFSC
1465
Peoples Financial Services Corp
Pennsylvania
$86.3K
CAL
1466
Capital Advisors Ltd
Ohio
$86K
TTIC
1467
Tower Trust & Investment Company
Iowa
$86K
BSB
1468
Bangor Savings Bank
Maine
$84K
MMCM
1469
Murphy & Mullick Capital Management
New York
$82.4K
CT
1470
Coastline Trust
Rhode Island
$79.6K
WIM
1471
Westside Investment Management
California
$78.5K
SCM
1472
Silvant Capital Management
Georgia
$77.9K
HFM
1473
Hartford Financial Management
Connecticut
$77.6K
PGAM
1474
Princeton Global Asset Management
New Jersey
$77.6K
WA
1475
WPG Advisers
Maryland
$75.1K