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Travelers Companies

1,643 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, 570 increasing their positions, 562 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: 562

1.6% less ownership

Funds ownership: 83.78%82.18% (-1.6%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
1,643
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
VWA
1451
Valued Wealth Advisors
Utah
$95.2K
CFG
1452
CKW Financial Group
Hawaii
$95K
VWA
1453
VSM Wealth Advisory
Maryland
$93.6K
BLC
1454
Brown, Lisle/Cummings
Rhode Island
$89.5K
PP
1455
Pacifica Partners
Canada
$89.3K
IAS
1456
IMA Advisory Services
Colorado
$86.3K
PFSC
1457
Peoples Financial Services Corp
Pennsylvania
$86.3K
CAL
1458
Capital Advisors Ltd
Ohio
$86K
TTIC
1459
Tower Trust & Investment Company
Iowa
$86K
BSB
1460
Bangor Savings Bank
Maine
$84K
MMCM
1461
Murphy & Mullick Capital Management
New York
$82.4K
CT
1462
Coastline Trust
Rhode Island
$79.6K
WIM
1463
Westside Investment Management
California
$78.5K
SCM
1464
Silvant Capital Management
Georgia
$77.9K
HFM
1465
Hartford Financial Management
Connecticut
$77.6K
PGAM
1466
Princeton Global Asset Management
New Jersey
$77.6K
WA
1467
WPG Advisers
Maryland
$75.1K
IWM
1468
IMG Wealth Management
Florida
$72.9K
TFIPS
1469
Towarzystwo Funduszy Inwestycyjnych PZU SA
$72.6K
MSG
1470
Main Street Group
Virginia
$70.9K
MMG
1471
Monetary Management Group
Missouri
$70.1K
BGA
1472
Battery Global Advisors
Massachusetts
$69.8K
IBOK
1473
Independence Bank of Kentucky
Kentucky
$69K
PWA
1474
Physician Wealth Advisors
Utah
$67.3K
SVWA
1475
Sarver Vrooman Wealth Advisors
Missouri
$65.3K