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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
IWM
1476
IMG Wealth Management
Florida
$72.9K
TFIPS
1477
Towarzystwo Funduszy Inwestycyjnych PZU SA
$72.6K
MSG
1478
Main Street Group
Virginia
$70.9K
MMG
1479
Monetary Management Group
Missouri
$70.1K
BGA
1480
Battery Global Advisors
Massachusetts
$69.8K
IBOK
1481
Independence Bank of Kentucky
Kentucky
$69K
PWA
1482
Physician Wealth Advisors
Utah
$67.3K
SVWA
1483
Sarver Vrooman Wealth Advisors
Missouri
$65.3K
BIA
1484
Bell Investment Advisors
California
$64.2K
SL
1485
Salomon & Ludwin
Virginia
$64K
SIA
1486
Sit Investment Associates
Minnesota
$63K
CTB
1487
Country Trust Bank
Illinois
$62.8K
EDRH
1488
Edmond de Rothschild Holding
Switzerland
$61.7K
PSB
1489
Piscataqua Savings Bank
New Hampshire
$60.9K
Walleye Capital
1490
Walleye Capital
New York
$60K
TCM
1491
TruNorth Capital Management
Michigan
$59.8K
WWM
1492
Wolff Wiese Magana
California
$59.2K
BWL
1493
Bogart Wealth LLC
Virginia
$59.2K
WWA
1494
Wealth Watch Advisors
Colorado
$58.9K
MA
1495
MCF Advisors
Kentucky
$57.7K
PWMG
1496
Private Wealth Management Group
New Jersey
$57.2K
VC
1497
Vestor Capital
Illinois
$56K
KOCAA
1498
Knights of Columbus Asset Advisors
Connecticut
$55.8K
PW
1499
Pandora Wealth
Illinois
$55.8K
RFA
1500
Reyes Financial Architecture
California
$55.8K