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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
WBC
1501
West Branch Capital
Massachusetts
$50K
KSB
1502
Kennebec Savings Bank
Maine
$50K
TFA
1503
Toth Financial Advisory
Virginia
$47.7K
FPB
1504
First PREMIER Bank
South Dakota
$47K
FDW
1505
Fourth Dimension Wealth
Ohio
$46.1K
PPC
1506
Park Place Capital
Alabama
$46.1K
CTA
1507
Colonial Trust Advisors
South Carolina
$44.7K
AT
1508
Arlington Trust
Alabama
$42.4K
SIC
1509
SJS Investment Consulting
Ohio
$42.2K
PFA
1510
Pathway Financial Advisers
Indiana
$42.2K
AP
1511
Atwood & Palmer
Missouri
$41.9K
WSCM
1512
Wellington Shields Capital Management
New York
$41.9K
GJIA
1513
Glass Jacobson Investment Advisors
Maryland
$41.9K
DSC
1514
Duncker Streett & Co
Missouri
$41.7K
ACA
1515
American Capital Advisory
Idaho
$41.3K
GKIM
1516
GW&K Investment Management
Massachusetts
$41K
FFO
1517
Fortitude Family Office
Arizona
$40.5K
NSIM
1518
North Star Investment Management
Illinois
$40.4K
TC
1519
Trust Company
Kansas
$40.2K
RA
1520
Rise Advisors
New York
$40K
CMA
1521
Cedar Mountain Advisors
Oregon
$39.1K
BFPW
1522
BOK Financial Private Wealth
Colorado
$38.8K
ANBT
1523
American National Bank & Trust
Texas
$38.5K
MEG
1524
Millstone Evans Group
Colorado
$38.3K
SIS
1525
Sound Income Strategies
Florida
$37.6K