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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
KSB
1501
Kennebec Savings Bank
Maine
$50K
TFA
1502
Toth Financial Advisory
Virginia
$47.7K
FPB
1503
First PREMIER Bank
South Dakota
$47K
PPC
1504
Park Place Capital
Alabama
$46.1K
FDW
1505
Fourth Dimension Wealth
Ohio
$46.1K
CTA
1506
Colonial Trust Advisors
South Carolina
$44.7K
AT
1507
Arlington Trust
Alabama
$42.4K
SIC
1508
SJS Investment Consulting
Ohio
$42.2K
PFA
1509
Pathway Financial Advisers
Indiana
$42.2K
AP
1510
Atwood & Palmer
Missouri
$41.9K
WSCM
1511
Wellington Shields Capital Management
New York
$41.9K
GJIA
1512
Glass Jacobson Investment Advisors
Maryland
$41.9K
DSC
1513
Duncker Streett & Co
Missouri
$41.7K
ACA
1514
American Capital Advisory
Idaho
$41.3K
GKIM
1515
GW&K Investment Management
Massachusetts
$41K
FFO
1516
Fortitude Family Office
Arizona
$40.5K
NSIM
1517
North Star Investment Management
Illinois
$40.4K
TC
1518
Trust Company
Kansas
$40.2K
RA
1519
Rise Advisors
New York
$40K
CMA
1520
Cedar Mountain Advisors
Oregon
$39.1K
BFPW
1521
BOK Financial Private Wealth
Colorado
$38.8K
ANBT
1522
American National Bank & Trust
Texas
$38.5K
MEG
1523
Millstone Evans Group
Colorado
$38.3K
SIS
1524
Sound Income Strategies
Florida
$37.6K
HAP
1525
Harbor Asset Planning
Massachusetts
$36.3K