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Travelers Companies

1,636 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, 567 increasing their positions, 559 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: $ → $

1% more repeat investments, than reductions

Existing positions increased: 567 | Existing positions reduced: 559

1.53% less ownership

Funds ownership: 83.7%82.17% (-1.5%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
1,636
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
OWP
1701
ORG Wealth Partners
Texas
CCM
1702
Carderock Capital Management
Maryland
RI
1703
Ridgewood Investments
New Jersey
OWA
1704
Opal Wealth Advisors
New York
PSFG
1705
Park Square Financial Group
Georgia
FIM
1706
FWL Investment Management
Texas
NC
1707
NewSquare Capital
Pennsylvania
BCMLT
1708
Beacon Capital Management LLC (Tennessee)
Tennessee
RAM
1709
Riggs Asset Management
Pennsylvania
TPWA
1710
Twin Peaks Wealth Advisors
California
WA
1711
Whipplewood Advisors
Colorado
KWM
1712
Kiker Wealth Management
Georgia
WPA
1713
Wealth Preservation Advisors
Tennessee
PFG
1714
Putney Financial Group
California
CWM
1715
CarsonAllaria Wealth Management
Illinois
LFA
1716
Legend Financial Advisors
Pennsylvania
RL
1717
Rogco LP
Oklahoma
GC
1718
GFG Capital
Florida
SO
1719
Sierra Ocean
California
WCM
1720
WealthTrak Capital Management
Virginia
WTFG
1721
Wood Tarver Financial Group
Idaho
LWMI
1722
Legacy Wealth Management (Idaho)
Idaho
MAFA
1723
MJT & Associates Financial Advisory
Minnesota
BA
1724
Bellwether Advisors
Nebraska
HWA
1725
HHM Wealth Advisors
Tennessee