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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
FAIM
1701
Financial Advocates Investment Management
Washington
BCP
1702
Blue Chip Partners
Michigan
BIM
1703
Baldwin Investment Management
Pennsylvania
GDP
1704
Great Diamond Partners
Maine
BO
1705
Bank OZK
Arkansas
CIG
1706
Cullen Investment Group
Louisiana
MPW
1707
MASECO Private Wealth
OPTFSNA
1708
Old Point Trust & Financial Services N A
Virginia
GM
1709
GeoWealth Management
Illinois
OWP
1710
ORG Wealth Partners
Texas
CCM
1711
Carderock Capital Management
Maryland
RI
1712
Ridgewood Investments
New Jersey
OWA
1713
Opal Wealth Advisors
New York
PSFG
1714
Park Square Financial Group
Georgia
FIM
1715
FWL Investment Management
Texas
NC
1716
NewSquare Capital
Pennsylvania
BCMLT
1717
Beacon Capital Management LLC (Tennessee)
Tennessee
RAM
1718
Riggs Asset Management
Pennsylvania
TPWA
1719
Twin Peaks Wealth Advisors
California
WA
1720
Whipplewood Advisors
Colorado
KWM
1721
Kiker Wealth Management
Georgia
WPA
1722
Wealth Preservation Advisors
Tennessee
PFG
1723
Putney Financial Group
California
CWM
1724
CarsonAllaria Wealth Management
Illinois
LFA
1725
Legend Financial Advisors
Pennsylvania