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