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Travelers Companies

1,659 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, 578 increasing their positions, 564 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

2% more capital invested

Capital invested by funds: $50.6B → $51.8B (+$1.19B)

1.49% less ownership

Funds ownership: 83.8%82.31% (-1.5%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
1,659
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
OWA
1726
Opal Wealth Advisors
New York
PSFG
1727
Park Square Financial Group
Georgia
FIM
1728
FWL Investment Management
Texas
NC
1729
NewSquare Capital
Pennsylvania
BCMLT
1730
Beacon Capital Management LLC (Tennessee)
Tennessee
RAM
1731
Riggs Asset Management
Pennsylvania
TPWA
1732
Twin Peaks Wealth Advisors
California
WA
1733
Whipplewood Advisors
Colorado
KWM
1734
Kiker Wealth Management
Georgia
WPA
1735
Wealth Preservation Advisors
Tennessee
PFG
1736
Putney Financial Group
California
CWM
1737
CarsonAllaria Wealth Management
Illinois
LFA
1738
Legend Financial Advisors
Pennsylvania
RL
1739
Rogco LP
Oklahoma
GC
1740
GFG Capital
Florida
SO
1741
Sierra Ocean
California
WCM
1742
WealthTrak Capital Management
Virginia
WTFG
1743
Wood Tarver Financial Group
Idaho
GC
1744
Garde Capital
Washington
LWMI
1745
Legacy Wealth Management (Idaho)
Idaho
BA
1746
Bellwether Advisors
Nebraska
MAFA
1747
MJT & Associates Financial Advisory
Minnesota
SC
1748
Stephens Consulting
Michigan
HWA
1749
HHM Wealth Advisors
Tennessee
TIM
1750
Total Investment Management
Arizona