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Travelers Companies

1,665 hedge funds and large institutions have $51.9B invested in Travelers Companies in 2025 Q3 according to their latest regulatory filings, with 159 funds opening new positions, 580 increasing their positions, 565 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 97

24% more call options, than puts

Call options by funds: $196M | Put options by funds: $158M

2% more funds holding

Funds holding: 1,6291,665 (+36)

3% more repeat investments, than reductions

Existing positions increased: 580 | Existing positions reduced: 565

2% more capital invested

Capital invested by funds: $50.7B → $51.9B (+$1.19B)

1.5% less ownership

Funds ownership: 83.92%82.42% (-1.5%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
1,665
Holders Change
+36
Holders Change %
+2.21%
% of All Funds
21.85%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.14%
New
159
Increased
580
Reduced
565
Closed
97
Calls
$196M
Puts
$158M
Net Calls
+$37.8M
Net Calls Change
+$23.4M
Name Holding Trade Value Shares
Change
Change in
Stake
ACIM
501
Azimuth Capital Investment Management
Michigan
$2.58M -$143K -535 -5%
ALAM
502
Asahi Life Asset Management
Japan
$2.57M -$30.5K -114 -1%
FCM
503
Fieldview Capital Management
Michigan
$2.55M +$2.45M +9,132 New
FNA
504
First National Advisers
Nebraska
$2.54M +$90.8K +339 +4%
SI
505
Stephens Inc
Arkansas
$2.53M -$411K -1,534 -14%
FFS
506
Founders Financial Securities
Maryland
$2.53M -$302K -1,126 -11%
IWC
507
Integrated Wealth Concepts
Massachusetts
$2.52M +$8.03K +30 +0.3%
PH
508
Pinnacle Holdings
Oklahoma
$2.52M -$12.9K -48 -0.5%
TI
509
Tidal Investments
Wisconsin
$2.49M +$423K +1,581 +22%
SWM
510
Spire Wealth Management
Virginia
$2.48M +$567K +2,119 +31%
OAM
511
Ostrum Asset Management
France
$2.48M +$318K +1,189 +15%
CA
512
CoreCap Advisors
Michigan
$2.48M -$416K -1,555 -15%
AEPWM
513
Atlantic Edge Private Wealth Management
Florida
$2.45M +$16.1K +60 +0.7%
AF
514
Arrow Financial
New York
$2.41M -$58.9K -220 -2%
CNBT
515
Canandaigua National Bank & Trust
New York
$2.4M -$238K -887 -9%
OC
516
Oppenheimer & Co
New York
$2.4M +$66.1K +247 +3%
AT
517
Avalon Trust
New Mexico
$2.38M +$264K +987 +13%
CB
518
Cadence Bank
Mississippi
$2.38M -$6.43K -24 -0.3%
AIA
519
AssuredPartners Investment Advisors
Florida
$2.37M +$102K +382 +5%
Jones Financial Companies
520
Jones Financial Companies
Missouri
$2.35M +$430K +1,606 +23%
SW
521
SteelPeak Wealth
California
$2.35M -$4.68M -17,480 -67%
JCM
522
Jacobi Capital Management
Pennsylvania
$2.35M -$52.5K -196 -2%
ALMGDA
523
AG2R La Mondiale Gestion d'Actifs
France
$2.35M
WB
524
Webster Bank
Connecticut
$2.33M -$52.2K -195 -2%
AI
525
Accredited Investors
Minnesota
$2.32M -$96.9K -362 -4%