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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
NHC
576
Nicholas Hoffman & Company
Georgia
$1.9M -$13.9K -52 -0.8%
I
577
InceptionR
California
$1.9M +$1.19M +4,454 +189%
TMAM
578
Tokio Marine Asset Management
Japan
$1.9M +$6.7K +25 +0.4%
LCM
579
Landscape Capital Management
New Jersey
$1.89M +$947K +3,536 +109%
BFG
580
Beacon Financial Group
Texas
$1.88M -$15.3K -57 -0.8%
CA
581
Clearstead Advisors
Ohio
$1.88M -$113K -421 -6%
SPS
582
Susquehanna Portfolio Strategies
Pennsylvania
$1.86M -$4.94M -18,451 -73%
NFA
583
Northern Financial Advisors
Michigan
$1.85M -$17.7K -66 -1%
MC
584
Muhlenkamp & Co
Pennsylvania
$1.85M -$5.62K -21 -0.3%
TIM
585
Tevis Investment Management
Texas
$1.84M +$2.68K +10 +0.2%
VT
586
Vise Technologies
New York
$1.84M -$111K -415 -6%
APIM
587
Agate Pass Investment Management
Washington
$1.84M
ACA
588
Aptus Capital Advisors
Alabama
$1.83M -$111K -415 -6%
DI
589
DAGCO Inc
Ohio
$1.83M +$803 +3 +0%
BAM
590
Belpointe Asset Management
Nevada
$1.83M +$299K +1,118 +21%
BI
591
Ballast Inc
Kentucky
$1.83M -$23K -86 -1%
HAG
592
HighPoint Advisor Group
Illinois
$1.82M -$46.6K -174 -3%
RMC
593
Resources Management Corp
Connecticut
$1.81M -$14.2K -53 -0.8%
QCG
594
Quadrant Capital Group
Ohio
$1.81M
TPCW
595
TD Private Client Wealth
New York
$1.8M -$19K -71 -1%
BWP
596
BSW Wealth Partners
Colorado
$1.8M -$57.6K -215 -3%
IWM
597
IHT Wealth Management
Illinois
$1.79M -$15.5K -58 -0.9%
DWM
598
Dakota Wealth Management
Florida
$1.79M -$240K -896 -12%
ANC
599
Ames National Corp
Iowa
$1.78M -$5.36K -20 -0.3%
AG
600
AIA Group
Hong Kong
$1.77M +$1.7M +6,351 New