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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
PWC
601
PYA Waltman Capital
Tennessee
$1.77M +$52.8K +197 +3%
PCMU
602
Paragon Capital Management (Utah)
Utah
$1.76M -$67.7K -253 -4%
FT
603
Fiduciary Trust
Massachusetts
$1.76M +$64.8K +242 +4%
BJL
604
Brighton Jones LLC
Washington
$1.75M +$411K +1,533 +32%
LI
605
LRI Investments
Florida
$1.75M +$13.1K +49 +0.8%
KPWS
606
Kestra Private Wealth Services
Texas
$1.73M +$96.4K +360 +6%
CA
607
Cornerstone Advisors
North Carolina
$1.73M -$803K -3,000 -33%
DWA
608
Douglass Winthrop Advisors
New York
$1.72M +$208K +776 +14%
VDI
609
Vaughan David Investments
Illinois
$1.71M
FFA
610
Farther Finance Advisors
California
$1.71M +$702K +2,621 +75%
ATPW
611
Ashton Thomas Private Wealth
Arizona
$1.7M -$803 -3 -0%
MNBTD
612
Moody National Bank Trust Division
Texas
$1.7M -$75K -280 -4%
MSA
613
MUFG Securities Americas
New York
$1.7M +$281K +1,051 +21%
ACM
614
Aster Capital Management
United Arab Emirates
$1.69M +$1.5M +5,589 +1,184%
FC
615
Farringdon Capital
United Kingdom
$1.69M +$1.35M +5,039 +499%
SM
616
Sciencast Management
New Jersey
$1.68M +$1.62M +6,034 New
CM
617
Capula Management
Cayman Islands
$1.68M +$1.61M +6,027 New
CA
618
Claro Advisors
Massachusetts
$1.68M -$23.3K -87 -1%
EWM
619
Empirical Wealth Management
Washington
$1.68M -$49.3K -184 -3%
SW
620
SlateStone Wealth
Florida
$1.67M +$51.7K +193 +3%
KRSITF
621
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.66M -$53.3K -199 -3%
NSEDCP
622
NJ State Employees Deferred Compensation Plan
New Jersey
$1.66M
SDIC
623
South Dakota Investment Council
South Dakota
$1.66M -$295K -1,100 -16%
CIA
624
Concurrent Investment Advisors
Florida
$1.65M
PS
625
Pensionfund Sabic
Netherlands
$1.65M