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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
BEI
626
Benjamin Edwards Inc
Missouri
$1.65M -$191K -712 -11%
MYAM
627
Meiji Yasuda Asset Management
Japan
$1.64M -$427K -1,595 -21%
MPWT
628
MassMutual Private Wealth & Trust
Connecticut
$1.64M +$1.13M +4,212 +253%
MAS
629
Meeder Advisory Services
Ohio
$1.63M -$8.84K -33 -0.6%
GAM
630
Groupama Asset Management
France
$1.61M +$1.55M +5,783 New
GWP
631
Gen-Wealth Partners
Michigan
$1.61M +$131K +489 +9%
MLA
632
MB, Levis & Associates
Pennsylvania
$1.61M -$104K -389 -6%
STA
633
Summit Trail Advisors
New York
$1.61M +$571K +2,131 +59%
CC
634
Corsicana & Co
Texas
$1.59M +$1.53M +5,709 New
MYIA
635
Mount Yale Investment Advisors
Colorado
$1.59M +$1.03M +3,846 +207%
PF
636
Phoenix Financial
Israel
$1.59M +$601K +2,245 +65%
YIH
637
Y-Intercept (HK)
Hong Kong
$1.58M -$1.33M -4,955 -47%
KCM
638
Kathmere Capital Management
Pennsylvania
$1.56M -$103K -385 -6%
CIC
639
Cornercap Investment Counsel
Georgia
$1.56M -$24.1K -90 -2%
HWM
640
HighMark Wealth Management
Minnesota
$1.56M +$1.07K +4 +0.1%
DAS
641
Dynamic Advisor Solutions
Arizona
$1.55M +$74.4K +278 +5%
DWT
642
Dorsey & Whitney Trust
South Dakota
$1.55M +$202K +754 +16%
WA
643
Wealth Alliance
New York
$1.55M -$38.8K -145 -3%
WA
644
Waverly Advisors
Alabama
$1.54M +$131K +490 +10%
ACM
645
Academy Capital Management
Texas
$1.54M -$246K -917 -14%
CCM
646
Coldstream Capital Management
Washington
$1.53M +$145K +542 +11%
EWM
647
Elmwood Wealth Management
California
$1.52M -$9.37K -35 -0.6%
TCOV
648
Trust Company of Vermont
Vermont
$1.52M -$57.8K -216 -4%
AI
649
Arvest Investments
Arkansas
$1.51M -$19.5K -73 -1%
LBC
650
Lowe Brockenbrough & Co
Virginia
$1.51M -$3.48K -13 -0.2%