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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
PWA
676
Providence Wealth Advisors
Illinois
$1.36M +$12.1K +45 +0.9%
CMI
677
Clare Market Investments
Texas
$1.36M +$254K +949 +24%
HDIM
678
Hanson & Doremus Investment Management
Vermont
$1.34M -$1.07K -4 -0.1%
RE
679
Rydar Equities
Texas
$1.33M -$8.57K -32 -0.7%
GWM
680
Geneos Wealth Management
Colorado
$1.33M -$211K -788 -14%
RBWA
681
RFG - Bristol Wealth Advisors
Massachusetts
$1.31M -$90.8K -339 -7%
DC
682
Davenport & Co
Virginia
$1.31M +$65.6K +245 +5%
NWAG
683
Net Worth Advisory Group
Utah
$1.3M -$228K -851 -15%
FFM
684
Forum Financial Management
Illinois
$1.3M +$60.5K +226 +5%
FNBT
685
FineMark National Bank & Trust
Florida
$1.29M -$116K -434 -9%
PG
686
Prostatis Group
Maryland
$1.29M +$162K +606 +15%
CRI
687
Commonwealth Retirement Investments
Virginia
$1.29M +$130K +486 +12%
TFA
688
Transamerica Financial Advisors
Florida
$1.28M -$9.64K -36 -0.8%
PA
689
Procyon Advisors
Connecticut
$1.27M +$549K +2,052 +82%
JF
690
Jump Financial
Illinois
$1.27M +$1.22M +4,541 New
SYBT
691
Stock Yards Bank & Trust
Kentucky
$1.27M -$66.9K -250 -5%
B
692
Bailard
California
$1.26M -$45.5K -170 -4%
EH
693
Equitable Holdings
New York
$1.26M +$56.2K +210 +5%
CPCPP
694
Canada Post Corporation Pension Plan
Canada
$1.25M +$225K +840 +23%
CWM
695
Calamos Wealth Management
Illinois
$1.25M +$43.4K +162 +4%
CFO
696
Callan Family Office
Pennsylvania
$1.25M -$219K -818 -15%
TSS
697
Two Sigma Securities
New York
$1.23M +$1.18M +4,391 New
BIM
698
Bridges Investment Management
Nebraska
$1.22M
AFA
699
AA Financial Advisors
Ohio
$1.22M +$120K +447 +11%
IAMOG
700
Investors Asset Management of Georgia
Georgia
$1.22M