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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
AWA
701
Arkadios Wealth Advisors
Georgia
$1.2M +$346K +1,291 +43%
MSE
702
MUFG Securities EMEA
United Kingdom
$1.2M +$975K +3,641 +545%
SG
703
Somerset Group
Minnesota
$1.2M
CBA
704
Coastal Bridge Advisors
Connecticut
$1.2M -$19.3K -72 -2%
ET
705
Equitable Trust
Tennessee
$1.2M
JC
706
JB Capital
Connecticut
$1.17M +$27.3K +102 +2%
TF
707
Tudor Financial
Ohio
$1.17M
CRC
708
Curi RMB Capital
Illinois
$1.17M +$39.9K +149 +4%
Wolverine Trading
709
Wolverine Trading
Illinois
$1.17M +$1.13M +4,219 New
AHB
710
Abner Herrman & Brock
New Jersey
$1.17M +$1.12M +4,177 New
ZBNA
711
Zions Bancorporation, National Association
Utah
$1.17M -$138K -515 -11%
TBT
712
Texas Bank & Trust
Texas
$1.16M -$28.1K -105 -2%
TL
713
Tradewinds LLC
North Carolina
$1.16M +$1.12M +4,164 New
ETC
714
Exchange Traded Concepts
Oklahoma
$1.15M +$879K +3,281 +384%
IA
715
IFC Advisors
California
$1.15M +$536 +2 +0%
RIL
716
Rothschild Investment LLC
Illinois
$1.15M +$116K +434 +12%
WPA
717
West Paces Advisors
Georgia
$1.15M
VRM
718
Vectors Research Management
New York
$1.14M
WC
719
Westerkirk Capital
$1.14M
FTWA
720
Fifth Third Wealth Advisors
Ohio
$1.14M +$10.7K +40 +1%
FLPIM
721
F.L. Putnam Investment Management
Massachusetts
$1.14M -$146K -544 -12%
FWM
722
Forza Wealth Management
Florida
$1.14M
PWAM
723
Private Wealth Asset Management
Iowa
$1.13M -$80.3K -300 -7%
HSA
724
HBK Sorce Advisory
Pennsylvania
$1.13M +$7.23K +27 +0.6%
AFG
725
Atomi Financial Group
New York
$1.12M +$168K +628 +18%