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Travelers Companies

1,639 hedge funds and large institutions have $51.7B invested in Travelers Companies in 2025 Q3 according to their latest regulatory filings, with 158 funds opening new positions, 568 increasing their positions, 561 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

1% more repeat investments, than reductions

Existing positions increased: 568 | Existing positions reduced: 561

1.52% less ownership

Funds ownership: 83.7%82.18% (-1.5%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
1,639
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$196M
Puts
$158M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JF
726
JSF Financial
California
$1.09M
SC
727
SummitTX Capital
Texas
$1.09M
IPW
728
Impact Partnership Wealth
Georgia
$1.07M
SSA
729
Schonfeld Strategic Advisors
New York
$1.07M
MWM
730
Mission Wealth Management
California
$1.06M
FW
731
FullCircle Wealth
Texas
$1.06M
BFS
732
Bard Financial Services
Connecticut
$1.05M
HNW
733
High Note Wealth
Minnesota
$1.05M
SC
734
Syon Capital
California
$1.04M
FMTC
735
Farmers & Merchants Trust Company
California
$1.04M
KCM
736
Kanawha Capital Management
Virginia
$1.04M
TAM
737
Tocqueville Asset Management
New York
$1.04M
CBUSF
738
Construction & Building Unions Superannuation Fund
Australia
$1.03M
ST
739
Smithfield Trust
Pennsylvania
$1.03M
SIA
740
Soltis Investment Advisors
Utah
$1.03M
ANTB
741
AMG National Trust Bank
Colorado
$1.02M
1NWS
742
1 North Wealth Services
Maryland
$1.02M
GP
743
Guardian Partners
Canada
$1.01M
PI
744
PFG Investments
New York
$1.01M
SM
745
Salzhauer Michael
$1M
GS
746
GTS Securities
New York
$1M
AAIS
747
ABN AMRO Investment Solutions
$996K
LCGC
748
Legacy Capital Group California
California
$995K
CTC
749
Central Trust Company
Missouri
$990K
FIA
750
Foundations Investment Advisors
Arizona
$990K