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Travelers Companies

1,659 hedge funds and large institutions have $51.8B invested in Travelers Companies in 2025 Q3 according to their latest regulatory filings, with 158 funds opening new positions, 578 increasing their positions, 564 reducing their positions, and 95 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

2% more capital invested

Capital invested by funds: $50.6B → $51.8B (+$1.19B)

1.49% less ownership

Funds ownership: 83.8%82.31% (-1.5%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
1,659
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
MAM
726
MWA Asset Management
Massachusetts
$1.12M
LTAS
727
Linden Thomas Advisory Services
North Carolina
$1.12M
CC
728
Courier Capital
New York
$1.12M
SCM
729
Sterneck Capital Management
Missouri
$1.12M
YIM
730
Yoffe Investment Management
Pennsylvania
$1.11M
JF
731
JSF Financial
California
$1.09M
SC
732
SummitTX Capital
Texas
$1.09M
IPW
733
Impact Partnership Wealth
Georgia
$1.07M
SSA
734
Schonfeld Strategic Advisors
New York
$1.07M
MWM
735
Mission Wealth Management
California
$1.06M
FW
736
FullCircle Wealth
Texas
$1.06M
BFS
737
Bard Financial Services
Connecticut
$1.05M
HNW
738
High Note Wealth
Minnesota
$1.05M
SC
739
Syon Capital
California
$1.04M
FMTC
740
Farmers & Merchants Trust Company
California
$1.04M
KCM
741
Kanawha Capital Management
Virginia
$1.04M
TAM
742
Tocqueville Asset Management
New York
$1.04M
CBUSF
743
Construction & Building Unions Superannuation Fund
Australia
$1.03M
ST
744
Smithfield Trust
Pennsylvania
$1.03M
SIA
745
Soltis Investment Advisors
Utah
$1.03M
ANTB
746
AMG National Trust Bank
Colorado
$1.02M
1NWS
747
1 North Wealth Services
Maryland
$1.02M
GP
748
Guardian Partners
Canada
$1.01M
PI
749
PFG Investments
New York
$1.01M
SM
750
Salzhauer Michael
$1M