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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
EP
726
Essential Partners
California
$1.12M +$81.4K +304 +8%
SAM
727
Smartleaf Asset Management
Massachusetts
$1.12M +$305K +1,140 +39%
MAM
728
MWA Asset Management
Massachusetts
$1.12M +$9.11K +34 +0.9%
LTAS
729
Linden Thomas Advisory Services
North Carolina
$1.12M +$85.2K +318 +9%
CC
730
Courier Capital
New York
$1.12M -$540K -2,018 -34%
SCM
731
Sterneck Capital Management
Missouri
$1.12M
YIM
732
Yoffe Investment Management
Pennsylvania
$1.11M
JF
733
JSF Financial
California
$1.09M +$1.05M +3,904 New
SC
734
SummitTX Capital
Texas
$1.09M -$453K -1,690 -30%
IPW
735
Impact Partnership Wealth
Georgia
$1.07M +$256K +955 +33%
SSA
736
Schonfeld Strategic Advisors
New York
$1.07M +$1.03M +3,829 New
MWM
737
Mission Wealth Management
California
$1.06M +$161K +603 +19%
FW
738
FullCircle Wealth
Texas
$1.06M -$12.1K -45 -1%
BFS
739
Bard Financial Services
Connecticut
$1.05M
HNW
740
High Note Wealth
Minnesota
$1.05M +$268 +1 +0%
SC
741
Syon Capital
California
$1.04M +$138K +517 +16%
FMTC
742
Farmers & Merchants Trust Company
California
$1.04M -$193K -721 -16%
KCM
743
Kanawha Capital Management
Virginia
$1.04M
TAM
744
Tocqueville Asset Management
New York
$1.04M -$107K -400 -10%
CBUSF
745
Construction & Building Unions Superannuation Fund
Australia
$1.03M +$53.6K +200 +6%
ST
746
Smithfield Trust
Pennsylvania
$1.03M
SIA
747
Soltis Investment Advisors
Utah
$1.03M +$42.8K +160 +5%
ANTB
748
AMG National Trust Bank
Colorado
$1.02M -$5.89K -22 -0.6%
1NWS
749
1 North Wealth Services
Maryland
$1.02M -$5.89K -22 -0.6%
GP
750
Guardian Partners
Canada
$1.01M