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Travelers Companies

1,643 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, 570 increasing their positions, 562 reducing their positions, and 97 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: 570 | Existing positions reduced: 562

1.6% less ownership

Funds ownership: 83.78%82.18% (-1.6%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
1,643
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
YIM
726
Yoffe Investment Management
Pennsylvania
$1.11M
JF
727
JSF Financial
California
$1.09M
SC
728
SummitTX Capital
Texas
$1.09M
IPW
729
Impact Partnership Wealth
Georgia
$1.07M
SSA
730
Schonfeld Strategic Advisors
New York
$1.07M
MWM
731
Mission Wealth Management
California
$1.06M
FW
732
FullCircle Wealth
Texas
$1.06M
BFS
733
Bard Financial Services
Connecticut
$1.05M
HNW
734
High Note Wealth
Minnesota
$1.05M
SC
735
Syon Capital
California
$1.04M
FMTC
736
Farmers & Merchants Trust Company
California
$1.04M
KCM
737
Kanawha Capital Management
Virginia
$1.04M
TAM
738
Tocqueville Asset Management
New York
$1.04M
CBUSF
739
Construction & Building Unions Superannuation Fund
Australia
$1.03M
ST
740
Smithfield Trust
Pennsylvania
$1.03M
SIA
741
Soltis Investment Advisors
Utah
$1.03M
ANTB
742
AMG National Trust Bank
Colorado
$1.02M
1NWS
743
1 North Wealth Services
Maryland
$1.02M
GP
744
Guardian Partners
Canada
$1.01M
PI
745
PFG Investments
New York
$1.01M
SM
746
Salzhauer Michael
$1M
GS
747
GTS Securities
New York
$1M
AAIS
748
ABN AMRO Investment Solutions
$996K
LCGC
749
Legacy Capital Group California
California
$995K
CTC
750
Central Trust Company
Missouri
$990K