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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
PI
751
PFG Investments
New York
$1.01M -$24.4K -91 -2%
SM
752
Salzhauer Michael
$1M +$187K +700 New
GS
753
GTS Securities
New York
$1M +$962K +3,594 New
AAIS
754
ABN AMRO Investment Solutions
$996K
LCGC
755
Legacy Capital Group California
California
$995K +$954K +3,562 New
CTC
756
Central Trust Company
Missouri
$990K +$8.3K +31 +0.9%
FIA
757
Foundations Investment Advisors
Arizona
$990K +$107K +398 +13%
LA
758
LVW Advisors
New York
$988K +$19.5K +73 +2%
BWAM
759
Boyd Watterson Asset Management
Ohio
$988K
IQI
760
Integrated Quantitative Investments
Washington
$983K
ACM
761
Aljian Capital Management
Nevada
$978K -$1.34K -5 -0.1%
WSFS
762
Wilmington Savings Fund Society
Delaware
$974K -$1.94M -7,257 -68%
PWMAG
763
Pinnacle Wealth Management Advisory Group
New Jersey
$965K
QIM
764
Quantitative Investment Management
Virginia
$963K +$924K +3,449 New
JFA
765
JNBA Financial Advisors
Minnesota
$959K +$178K +666 +24%
PS
766
Principal Securities
Iowa
$943K +$69.6K +260 +8%
TE
767
Tema ETFs
New York
$942K +$904K +3,375 New
RI
768
Rinkey Investments
California
$940K +$902K +3,368 New
LAIC
769
Lederer & Associates Investment Counsel
California
$937K
TWM
770
Tradition Wealth Management
Minnesota
$935K +$2.95K +11 +0.3%
PHK
771
Point72 Hong Kong
Hong Kong
$933K +$894K +3,340 New
BRWA
772
B. Riley Wealth Advisors
Florida
$933K -$428K -1,600 -32%
JWBC
773
J.W. Burns & Co
New York
$930K -$11.5K -43 -1%
MDA
774
Minot DeBlois Advisors
Massachusetts
$929K +$4.55K +17 +0.5%
SC
775
Searle & Co
Connecticut
$923K