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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
BAM
826
Brave Asset Management
New Jersey
$776K
WIA
827
World Investment Advisors
California
$773K +$158K +589 +27%
GVAG
828
Great Valley Advisor Group
Delaware
$769K -$8.57K -32 -1%
MMM
829
Mendel Money Management
Illinois
$766K
ABC
830
Associated Banc-Corp
Wisconsin
$763K
CAM
831
Chesapeake Asset Management
New York
$761K -$13.4K -50 -2%
SW
832
SkyOak Wealth
Michigan
$760K
BWP
833
Baldwin Wealth Partners
Massachusetts
$758K
ICP
834
Interchange Capital Partners
Pennsylvania
$757K +$63.7K +238 +10%
SWP
835
Sagespring Wealth Partners
Tennessee
$756K +$72.3K +270 +11%
MAM
836
Madison Asset Management
Wisconsin
$751K -$40.2K -150 -5%
HIP
837
HUB Investment Partners
Texas
$750K -$8.84K -33 -1%
AWM
838
AE Wealth Management
Kansas
$744K +$201K +750 +39%
AWM
839
Aries Wealth Management
Maine
$742K
IPW
840
Inlet Private Wealth
Florida
$740K +$16.3K +61 +2%
BONH
841
Bank of New Hampshire
New Hampshire
$739K -$19K -71 -3%
PW
842
PUREfi Wealth
Massachusetts
$738K +$96.7K +361 +16%
TAM
843
Trust Asset Management
Texas
$731K
WF
844
Welch & Forbes
Massachusetts
$729K
OFS
845
Orrstown Financial Services
Pennsylvania
$729K
Legacy Financial Group (Iowa)
846
Legacy Financial Group (Iowa)
Iowa
$729K +$6.16K +23 +0.9%
BIG
847
Brooklyn Investment Group
New York
$726K -$17.9K -67 -2%
SF
848
Summit Financial
New Jersey
$724K +$254K +949 +58%
AAM
849
Aureus Asset Management
Massachusetts
$723K -$201K -750 -22%
PNC
850
Park National Corp
Ohio
$718K -$2.14K -8 -0.3%