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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
BCM
876
Brookstone Capital Management
Illinois
$675K -$27.3K -102 -4%
MFIM
877
Mesirow Financial Investment Management
Illinois
$674K +$114K +426 +21%
LFG
878
Larson Financial Group
Missouri
$672K -$315K -1,175 -33%
NWM
879
Northcape Wealth Management
New York
$670K
AIM
880
Alhambra Investment Management
Florida
$670K +$18.7K +70 +3%
CIBC World Market
881
CIBC World Market
Ontario, Canada
$666K +$185K +689 +41%
BWM
882
Baron Wealth Management
Michigan
$666K -$10.2K -38 -2%
RC
883
Rexford Capital
Texas
$665K +$8.03K +30 +1%
JWM
884
Jeppson Wealth Management
California
$662K -$32.1K -120 -5%
TWA
885
TCI Wealth Advisors
Arizona
$659K +$1.61K +6 +0.3%
WFA
886
WJ Financial Advisors
Connecticut
$656K +$629K +2,349 New
1IA
887
1620 Investment Advisors
Massachusetts
$653K -$6.7K -25 -1%
MA
888
MONECO Advisors
Connecticut
$652K +$2.14K +8 +0.3%
LI
889
LMCG Investments
Massachusetts
$651K
PFA
890
Pure Financial Advisors
California
$651K +$46.9K +175 +8%
HWMO
891
Heritage Wealth Management (Ohio)
Ohio
$651K
MWPCG
892
Measured Wealth Private Client Group
New Hampshire
$649K -$90.8K -339 -13%
SWM
893
Salvus Wealth Management
New Jersey
$649K +$1.34K +5 +0.2%
FRM
894
Foundation Resource Management
Arkansas
$646K +$7.77K +29 +1%
STCOSD
895
Sageworth Trust Company of South Dakota
South Dakota
$644K
DTL
896
Dynamic Technology Lab
Singapore
$643K -$211K -788 -26%
DWP
897
Daymark Wealth Partners
Ohio
$640K +$3.21K +12 +0.5%
SIG
898
Sky Investment Group
Connecticut
$640K
KWA
899
Kingswood Wealth Advisors
California
$636K +$212K +790 +53%
UCB
900
United Community Bank
South Carolina
$633K -$16.1K -60 -3%