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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
LNB
926
Ledyard National Bank
$586K
CDDEC
927
Caisse Des Depots Et Consignations
France
$584K
SOW
928
State of Wyoming
Wyoming
$581K +$46.6K +174 +9%
WFI
929
West Family Investments
California
$580K +$4.82K +18 +0.9%
MLL
930
Moody Lynn & Lieberson
Massachusetts
$575K -$67.2K -251 -11%
LA
931
Lifeworks Advisors
Michigan
$575K -$7.77K -29 -1%
DI
932
Diligent Investors
California
$574K
AIP
933
Ameritas Investment Partners
Nebraska
$573K -$28.9K -108 -5%
IAIM
934
International Assets Investment Management
Florida
$567K
UCMOK
935
United Capital Management of KS
Kansas
$567K +$543K +2,029 New
BPC
936
Bearing Point Capital
Minnesota
$564K
AC
937
AlphaCore Capital
California
$563K +$137K +511 +34%
POIA
938
Pin Oak Investment Advisors
Texas
$563K +$273K +1,019 +102%
PMSA
939
Patrick M. Sweeney & Associates
Illinois
$563K
MSFP
940
Mark Sheptoff Financial Planning
Connecticut
$563K
PMWMG
941
Parr McKnight Wealth Management Group
Minnesota
$562K
FGA
942
Fortis Group Advisors
New Jersey
$560K +$2.14K +8 +0.4%
DWM
943
Defined Wealth Management
Oregon
$560K +$803 +3 +0.1%
FB
944
Finward Bancorp
Indiana
$558K -$42.8K -160 -7%
FTC
945
Farmers Trust Company
Ohio
$554K
PJSIMP
946
P.J. Schmidt Investment Management (PJS)
Wisconsin
$552K +$4.82K +18 +0.9%
JSW
947
Journey Strategic Wealth
New Jersey
$551K +$121K +451 +30%
PP
948
PDS Planning
Ohio
$548K -$2.41K -9 -0.5%
WAM
949
WFA Asset Management
Wisconsin
$548K +$2.68K +10 +0.4%
BWM
950
Brown Wealth Management
Illinois
$545K +$5.89K +22 +1%