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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
SWM
976
SeaCrest Wealth Management
New York
$513K -$4.29K -16 -0.9%
PPWP
977
Premier Path Wealth Partners
New Jersey
$509K +$6.96K +26 +1%
4A
978
4Wealth Advisors
Illinois
$509K +$37.5K +140 +8%
ACM
979
Advisors Capital Management
New Jersey
$508K +$4.02K +15 +0.8%
TCBWMS
980
Texas Capital Bank Wealth Management Services
Texas
$507K -$63.2K -236 -12%
CL
981
CSS LLC
Illinois
$503K -$102K -380 -17%
NIM
982
Northeast Investment Management
Massachusetts
$503K -$26.8K -100 -5%
SAA
983
Southeast Asset Advisors
Georgia
$503K +$26.8K +100 +6%
RT
984
Rockland Trust
Massachusetts
$493K -$49.8K -186 -10%
GRP
985
Global Retirement Partners
California
$492K -$57.8K -216 -11%
LIM
986
Longfellow Investment Management
Massachusetts
$490K +$470K +1,755 New
DWM
987
Drive Wealth Management
Utah
$489K -$536 -2 -0.1%
SCP
988
Sivia Capital Partners
California
$489K +$78.7K +294 +20%
LIA
989
LBMC Investment Advisors
Tennessee
$489K +$469K +1,750 New
WB
990
WesBanco Bank
West Virginia
$487K
CB
991
Community Bank
New York
$486K -$155K -580 -25%
BHPW
992
Beverly Hills Private Wealth
California
$485K -$268 -1 -0.1%
MWM
993
Modern Wealth Management
Kansas
$485K +$1.07K +4 +0.2%
SA
994
Sylvest Advisors
Texas
$484K -$28.1K -105 -6%
PCS
995
Personal CFO Solutions
New Jersey
$484K +$19.3K +72 +4%
CAM
996
Cidel Asset Management
Ontario, Canada
$484K -$76.1K -284 -14%
PBC
997
Pavion Blue Capital
California
$481K
DWM
998
Destination Wealth Management
California
$481K -$4.82K -18 -1%
MPIA
999
Mountain Pacific Investment Advisers
Idaho
$480K -$40.2K -150 -8%
SFC
1000
SYM Financial Corp
Indiana
$478K +$18.7K +70 +4%