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Travelers Companies

1,641 hedge funds and large institutions have $51.7B invested in Travelers Companies in 2025 Q3 according to their latest regulatory filings, with 158 funds opening new positions, 569 increasing their positions, 561 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

1% more repeat investments, than reductions

Existing positions increased: 569 | Existing positions reduced: 561

1.6% less ownership

Funds ownership: 83.78%82.18% (-1.6%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
1,641
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$196M
Puts
$158M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TIA
1051
Tiemann Investment Advisors
California
$403K
RWP
1052
RWA Wealth Partners
Massachusetts
$403K
IC
1053
Inscription Capital
Texas
$403K
MPIA
1054
Milestones Private Investment Advisors
New York
$402K
HNWA
1055
Henrickson Nauta Wealth Advisors
Michigan
$402K
HPBT
1056
Hickory Point Bank & Trust
Illinois
$396K
FWM
1057
ForthRight Wealth Management
Georgia
$395K
AO
1058
Advisor OS
Illinois
$394K
AIM
1059
Aspen Investment Management
Michigan
$393K
GWWM
1060
Great Waters Wealth Management
Minnesota
$393K
RA
1061
Riversedge Advisors
Delaware
$391K
MSS
1062
Mitchell Sinkler & Starr
Pennsylvania
$391K
WIC
1063
Woodmont Investment Counsel
Tennessee
$390K
WIM
1064
WealthPlan Investment Management
Nebraska
$389K
MCWS
1065
McKinley Carter Wealth Services
West Virginia
$389K
WWC
1066
Waypoint Wealth Counsel
Georgia
$389K
ABWM
1067
Alpine Bank Wealth Management
Colorado
$388K
WA
1068
Wealthstar Advisors
Texas
$387K
NHT
1069
New Hampshire Trust
New Hampshire
$387K
LAI
1070
Legal Advantage Investments
California
$385K
RPGK
1071
Retirement Planning Group (Kansas)
Kansas
$382K
PL
1072
Plancorp LLC
Missouri
$382K
RG
1073
Rathbones Group
United Kingdom
$381K
AWM
1074
Atticus Wealth Management
Florida
$381K
SFI
1075
SPC Financial Inc
Maryland
$380K