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Travelers Companies

1,659 hedge funds and large institutions have $51.8B invested in Travelers Companies in 2025 Q3 according to their latest regulatory filings, with 158 funds opening new positions, 578 increasing their positions, 564 reducing their positions, and 95 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

2% more capital invested

Capital invested by funds: $50.6B → $51.8B (+$1.19B)

1.49% less ownership

Funds ownership: 83.8%82.31% (-1.5%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
1,659
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
SB
1051
Simmons Bank
Arkansas
$406K
AWA
1052
Aaron Wealth Advisors
Illinois
$405K
WG
1053
Welch Group
Alabama
$405K
MA
1054
MKT Advisors
California
$404K
DIA
1055
Dana Investment Advisors
Wisconsin
$404K
EWM
1056
Evermay Wealth Management
Virginia
$403K
TIA
1057
Tiemann Investment Advisors
California
$403K
RWP
1058
RWA Wealth Partners
Massachusetts
$403K
IC
1059
Inscription Capital
Texas
$403K
MPIA
1060
Milestones Private Investment Advisors
New York
$402K
HNWA
1061
Henrickson Nauta Wealth Advisors
Michigan
$402K
HPBT
1062
Hickory Point Bank & Trust
Illinois
$396K
FWM
1063
ForthRight Wealth Management
Georgia
$395K
AO
1064
Advisor OS
Illinois
$394K
AIM
1065
Aspen Investment Management
Michigan
$393K
GWWM
1066
Great Waters Wealth Management
Minnesota
$393K
RA
1067
Riversedge Advisors
Delaware
$391K
MSS
1068
Mitchell Sinkler & Starr
Pennsylvania
$391K
WIC
1069
Woodmont Investment Counsel
Tennessee
$390K
WIM
1070
WealthPlan Investment Management
Nebraska
$389K
MCWS
1071
McKinley Carter Wealth Services
West Virginia
$389K
WWC
1072
Waypoint Wealth Counsel
Georgia
$389K
ABWM
1073
Alpine Bank Wealth Management
Colorado
$388K
WA
1074
Wealthstar Advisors
Texas
$387K
NHT
1075
New Hampshire Trust
New Hampshire
$387K