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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
ABWM
1076
Alpine Bank Wealth Management
Colorado
$388K -$1.34K -5 -0.4%
WA
1077
Wealthstar Advisors
Texas
$387K
NHT
1078
New Hampshire Trust
New Hampshire
$387K +$8.03K +30 +2%
LAI
1079
Legal Advantage Investments
California
$385K
RPGK
1080
Retirement Planning Group (Kansas)
Kansas
$382K +$17.7K +66 +5%
PL
1081
Plancorp LLC
Missouri
$382K -$2.68K -10 -0.7%
RG
1082
Rathbones Group
United Kingdom
$381K +$53.6K +200 +17%
AWM
1083
Atticus Wealth Management
Florida
$381K +$125K +466 +52%
SFI
1084
SPC Financial Inc
Maryland
$380K +$2.95K +11 +0.8%
CAG
1085
Csenge Advisory Group
Florida
$377K +$4.82K +18 +1%
DJSG
1086
D.J. St. Germain
Massachusetts
$374K -$7.77K -29 -2%
DOA
1087
D'Orazio & Associates
Virginia
$374K -$24.4K -91 -6%
NB
1088
NBT Bank
New York
$373K
MSA
1089
Marino Stram & Associates
Massachusetts
$373K +$57.6K +215 +19%
SFS
1090
Strategic Financial Services
New York
$372K +$268 +1 +0.1%
JTWM
1091
Jackson Thornton Wealth Management
Alabama
$371K +$351K +1,311 New
WCM
1092
Windsor Capital Management
Arizona
$370K -$4.02K -15 -1%
CT
1093
Caldwell Trust
Florida
$367K +$39.9K +149 +13%
BBA
1094
BLB&B Advisors
Pennsylvania
$367K +$8.57K +32 +2%
ST
1095
Somerset Trust
Pennsylvania
$366K +$268 +1 +0.1%
MWA
1096
Medallion Wealth Advisors
Connecticut
$366K
RG
1097
Renaissance Group
Kentucky
$365K
VST
1098
Van Strum & Towne
California
$364K
CFM
1099
Catalyst Funds Management
Australia
$363K +$348K +1,300 New
IA
1100
Integrity Alliance
Iowa
$363K +$348K +1,300 New