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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
WAP
1101
Wealthcare Advisory Partners
Pennsylvania
$362K -$5.89K -22 -2%
SSC
1102
Syverson Strege & Co
Iowa
$362K -$26K -97 -7%
SWA
1103
Stratos Wealth Advisors
Ohio
$361K +$50.3K +188 +17%
RDWM
1104
Red Door Wealth Management
Tennessee
$361K -$7.23K -27 -2%
DAM
1105
Delta Asset Management
Tennessee
$360K +$536 +2 +0.2%
LOPW
1106
Live Oak Private Wealth
North Carolina
$359K
NI
1107
NDVR Inc
Massachusetts
$358K -$6.96K -26 -2%
SW
1108
SVB Wealth
Massachusetts
$358K -$19.8K -74 -5%
NG
1109
Novem Group
New York
$356K -$58.9K -220 -15%
FFG
1110
Fiduciary Financial Group
California
$356K -$2.14K -8 -0.6%
DP
1111
Dearborn Partners
Illinois
$353K
CAC
1112
Core Alternative Capital
Georgia
$351K +$3.48K +13 +1%
MCM
1113
Monument Capital Management
Virginia
$351K -$79.8K -298 -19%
CSC
1114
Caldwell Sutter Capital
California
$351K +$1.34K +5 +0.4%
CWM
1115
Cornerstone Wealth Management
Missouri
$350K -$268 -1 -0.1%
LCM
1116
Liberty Capital Management
Michigan
$350K
WA
1117
Wealth Architects
California
$350K +$2.95K +11 +0.9%
PMFA
1118
Plante Moran Financial Advisors
Michigan
$349K
CCA
1119
Childress Capital Advisors
Texas
$345K +$25.2K +94 +8%
SPI
1120
Santori & Peters Inc
Pennsylvania
$345K
FZCM
1121
Flynn Zito Capital Management
New York
$345K -$268 -1 -0.1%
KP
1122
Keel Point
Alabama
$345K +$12.1K +45 +4%
SRC
1123
Sage Rhino Capital
California
$345K
WE
1124
Wealth Effects
Massachusetts
$344K +$268 +1 +0.1%
CFP
1125
Catalyst Financial Partners
Massachusetts
$343K +$1.07K +4 +0.3%