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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
OWA
1126
One Wealth Advisors
California
$342K
AMG
1127
Advisors Management Group
Wisconsin
$339K
HI
1128
Harbour Investments
Wisconsin
$339K -$110K -411 -25%
ASG
1129
Ariston Services Group
California
$338K
SS
1130
Sunbelt Securities
Texas
$338K +$5.62K +21 +2%
PP
1131
Patten & Patten
Tennessee
$337K +$1.87K +7 +0.6%
CPA
1132
Capital Performance Advisors
California
$337K +$62.4K +233 +24%
MSFS
1133
Main Street Financial Solutions
Pennsylvania
$337K +$21.7K +81 +7%
GSWM
1134
Greenup Street Wealth Management
Michigan
$336K
NA
1135
Nestegg Advisors
New York
$336K +$268 +1 +0.1%
QFW
1136
QTR Family Wealth
Florida
$336K +$70.7K +264 +28%
BIG
1137
Builder Investment Group
Georgia
$335K
EC
1138
Enhancing Capital
Pennsylvania
$335K
MIC
1139
Means Investment Company
Maine
$335K +$268 +1 +0.1%
OPA
1140
Old Port Advisors
Maine
$334K -$9.37K -35 -3%
AA
1141
Advisory Alpha
Michigan
$333K -$60.5K -226 -16%
MAG
1142
Mayfair Advisory Group
Alabama
$333K +$803 +3 +0.3%
KCP
1143
Kera Capital Partners
California
$333K +$319K +1,192 New
QC
1144
Quent Capital
New York
$332K +$15.8K +59 +5%
1C
1145
111 Capital
France
$331K +$318K +1,187 New
CI Investments Inc
1146
CI Investments Inc
Ontario, Canada
$331K -$51.1K -191 -14%
RA
1147
Ruggaard & Associates
Ohio
$331K +$21.7K +81 +7%
CIA
1148
Caerus Investment Advisors
Texas
$331K +$317K +1,184 New
BAG
1149
Bridgewealth Advisory Group
California
$330K +$803 +3 +0.3%
SGC
1150
Slocum, Gordon & Co
Rhode Island
$328K