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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
WH
1151
Willner & Heller
California
$325K
WP
1152
Wealthspan Partners
Iowa
$324K
OBWG
1153
Onyx Bridge Wealth Group
New York
$324K
LWM
1154
Lyell Wealth Management
California
$322K
RCA
1155
Resonant Capital Advisors
Wisconsin
$322K
CFS
1156
CRA Financial Services
New Jersey
$321K
AAM
1157
Advisors Asset Management
Colorado
$321K
ECM
1158
EagleClaw Capital Management
Massachusetts
$320K
AA
1159
Alta Advisers
United Kingdom
$320K
GSEP
1160
Golden State Equity Partners
California
$319K
VF
1161
Virtu Financial
New York
$319K
FWA
1162
Flagship Wealth Advisors
Massachusetts
$318K
SCA
1163
Sippican Capital Advisors
Massachusetts
$317K
ZIM
1164
Zacks Investment Management
Illinois
$316K
AWM
1165
Accurate Wealth Management
Florida
$316K
WBC
1166
Westpac Banking Corp
Australia
$316K
KFGG
1167
Keystone Financial Group (Georgia)
Georgia
$316K
KAM
1168
Knightsbridge Asset Management
California
$315K
VA
1169
Valmark Advisers
Ohio
$315K
JWA
1170
JFS Wealth Advisors
Pennsylvania
$313K
PCG
1171
Prosperity Consulting Group
Maryland
$311K
MAM
1172
Mystic Asset Management
Rhode Island
$310K
FMII
1173
Farmers & Merchants Investments Inc
Nebraska
$309K
MWS
1174
MFA Wealth Services
California
$309K
SWTS
1175
Stonehaven Wealth & Tax Solutions
Wisconsin
$307K