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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
PCG
1176
Prosperity Consulting Group
Maryland
$311K +$19.3K +72 +7%
MAM
1177
Mystic Asset Management
Rhode Island
$310K +$1.34K +5 +0.5%
FMII
1178
Farmers & Merchants Investments Inc
Nebraska
$309K
MWS
1179
MFA Wealth Services
California
$309K +$536 +2 +0.2%
SWTS
1180
Stonehaven Wealth & Tax Solutions
Wisconsin
$307K -$5.62K -21 -2%
BCM
1181
Blume Capital Management
California
$307K
CAGAS
1182
Capital Advisory Group Advisory Services
Minnesota
$306K -$5.62K -21 -2%
SMA
1183
Seven Mile Advisory
New Jersey
$306K +$293K +1,094 New
AFGAS
1184
Allegiance Financial Group Advisory Services
Virginia
$305K +$2.41K +9 +0.8%
CB
1185
Centennial Bank
Arkansas
$305K -$66.9K -250 -19%
GS
1186
GWN Securities
Florida
$305K -$370K -1,381 -57%
FOA
1187
Five Oceans Advisors
California
$304K -$12.1K -45 -4%
SAM
1188
Sawgrass Asset Management
Florida
$303K -$10.7K -40 -4%
CCC
1189
Compass Capital Corp
Massachusetts
$302K -$34K -127 -11%
JCIA
1190
Jackson Creek Investment Advisors
Colorado
$301K -$5.62K -21 -2%
BCG
1191
Breakwater Capital Group
New Jersey
$300K
LAM
1192
Longboard Asset Management
Arizona
$300K
CA
1193
Crumly & Associates
Illinois
$300K +$288K +1,074 New
CA
1194
Cornerstone Advisory
Maryland
$299K +$12.1K +45 +4%
RCAG
1195
Rehmann Capital Advisory Group
Michigan
$299K +$286K +1,069 New
CST
1196
Charles Schwab Trust
Nevada
$298K
EI
1197
EDMP Inc
Florida
$298K +$32.9K +123 +13%
SPAS
1198
Spectrum Planning & Advisory Services
California
$297K -$1.87K -7 -0.7%
KFI
1199
Key Financial Inc
Pennsylvania
$297K +$1.61K +6 +0.6%
TW
1200
TritonPoint Wealth
Maryland
$297K -$8.3K -31 -3%