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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
SDAM
1226
Shulman DeMeo Asset Management
New York
$285K +$268 +1 +0.1%
KPWG
1227
KFA Private Wealth Group
Virginia
$285K +$273K +1,020 New
WI
1228
Wedgewood Investors
Pennsylvania
$285K
VWM
1229
Vermillion Wealth Management
Minnesota
$285K +$67.5K +252 +33%
DWS
1230
Dynamic Wealth Strategies
California
$284K +$12.1K +45 +5%
VCM
1231
Vision Capital Management
Oregon
$283K +$3.48K +13 +1%
AWM
1232
Avior Wealth Management
Nebraska
$283K -$45.3K -169 -14%
GIA
1233
Gladstone Institutional Advisory
Florida
$283K +$39.1K +146 +17%
TPCM
1234
Templeton & Phillips Capital Management
Tennessee
$281K
MWM
1235
Marietta Wealth Management
Georgia
$281K +$269K +1,005 New
NCM
1236
Next Capital Management
New York
$280K
QFA
1237
Quantum Financial Advisors
California
$279K
MCM
1238
Mill Capital Management
North Carolina
$279K
RWI
1239
Red Wave Investments
Pennsylvania
$279K
SBWIC
1240
Schaper Benz & Wise Investment Counsel
Wisconsin
$279K
LT
1241
Legacy Trust
Michigan
$279K +$9.91K +37 +4%
ST
1242
Sageworth Trust
Pennsylvania
$279K
PVI
1243
Pine Valley Investments
New Jersey
$279K +$58.4K +218 +28%
FC
1244
Financial Council
Maryland
$278K
STAS
1245
Strong Tower Advisory Services
Minnesota
$277K
BFA
1246
Bragg Financial Advisors
North Carolina
$277K
MFG
1247
Magnus Financial Group
New York
$277K +$536 +2 +0.2%
TBNY
1248
Trustco Bank (New York)
New York
$276K
GSIS
1249
Global Strategic Investment Solutions
Arizona
$275K
AWE
1250
Avidian Wealth Enterprises
Texas
$275K +$16.9K +63 +7%