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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
AIC
1251
Archer Investment Corporation
Indiana
$274K
SWA
1252
SFMG Wealth Advisors
Texas
$273K +$1.87K +7 +0.7%
BBI
1253
Baxter Bros Inc
Connecticut
$271K
TT
1254
TI-Trust
Illinois
$271K
SFG
1255
Sovereign Financial Group
Connecticut
$270K -$268 -1 -0.1%
RA
1256
RFG Advisory
Alabama
$270K +$17.7K +66 +7%
PWG
1257
Portside Wealth Group
Utah
$270K -$17.1K -64 -6%
CPBTD
1258
Central Pacific Bank - Trust Division
Hawaii
$270K -$15K -56 -5%
WSWA
1259
Warren Street Wealth Advisors
California
$270K +$7.5K +28 +3%
CGF
1260
Constant Guidance Financial
Massachusetts
$269K +$258K +965 New
UAG
1261
United Advisor Group
Ohio
$269K -$75K -280 -22%
FWM
1262
Focused Wealth Management
New York
$269K +$1.07K +4 +0.4%
NW
1263
Naviter Wealth
Arkansas
$269K +$21.4K +80 +9%
KFG
1264
Kelly Financial Group
Connecticut
$268K
MWM
1265
Meridian Wealth Management
Kentucky
$268K +$4.55K +17 +2%
TGIA
1266
Torrey Growth & Income Advisors
California
$266K +$255K +953 New
EI
1267
Ellevest Inc
New York
$266K +$1.34K +5 +0.5%
PCA
1268
Prosperity Capital Advisors
Ohio
$266K +$255K +952 New
SAG
1269
SageView Advisory Group
California
$265K
PFM
1270
Patton Fund Management
Texas
$265K -$2.33M -8,692 -90%
SMC
1271
Smith, Moore & Co
Missouri
$264K
BFA
1272
Brendel Financial Advisors
New Hampshire
$264K
IWM
1273
Iams Wealth Management
Nebraska
$263K +$253K +943 New
LGA
1274
Lebenthal Global Advisors
New York
$262K -$13.4K -50 -5%
GKWIM
1275
Gerber Kawasaki Wealth & Investment Management
California
$261K +$5.09K +19 +2%