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Travelers Companies

1,643 hedge funds and large institutions have $51.7B invested in Travelers Companies in 2025 Q3 according to their latest regulatory filings, with 158 funds opening new positions, 570 increasing their positions, 562 reducing their positions, and 97 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 capital invested

Capital invested by funds: $ → $

1% more repeat investments, than reductions

Existing positions increased: 570 | Existing positions reduced: 562

1.6% less ownership

Funds ownership: 83.78%82.18% (-1.6%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
1,643
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
FWM
1251
Focused Wealth Management
New York
$269K
NW
1252
Naviter Wealth
Arkansas
$269K
KFG
1253
Kelly Financial Group
Connecticut
$268K
MWM
1254
Meridian Wealth Management
Kentucky
$268K
TGIA
1255
Torrey Growth & Income Advisors
California
$266K
EI
1256
Ellevest Inc
New York
$266K
PCA
1257
Prosperity Capital Advisors
Ohio
$266K
SAG
1258
SageView Advisory Group
California
$265K
PFM
1259
Patton Fund Management
Texas
$265K
SMC
1260
Smith, Moore & Co
Missouri
$264K
BFA
1261
Brendel Financial Advisors
New Hampshire
$264K
IWM
1262
Iams Wealth Management
Nebraska
$263K
LGA
1263
Lebenthal Global Advisors
New York
$262K
GKWIM
1264
Gerber Kawasaki Wealth & Investment Management
California
$261K
PDM
1265
Penn Davis McFarland
Texas
$261K
UAS
1266
United Asset Strategies
New York
$259K
ECM
1267
Eisler Capital Management
United Kingdom
$258K
GCM
1268
Genus Capital Management
British Columbia, Canada
$257K
BWM
1269
BNC Wealth Management
Oregon
$257K
ATS
1270
Ashton Thomas Securities
New York
$256K
APG
1271
Abacus Planning Group
South Carolina
$256K
HCMT
1272
Highland Capital Management (Tennessee)
Tennessee
$255K
IF
1273
Ironwood Financial
Arizona
$254K
MFS
1274
Madrona Financial Services
Washington
$254K
ECM
1275
Elgethun Capital Management
South Dakota
$254K