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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
PWPS
1301
Pinnacle Wealth Planning Services
Ohio
$244K +$268 +1 +0.1%
GAA
1302
Global Assets Advisory
Florida
$244K -$803 -3 -0.3%
MCM
1303
Manchester Capital Management
Vermont
$244K -$180K -674 -44%
IRP
1304
Investment Research Partners
Pennsylvania
$244K +$243K +909 New
AF
1305
Apexium Financial
Texas
$243K
CCA
1306
Cobblestone Capital Advisors
New York
$243K
WT
1307
Washington Trust
Rhode Island
$243K -$268 -1 -0.1%
VBFP
1308
Valtinson Bruner Financial Planning
Minnesota
$243K +$268 +1 +0.1%
DAS
1309
Diversify Advisory Services
Utah
$242K +$242K +904 New
IF
1310
Intrua Financial
Texas
$241K
FFA
1311
Florida Financial Advisors
Florida
$241K -$82.2K -307 -26%
BF
1312
bLong Financial
Tennessee
$240K
Members Trust
1313
Members Trust
Florida
$240K +$1.61K +6 +0.7%
Fiera Capital (Canada)
1314
Fiera Capital (Canada)
Quebec, Canada
$239K +$1.34K +5 +0.6%
FAFN
1315
First Affirmative Financial Network
Colorado
$238K -$5.36K -20 -2%
RWP
1316
Ridgecrest Wealth Partners
California
$237K
BM
1317
Berman McAleer
Maryland
$237K +$227K +848 New
WAM
1318
Worth Asset Management
Texas
$236K -$35.6K -133 -14%
DLCIG
1319
D.L. Carlson Investment Group
New Hampshire
$236K
RC
1320
Rovin Capital
Arizona
$236K
VFA
1321
Voya Financial Advisors
Connecticut
$236K -$37K -138 -14%
SDH
1322
Sloy Dahl & Holst
Washington
$234K
PFWA
1323
Paces Ferry Wealth Advisors
Georgia
$234K -$268 -1 -0.1%
CVA
1324
Central Valley Advisors
California
$233K +$268 +1 +0.1%
FBC
1325
Fairfield, Bush & Co
Connecticut
$233K