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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: 1,6281,665 (+37)

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)

1.49% 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
+37
Holders Change %
+2.27%
% 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
FFA
1326
Founders Financial Alliance
North Carolina
$233K +$224K +835 New
MAMG
1327
Milestone Asset Management Group
Connecticut
$233K +$1.07K +4 +0.5%
AGWCA
1328
Annis Gardner Whiting Capital Advisors
Florida
$232K -$14.7K -55 -6%
VNA
1329
Valley National Advisers
Pennsylvania
$232K +$268 +1 +0.1%
FFP
1330
FourThought Financial Partners
Florida
$232K
RFP
1331
Root Financial Partners
California
$232K +$222K +830 New
CFG
1332
Carr Financial Group
Massachusetts
$232K -$44.7K -167 -17%
PEAK6
1333
PEAK6
Illinois
$230K -$481K -1,796 -69%
SPC
1334
Spirepoint Private Client
Florida
$230K +$220K +823 New
FBT
1335
First Bankers Trust
Kentucky
$229K
ML
1336
McAdam LLC
Pennsylvania
$228K +$7.23K +27 +3%
FSC
1337
Full Sail Capital
Oklahoma
$228K +$219K +817 New
FFBTD
1338
First Financial Bank - Trust Division
Ohio
$227K -$5.09K -19 -2%
CFA
1339
Cahill Financial Advisors
Minnesota
$227K +$3.21K +12 +1%
BCM
1340
Becker Capital Management
Oregon
$227K +$218K +813 New
WAG
1341
Winthrop Advisory Group
Massachusetts
$227K +$1.34K +5 +0.6%
HWM
1342
Horizons Wealth Management
North Carolina
$227K
WAM
1343
Walker Asset Management
Missouri
$227K
PCM
1344
Penserra Capital Management
California
$226K
RWP
1345
Revolve Wealth Partners
New Jersey
$226K -$14.5K -54 -6%
PIP
1346
Peachtree Investment Partners
Florida
$225K -$83K -310 -28%
OL
1347
Optas LLC
Texas
$224K +$215K +804 New
LW
1348
Linscomb Wealth
Texas
$224K -$3.75K -14 -2%
FCT
1349
First Community Trust
Iowa
$223K
LCM
1350
Logan Capital Management
Pennsylvania
$223K