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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
EB
1376
Exchange Bank
California
$216K -$4.55K -17 -2%
TWM
1377
Thrive Wealth Management
Pennsylvania
$214K -$8.03K -30 -4%
CCWM
1378
Cassaday & Co Wealth Management
Virginia
$214K
JWM
1379
JGP Wealth Management
Oregon
$214K +$204K +763 New
SWMP
1380
Signature Wealth Management Partners
New Jersey
$213K +$3.48K +13 +2%
PWW
1381
Pettyjohn Wood & White
Virginia
$211K +$203K +757 New
VC
1382
Vicus Capital
Pennsylvania
$211K +$202K +755 New
CMP
1383
Courage Miller Partners
Virginia
$211K
CCG
1384
Catalina Capital Group
California
$211K -$1.07K -4 -0.5%
AIM
1385
Advyzon Investment Management
Illinois
$210K +$268 +1 +0.1%
BW
1386
Blalock Williams
Alabama
$210K +$202K +753 New
IWA
1387
IVC Wealth Advisors
Pennsylvania
$210K +$202K +753 New
HFS
1388
Heritage Financial Services
Massachusetts
$210K
SS
1389
SBI Securities
Japan
$210K +$113K +422 +128%
BTD
1390
BankPlus Trust Department
Mississippi
$209K +$201K +750 New
C
1391
Covestor
United Kingdom
$209K +$59.7K +223 +42%
SC
1392
Sapient Capital
Indiana
$208K -$536 -2 -0.3%
SWM
1393
Silverlake Wealth Management
Vermont
$208K +$199K +745 New
FMB
1394
Field & Main Bank
Kentucky
$207K
PGWM
1395
Parisi Gray Wealth Management
New Jersey
$207K +$199K +742 New
AFG
1396
Allegheny Financial Group
Pennsylvania
$207K +$198K +740 New
TP
1397
Tranquility Partners
Tennessee
$205K +$197K +734 New
WC
1398
Waterloo Capital
Texas
$205K -$64.3K -240 -25%
MIM
1399
MTM Investment Management
South Carolina
$204K
DLA
1400
Douglas Lane & Associates
New York
$203K +$195K +728 New