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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
21.86%
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
LPAM
1401
Lodestar Private Asset Management
California
$203K -$9.37K -35 -5%
WA
1402
WealthTrust Axiom
Pennsylvania
$202K +$194K +724 New
AW
1403
Alteri Wealth
California
$202K +$194K +724 New
CW
1404
CreativeOne Wealth
Kansas
$200K +$192K +717 New
GIM
1405
Generali Investments Management
Slovenia
$198K -$61.6K -230 -24%
Walleye Trading
1406
Walleye Trading
New York
$197K -$1.11M -4,145 -85%
GBT
1407
Grove Bank & Trust
Florida
$194K -$15.5K -58 -8%
FC
1408
Fairscale Capital
New Hampshire
$190K
BI
1409
Binnacle Investments
Iowa
$189K +$4.55K +17 +3%
LWCFA
1410
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$188K
CYG
1411
Clean Yield Group
Vermont
$187K
MCM
1412
MV Capital Management
Maryland
$184K
CH
1413
Cromwell Holdings
Wyoming
$176K
ATC
1414
Adirondack Trust Company
New York
$176K
DWA
1415
Dougherty Wealth Advisers
Minnesota
$175K
JGIA
1416
Jackson Grant Investment Advisers
Connecticut
$174K +$268 +1 +0.2%
OL
1417
OneFund LLC
Florida
$173K +$5.62K +21 +4%
OC
1418
Oakworth Capital
Alabama
$171K -$168K -627 -51%
HNB
1419
Hilltop National Bank
Wyoming
$171K +$53.6K +200 +49%
SAS
1420
Spurstone Advisory Services
Connecticut
$166K
GWSG
1421
GPS Wealth Strategies Group
Colorado
$166K -$6.7K -25 -4%
BGAI
1422
Bruce G. Allen Investments
Colorado
$164K -$2.95K -11 -2%
TF
1423
Tompkins Financial
New York
$160K
ECM
1424
Estabrook Capital Management
New York
$158K -$1.34K -5 -0.9%
SIM
1425
Sentry Investment Management
Wisconsin
$158K -$27.3K -102 -15%