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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
PWMG
1426
Prestige Wealth Management Group
New Jersey
$155K -$803 -3 -0.5%
VCM
1427
Versant Capital Management
Arizona
$151K +$28.4K +106 +24%
BHWM
1428
Beaird Harris Wealth Management
Texas
$150K +$1.07K +4 +0.7%
HWM
1429
Hemington Wealth Management
Virginia
$150K +$4.82K +18 +3%
CFS
1430
CGC Financial Services
Oregon
$150K
CHC
1431
City Holding Co
West Virginia
$150K +$17.4K +65 +14%
HIA
1432
Harbor Investment Advisory
Maryland
$148K -$268 -1 -0.2%
SWIM
1433
Smallwood Wealth Investment Management
New Jersey
$146K
SA
1434
SRH Advisors
Kansas
$144K
ITIM
1435
Indiana Trust & Investment Management
Indiana
$142K
MR
1436
Munich Reinsurance
$141K +$135K +506 New
EPIM
1437
Evelyn Partners Investment Management
$140K
HIMS
1438
Hager Investment Management Services
New Hampshire
$140K
TLA
1439
Tanglewood Legacy Advisors
Texas
$140K
CFO
1440
CVA Family Office
Colorado
$138K -$536 -2 -0.4%
AA
1441
Addison Advisors
Vermont
$136K -$10.4K -39 -7%
SAM
1442
S.A. Mason
Michigan
$132K
OIAM
1443
OFI Invest Asset Management
France
$130K +$147K +548 New
FFL
1444
Financial Freedom LLC
Ohio
$130K
NC
1445
North Capital
Utah
$127K +$2.68K +10 +2%
TH
1446
TCTC Holdings
Texas
$122K
SG Americas Securities
1447
SG Americas Securities
New York
$122K -$728K -2,717 -86%
CCA
1448
Catalyst Capital Advisors
New York
$121K -$5.09K -19 -4%
AFWM
1449
Abich Financial Wealth Management
Virginia
$121K +$116K +432 New
GSWM
1450
Golden State Wealth Management
California
$119K +$82.5K +308 +259%