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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
DMBA
1451
Deseret Mutual Benefit Administrators
Utah
$118K -$27.9K -104 -20%
TCA
1452
Trifecta Capital Advisors
Illinois
$118K
SWP
1453
Strategic Wealth Partners
Ohio
$116K -$101K -379 -48%
TWD
1454
True Wealth Design
Ohio
$116K +$48.7K +182 +78%
WTA
1455
Washington Trust Advisors
Massachusetts
$113K +$16.9K +63 +19%
M
1456
MOTCO
Texas
$108K
FP
1457
Financial Perspectives
Minnesota
$106K +$24.1K +90 +31%
CA
1458
Crewe Advisors
Utah
$102K +$15.3K +57 +18%
FC
1459
Financial Consulate
Maryland
$102K +$98.3K +367 New
FUBT
1460
First United Bank & Trust
Maryland
$100K
FLP
1461
Financial Life Planners
Arizona
$99.7K +$95.6K +357 New
AAS
1462
Ameritas Advisory Services
Nebraska
$98.1K -$198K -740 -68%
FFC
1463
First Financial Corp
Indiana
$98K
JWM
1464
JPL Wealth Management
Colorado
$96.9K +$92.9K +347 New
LSA
1465
Leonteq Securities AG
Switzerland
$96.3K +$4.29K +16 +5%
VWA
1466
Valued Wealth Advisors
Utah
$95.2K +$1.34K +5 +1%
CFG
1467
CKW Financial Group
Hawaii
$95K
VWA
1468
VSM Wealth Advisory
Maryland
$93.6K
BLC
1469
Brown, Lisle/Cummings
Rhode Island
$89.5K
PP
1470
Pacifica Partners
Canada
$89.3K
IAS
1471
IMA Advisory Services
Colorado
$86.3K
PFSC
1472
Peoples Financial Services Corp
Pennsylvania
$86.3K
CAL
1473
Capital Advisors Ltd
Ohio
$86K -$536 -2 -0.6%
TTIC
1474
Tower Trust & Investment Company
Iowa
$86K
BSB
1475
Bangor Savings Bank
Maine
$84K