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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
MMCM
1476
Murphy & Mullick Capital Management
New York
$82.4K
CT
1477
Coastline Trust
Rhode Island
$79.6K
WIM
1478
Westside Investment Management
California
$78.5K +$17.4K +65 +30%
SCM
1479
Silvant Capital Management
Georgia
$77.9K
HFM
1480
Hartford Financial Management
Connecticut
$77.6K
PGAM
1481
Princeton Global Asset Management
New Jersey
$77.6K
WA
1482
WPG Advisers
Maryland
$75.1K +$268 +1 +0.4%
IWM
1483
IMG Wealth Management
Florida
$72.9K
TFIPS
1484
Towarzystwo Funduszy Inwestycyjnych PZU SA
$72.6K
MSG
1485
Main Street Group
Virginia
$70.9K
MMG
1486
Monetary Management Group
Missouri
$70.1K
BGA
1487
Battery Global Advisors
Massachusetts
$69.8K
IBOK
1488
Independence Bank of Kentucky
Kentucky
$69K
PWA
1489
Physician Wealth Advisors
Utah
$67.3K +$18.7K +70 +41%
SVWA
1490
Sarver Vrooman Wealth Advisors
Missouri
$65.3K
BIA
1491
Bell Investment Advisors
California
$64.2K -$24.4K -91 -28%
SL
1492
Salomon & Ludwin
Virginia
$64K +$39.9K +149 +196%
SIA
1493
Sit Investment Associates
Minnesota
$63K
CTB
1494
Country Trust Bank
Illinois
$62.8K +$13.4K +50 +29%
EDRH
1495
Edmond de Rothschild Holding
Switzerland
$61.7K
PSB
1496
Piscataqua Savings Bank
New Hampshire
$60.9K
Walleye Capital
1497
Walleye Capital
New York
$60K -$2.37M -8,867 -98%
TCM
1498
TruNorth Capital Management
Michigan
$59.8K +$37K +138 +182%
WWM
1499
Wolff Wiese Magana
California
$59.2K
BWL
1500
Bogart Wealth LLC
Virginia
$59.2K +$2.14K +8 +4%