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Travelers Companies

1,656 hedge funds and large institutions have $51.8B invested in Travelers Companies in 2025 Q3 according to their latest regulatory filings, with 158 funds opening new positions, 577 increasing their positions, 564 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

2% more repeat investments, than reductions

Existing positions increased: 577 | Existing positions reduced: 564

1.49% less ownership

Funds ownership: 83.79%82.29% (-1.5%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
1,656
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$196M
Puts
$158M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
1501
Heritage Wealth Advisors
Virginia
$55K
OAJ
1502
Ogorek Anthony Joseph
New York
$54K
SIS
1503
Strategic Investment Solutions
Illinois
$53.4K
NRG
1504
Nemes Rush Group
Michigan
$53.3K
FCAS
1505
First Command Advisory Services
Texas
$51.7K
API
1506
Asset Planning Inc
California
$51.1K
YDMI
1507
Y.D. More Investments
Israel
$50.5K
WBC
1508
West Branch Capital
Massachusetts
$50K
KSB
1509
Kennebec Savings Bank
Maine
$50K
TFA
1510
Toth Financial Advisory
Virginia
$47.7K
FPB
1511
First PREMIER Bank
South Dakota
$47K
PPC
1512
Park Place Capital
Alabama
$46.1K
FDW
1513
Fourth Dimension Wealth
Ohio
$46.1K
CTA
1514
Colonial Trust Advisors
South Carolina
$44.7K
AT
1515
Arlington Trust
Alabama
$42.4K
SIC
1516
SJS Investment Consulting
Ohio
$42.2K
PFA
1517
Pathway Financial Advisers
Indiana
$42.2K
AP
1518
Atwood & Palmer
Missouri
$41.9K
WSCM
1519
Wellington Shields Capital Management
New York
$41.9K
GJIA
1520
Glass Jacobson Investment Advisors
Maryland
$41.9K
DSC
1521
Duncker Streett & Co
Missouri
$41.7K
ACA
1522
American Capital Advisory
Idaho
$41.3K
GKIM
1523
GW&K Investment Management
Massachusetts
$41K
FFO
1524
Fortitude Family Office
Arizona
$40.5K
NSIM
1525
North Star Investment Management
Illinois
$40.4K