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Travelers Companies

1,636 hedge funds and large institutions have $51.7B invested in Travelers Companies in 2025 Q3 according to their latest regulatory filings, with 158 funds opening new positions, 567 increasing their positions, 559 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: $ → $

1% more repeat investments, than reductions

Existing positions increased: 567 | Existing positions reduced: 559

1.53% less ownership

Funds ownership: 83.7%82.17% (-1.5%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
1,636
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
NECFA
1526
New England Capital Financial Advisors
Connecticut
$30.7K
ETS
1527
ESL Trust Services
New York
$30.4K
LIA
1528
Luken Investment Analytics
Tennessee
$29.6K
QWM
1529
Quaker Wealth Management
New Jersey
$28.8K
B
1530
Birchbrook
Maine
$27.9K
LC
1531
Lavaca Capital
Texas
$27.9K
MTIC
1532
Missouri Trust & Investment Company
Missouri
$27.9K
GTAM
1533
Global Trust Asset Management
Florida
$27.9K
DWA
1534
Delos Wealth Advisors
Texas
$27.9K
PA
1535
Pineridge Advisors
Missouri
$27.9K
GWS
1536
Greykasell Wealth Strategies
California
$27.9K
CFG
1537
Clayton Financial Group
Missouri
$27.9K
OCM
1538
Osterweis Capital Management
California
$26.8K
BDPWM
1539
Barnes Dennig Private Wealth Management
Ohio
$26.8K
AWM
1540
Abound Wealth Management
Tennessee
$25.3K
RTL
1541
Red Tortoise LLC
Georgia
$25.3K
FWM
1542
FSA Wealth Management
Massachusetts
$25.1K
TSMHT
1543
Thurston Springer Miller Herd & Titak
Indiana
$24.3K
MWM
1544
Mascoma Wealth Management
New Hampshire
$24K
FMP
1545
Financial Management Professionals
Texas
$23.7K
CFD
1546
Creative Financial Designs
Indiana
$23.5K
AAG
1547
Armstrong Advisory Group
Massachusetts
$23.2K
ME
1548
McIlrath & Eck
Washington
$22.9K
SC
1549
Solstein Capital
California
$22.6K
CWM
1550
Crowley Wealth Management
Delaware
$21.5K