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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
GJIA
1526
Glass Jacobson Investment Advisors
Maryland
$41.9K
WSCM
1527
Wellington Shields Capital Management
New York
$41.9K
DSC
1528
Duncker Streett & Co
Missouri
$41.7K
ACA
1529
American Capital Advisory
Idaho
$41.3K
GKIM
1530
GW&K Investment Management
Massachusetts
$41K +$4.82K +18 +14%
FFO
1531
Fortitude Family Office
Arizona
$40.5K +$1.07K +4 +3%
NSIM
1532
North Star Investment Management
Illinois
$40.4K +$536 +2 +1%
TC
1533
Trust Company
Kansas
$40.2K
RA
1534
Rise Advisors
New York
$40K +$1.87K +7 +5%
CMA
1535
Cedar Mountain Advisors
Oregon
$39.1K +$6.43K +24 +21%
BFPW
1536
BOK Financial Private Wealth
Colorado
$38.8K
ANBT
1537
American National Bank & Trust
Texas
$38.5K -$80.3K -300 -68%
MEG
1538
Millstone Evans Group
Colorado
$38.3K
SIS
1539
Sound Income Strategies
Florida
$37.6K -$21.4K -80 -37%
HAP
1540
Harbor Asset Planning
Massachusetts
$36.3K
HFS
1541
Hughes Financial Services
Virginia
$35.6K +$803 +3 +2%
CIR
1542
Clear Investment Research
Georgia
$34.9K +$3.75K +14 +13%
NSG
1543
Nalls Sherbakoff Group
Tennessee
$33.5K
SWA
1544
SOA Wealth Advisors
New York
$33.4K +$12.6K +47 +65%
NWM
1545
Nova Wealth Management
Florida
$33.1K
YP
1546
YANKCOM Partnership
South Dakota
$31.6K
NECFA
1547
New England Capital Financial Advisors
Connecticut
$30.7K
ETS
1548
ESL Trust Services
New York
$30.4K +$2.41K +9 +9%
LIA
1549
Luken Investment Analytics
Tennessee
$29.6K
QWM
1550
Quaker Wealth Management
New Jersey
$28.8K -$268 -1 -1%