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Travelers Companies

1,643 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, 570 increasing their positions, 562 reducing their positions, and 97 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: 570 | Existing positions reduced: 562

1.6% less ownership

Funds ownership: 83.78%82.18% (-1.6%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
1,643
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
HFS
1526
Hughes Financial Services
Virginia
$35.6K
CIR
1527
Clear Investment Research
Georgia
$34.9K
SWA
1528
SOA Wealth Advisors
New York
$33.4K
NWM
1529
Nova Wealth Management
Florida
$33.1K
YP
1530
YANKCOM Partnership
South Dakota
$31.6K
NECFA
1531
New England Capital Financial Advisors
Connecticut
$30.7K
ETS
1532
ESL Trust Services
New York
$30.4K
LIA
1533
Luken Investment Analytics
Tennessee
$29.6K
QWM
1534
Quaker Wealth Management
New Jersey
$28.8K
GTAM
1535
Global Trust Asset Management
Florida
$27.9K
DWA
1536
Delos Wealth Advisors
Texas
$27.9K
MTIC
1537
Missouri Trust & Investment Company
Missouri
$27.9K
LC
1538
Lavaca Capital
Texas
$27.9K
B
1539
Birchbrook
Maine
$27.9K
PA
1540
Pineridge Advisors
Missouri
$27.9K
GWS
1541
Greykasell Wealth Strategies
California
$27.9K
CFG
1542
Clayton Financial Group
Missouri
$27.9K
OCM
1543
Osterweis Capital Management
California
$26.8K
BDPWM
1544
Barnes Dennig Private Wealth Management
Ohio
$26.8K
AWM
1545
Abound Wealth Management
Tennessee
$25.3K
RTL
1546
Red Tortoise LLC
Georgia
$25.3K
FWM
1547
FSA Wealth Management
Massachusetts
$25.1K
TSMHT
1548
Thurston Springer Miller Herd & Titak
Indiana
$24.3K
MWM
1549
Mascoma Wealth Management
New Hampshire
$24K
FMP
1550
Financial Management Professionals
Texas
$23.7K