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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
DFA
1551
DHJJ Financial Advisors
Illinois
$20.9K
EPAM
1552
Evelyn Partners Asset Management
$20.9K
OA
1553
Operose Advisors
Wisconsin
$20.4K
S
1554
Sachetta
Massachusetts
$19.8K
IA
1555
IFS Advisors
Kansas
$19.3K
AWM
1556
Activest Wealth Management
Florida
$18.4K
W
1557
WealthCollab
Washington
$18.1K
CFP
1558
Comprehensive Financial Planning
Pennsylvania
$17.9K
TC
1559
Truvestments Capital
Florida
$17.3K
HWP
1560
Highline Wealth Partners
California
$16.5K
MAM
1561
Meeder Asset Management
Ohio
$16.5K
CT
1562
Clearstead Trust
Maine
$16.5K
AFG
1563
Albion Financial Group
Utah
$16.5K
CIAS
1564
CBIZ Investment Advisory Services
Ohio
$15.9K
SFCL
1565
Strengthening Families & Communities LLC
Massachusetts
$15.2K
CCM
1566
Cloud Capital Management
Washington
$15K
MAM
1567
Morse Asset Management
Connecticut
$14.8K
CAM
1568
Costello Asset Management
Pennsylvania
$14.8K
RWM
1569
RMG Wealth Management
Wisconsin
$14K
AW
1570
Avion Wealth
Texas
$14K
MHR
1571
Matthew Hamilton Rosenberg
$14K
HHMI
1572
Howard Hughes Medical Institute
Maryland
$13.7K
CWM
1573
Cranbrook Wealth Management
Michigan
$12.8K
RWM
1574
Rialto Wealth Management
New York
$12.8K
NEWAS
1575
N.E.W. Advisory Services
Wisconsin
$12.8K