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Travelers Companies

1,644 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, 570 increasing their positions, 563 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: 563

1.53% less ownership

Funds ownership: 83.78%82.24% (-1.5%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
1,644
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
FMP
1551
Financial Management Professionals
Texas
$23.7K
CFD
1552
Creative Financial Designs
Indiana
$23.5K
AAG
1553
Armstrong Advisory Group
Massachusetts
$23.2K
ME
1554
McIlrath & Eck
Washington
$22.9K
SC
1555
Solstein Capital
California
$22.6K
CWM
1556
Crowley Wealth Management
Delaware
$21.5K
DFA
1557
DHJJ Financial Advisors
Illinois
$20.9K
EPAM
1558
Evelyn Partners Asset Management
$20.9K
OA
1559
Operose Advisors
Wisconsin
$20.4K
S
1560
Sachetta
Massachusetts
$19.8K
IA
1561
IFS Advisors
Kansas
$19.3K
AWM
1562
Activest Wealth Management
Florida
$18.4K
W
1563
WealthCollab
Washington
$18.1K
CFP
1564
Comprehensive Financial Planning
Pennsylvania
$17.9K
TC
1565
Truvestments Capital
Florida
$17.3K
HWP
1566
Highline Wealth Partners
California
$16.5K
MAM
1567
Meeder Asset Management
Ohio
$16.5K
CT
1568
Clearstead Trust
Maine
$16.5K
AFG
1569
Albion Financial Group
Utah
$16.5K
CIAS
1570
CBIZ Investment Advisory Services
Ohio
$15.9K
SFCL
1571
Strengthening Families & Communities LLC
Massachusetts
$15.2K
CCM
1572
Cloud Capital Management
Washington
$15K
MAM
1573
Morse Asset Management
Connecticut
$14.8K
CAM
1574
Costello Asset Management
Pennsylvania
$14.8K
RWM
1575
RMG Wealth Management
Wisconsin
$14K