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Travelers Companies

1,659 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, 578 increasing their positions, 564 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

2% more capital invested

Capital invested by funds: $50.6B → $51.8B (+$1.19B)

1.49% less ownership

Funds ownership: 83.8%82.31% (-1.5%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
1,659
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
GTAM
1551
Global Trust Asset Management
Florida
$27.9K
GWS
1552
Greykasell Wealth Strategies
California
$27.9K
CFG
1553
Clayton Financial Group
Missouri
$27.9K
OCM
1554
Osterweis Capital Management
California
$26.8K
BDPWM
1555
Barnes Dennig Private Wealth Management
Ohio
$26.8K
AWM
1556
Abound Wealth Management
Tennessee
$25.3K
RTL
1557
Red Tortoise LLC
Georgia
$25.3K
FWM
1558
FSA Wealth Management
Massachusetts
$25.1K
TSMHT
1559
Thurston Springer Miller Herd & Titak
Indiana
$24.3K
MWM
1560
Mascoma Wealth Management
New Hampshire
$24K
FMP
1561
Financial Management Professionals
Texas
$23.7K
CFD
1562
Creative Financial Designs
Indiana
$23.5K
AAG
1563
Armstrong Advisory Group
Massachusetts
$23.2K
ME
1564
McIlrath & Eck
Washington
$22.9K
SC
1565
Solstein Capital
California
$22.6K
CWM
1566
Crowley Wealth Management
Delaware
$21.5K
DFA
1567
DHJJ Financial Advisors
Illinois
$20.9K
EPAM
1568
Evelyn Partners Asset Management
$20.9K
OA
1569
Operose Advisors
Wisconsin
$20.4K
S
1570
Sachetta
Massachusetts
$19.8K
IA
1571
IFS Advisors
Kansas
$19.3K
SA
1572
Scarborough Advisors
Maryland
$18.4K
AWM
1573
Activest Wealth Management
Florida
$18.4K
W
1574
WealthCollab
Washington
$18.1K
CFP
1575
Comprehensive Financial Planning
Pennsylvania
$17.9K