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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
B
1551
Birchbrook
Maine
$27.9K
DWA
1552
Delos Wealth Advisors
Texas
$27.9K
GTAM
1553
Global Trust Asset Management
Florida
$27.9K
GWS
1554
Greykasell Wealth Strategies
California
$27.9K
LC
1555
Lavaca Capital
Texas
$27.9K
MTIC
1556
Missouri Trust & Investment Company
Missouri
$27.9K
PA
1557
Pineridge Advisors
Missouri
$27.9K
CFG
1558
Clayton Financial Group
Missouri
$27.9K +$26.8K +100 New
OCM
1559
Osterweis Capital Management
California
$26.8K
BDPWM
1560
Barnes Dennig Private Wealth Management
Ohio
$26.8K +$14.7K +55 +134%
AWM
1561
Abound Wealth Management
Tennessee
$25.3K +$268 +1 +1%
RTL
1562
Red Tortoise LLC
Georgia
$25.3K
FWM
1563
FSA Wealth Management
Massachusetts
$25.1K
TSMHT
1564
Thurston Springer Miller Herd & Titak
Indiana
$24.3K -$249K -929 -91%
MWM
1565
Mascoma Wealth Management
New Hampshire
$24K
FMP
1566
Financial Management Professionals
Texas
$23.7K +$803 +3 +4%
CFD
1567
Creative Financial Designs
Indiana
$23.5K
AAG
1568
Armstrong Advisory Group
Massachusetts
$23.2K +$10.4K +39 +89%
ME
1569
McIlrath & Eck
Washington
$22.9K -$31.6K -118 -59%
SC
1570
Solstein Capital
California
$22.6K
CWM
1571
Crowley Wealth Management
Delaware
$21.5K
DFA
1572
DHJJ Financial Advisors
Illinois
$20.9K
EPAM
1573
Evelyn Partners Asset Management
$20.9K +$20.1K +75 New
OA
1574
Operose Advisors
Wisconsin
$20.4K +$19.5K +73 New
S
1575
Sachetta
Massachusetts
$19.8K -$1.07K -4 -5%