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