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Travelers Companies

1,656 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, 577 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 capital invested

Capital invested by funds: $ → $

2% more repeat investments, than reductions

Existing positions increased: 577 | Existing positions reduced: 564

1.49% less ownership

Funds ownership: 83.79%82.29% (-1.5%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
1,656
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
OCM
1551
Osterweis Capital Management
California
$26.8K
BDPWM
1552
Barnes Dennig Private Wealth Management
Ohio
$26.8K
AWM
1553
Abound Wealth Management
Tennessee
$25.3K
RTL
1554
Red Tortoise LLC
Georgia
$25.3K
FWM
1555
FSA Wealth Management
Massachusetts
$25.1K
TSMHT
1556
Thurston Springer Miller Herd & Titak
Indiana
$24.3K
MWM
1557
Mascoma Wealth Management
New Hampshire
$24K
FMP
1558
Financial Management Professionals
Texas
$23.7K
CFD
1559
Creative Financial Designs
Indiana
$23.5K
AAG
1560
Armstrong Advisory Group
Massachusetts
$23.2K
ME
1561
McIlrath & Eck
Washington
$22.9K
SC
1562
Solstein Capital
California
$22.6K
CWM
1563
Crowley Wealth Management
Delaware
$21.5K
DFA
1564
DHJJ Financial Advisors
Illinois
$20.9K
EPAM
1565
Evelyn Partners Asset Management
$20.9K
OA
1566
Operose Advisors
Wisconsin
$20.4K
S
1567
Sachetta
Massachusetts
$19.8K
IA
1568
IFS Advisors
Kansas
$19.3K
SA
1569
Scarborough Advisors
Maryland
$18.4K
AWM
1570
Activest Wealth Management
Florida
$18.4K
W
1571
WealthCollab
Washington
$18.1K
CFP
1572
Comprehensive Financial Planning
Pennsylvania
$17.9K
TC
1573
Truvestments Capital
Florida
$17.3K
HWP
1574
Highline Wealth Partners
California
$16.5K
MAM
1575
Meeder Asset Management
Ohio
$16.5K