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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
AW
1576
Avion Wealth
Texas
$14K
MHR
1577
Matthew Hamilton Rosenberg
$14K
HHMI
1578
Howard Hughes Medical Institute
Maryland
$13.7K
CWM
1579
Cranbrook Wealth Management
Michigan
$12.8K
RWM
1580
Rialto Wealth Management
New York
$12.8K
MAS
1581
MPWM Advisory Solutions
Georgia
$12.8K
NEWAS
1582
N.E.W. Advisory Services
Wisconsin
$12.8K
CFFP
1583
Center for Financial Planning
Michigan
$12.6K
WA
1584
Westfuller Advisors
New York
$12.3K
PWM
1585
Proathlete Wealth Management
Florida
$12K
KFP
1586
Kerr Financial Planning
California
$11.5K
CWIG
1587
Chung Wu Investment Group
Texas
$11.2K
QL
1588
Quarry LP
New York
$10.6K
DPW
1589
DiNuzzo Private Wealth
Pennsylvania
$10.6K
DCM
1590
Davis Capital Management
Florida
$10.1K
CAL
1591
Capital Analysts LLC
Pennsylvania
$10K
YAL
1592
Your Advocates Ltd
Texas
$9.77K
HFS
1593
Hopwood Financial Services
Virginia
$9.77K
HHGA
1594
Halbert Hargrove Global Advisors
California
$9.77K
DWM
1595
Dogwood Wealth Management
Kansas
$8.66K
PG
1596
Proffitt & Goodson
Tennessee
$8.66K
TCM
1597
TD Capital Management
Tennessee
$8.54K
JFG
1598
JDM Financial Group
Texas
$8.38K
AAG
1599
Accordant Advisory Group
Maryland
$7.82K
KTC
1600
Kentucky Trust Company
Kentucky
$7.82K