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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
TC
1576
Truvestments Capital
Florida
$17.3K
HWP
1577
Highline Wealth Partners
California
$16.5K
MAM
1578
Meeder Asset Management
Ohio
$16.5K
CT
1579
Clearstead Trust
Maine
$16.5K
AFG
1580
Albion Financial Group
Utah
$16.5K
CIAS
1581
CBIZ Investment Advisory Services
Ohio
$15.9K
SFCL
1582
Strengthening Families & Communities LLC
Massachusetts
$15.2K
CCM
1583
Cloud Capital Management
Washington
$15K
MAM
1584
Morse Asset Management
Connecticut
$14.8K
CAM
1585
Costello Asset Management
Pennsylvania
$14.8K
RWM
1586
RMG Wealth Management
Wisconsin
$14K
AW
1587
Avion Wealth
Texas
$14K
MHR
1588
Matthew Hamilton Rosenberg
$14K
HHMI
1589
Howard Hughes Medical Institute
Maryland
$13.7K
RWM
1590
Rialto Wealth Management
New York
$12.8K
CWM
1591
Cranbrook Wealth Management
Michigan
$12.8K
NEWAS
1592
N.E.W. Advisory Services
Wisconsin
$12.8K
MAS
1593
MPWM Advisory Solutions
Georgia
$12.8K
CFFP
1594
Center for Financial Planning
Michigan
$12.6K
WA
1595
Westfuller Advisors
New York
$12.3K
PWM
1596
Proathlete Wealth Management
Florida
$12K
KFP
1597
Kerr Financial Planning
California
$11.5K
CWIG
1598
Chung Wu Investment Group
Texas
$11.2K
QL
1599
Quarry LP
New York
$10.6K
DPW
1600
DiNuzzo Private Wealth
Pennsylvania
$10.6K