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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
CT
1576
Clearstead Trust
Maine
$16.5K
AFG
1577
Albion Financial Group
Utah
$16.5K
CIAS
1578
CBIZ Investment Advisory Services
Ohio
$15.9K
SFCL
1579
Strengthening Families & Communities LLC
Massachusetts
$15.2K
CCM
1580
Cloud Capital Management
Washington
$15K
MAM
1581
Morse Asset Management
Connecticut
$14.8K
CAM
1582
Costello Asset Management
Pennsylvania
$14.8K
RWM
1583
RMG Wealth Management
Wisconsin
$14K
AW
1584
Avion Wealth
Texas
$14K
MHR
1585
Matthew Hamilton Rosenberg
$14K
HHMI
1586
Howard Hughes Medical Institute
Maryland
$13.7K
CWM
1587
Cranbrook Wealth Management
Michigan
$12.8K
RWM
1588
Rialto Wealth Management
New York
$12.8K
MAS
1589
MPWM Advisory Solutions
Georgia
$12.8K
NEWAS
1590
N.E.W. Advisory Services
Wisconsin
$12.8K
CFFP
1591
Center for Financial Planning
Michigan
$12.6K
WA
1592
Westfuller Advisors
New York
$12.3K
PWM
1593
Proathlete Wealth Management
Florida
$12K
KFP
1594
Kerr Financial Planning
California
$11.5K
CWIG
1595
Chung Wu Investment Group
Texas
$11.2K
QL
1596
Quarry LP
New York
$10.6K
DPW
1597
DiNuzzo Private Wealth
Pennsylvania
$10.6K
DCM
1598
Davis Capital Management
Florida
$10.1K
CAL
1599
Capital Analysts LLC
Pennsylvania
$10K
YAL
1600
Your Advocates Ltd
Texas
$9.77K