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Travelers Companies

1,665 hedge funds and large institutions have $51.9B invested in Travelers Companies in 2025 Q3 according to their latest regulatory filings, with 159 funds opening new positions, 580 increasing their positions, 565 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 97

24% more call options, than puts

Call options by funds: $196M | Put options by funds: $158M

2% more funds holding

Funds holding: 1,6281,665 (+37)

3% more repeat investments, than reductions

Existing positions increased: 580 | Existing positions reduced: 565

2% more capital invested

Capital invested by funds: $50.7B → $51.9B (+$1.19B)

1.49% less ownership

Funds ownership: 83.92%82.42% (-1.5%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
1,665
Holders Change
+37
Holders Change %
+2.27%
% of All Funds
21.86%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.14%
New
159
Increased
580
Reduced
565
Closed
97
Calls
$196M
Puts
$158M
Net Calls
+$37.8M
Net Calls Change
+$23.4M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
1576
IFS Advisors
Kansas
$19.3K
SA
1577
Scarborough Advisors
Maryland
$18.4K
AWM
1578
Activest Wealth Management
Florida
$18.4K +$1.34K +5 +8%
W
1579
WealthCollab
Washington
$18.1K
CFP
1580
Comprehensive Financial Planning
Pennsylvania
$17.9K
TC
1581
Truvestments Capital
Florida
$17.3K +$16.6K +62 New
HWP
1582
Highline Wealth Partners
California
$16.5K -$536 -2 -3%
MAM
1583
Meeder Asset Management
Ohio
$16.5K -$27.9K -104 -64%
CT
1584
Clearstead Trust
Maine
$16.5K +$1.61K +6 +11%
AFG
1585
Albion Financial Group
Utah
$16.5K +$3.48K +13 +28%
CIAS
1586
CBIZ Investment Advisory Services
Ohio
$15.9K +$4.02K +15 +36%
SFCL
1587
Strengthening Families & Communities LLC
Massachusetts
$15.2K +$14.5K +54 New
CCM
1588
Cloud Capital Management
Washington
$15K +$14.5K +54 New
MAM
1589
Morse Asset Management
Connecticut
$14.8K
CAM
1590
Costello Asset Management
Pennsylvania
$14.8K
RWM
1591
RMG Wealth Management
Wisconsin
$14K
AW
1592
Avion Wealth
Texas
$14K +$268 +1 +2%
MHR
1593
Matthew Hamilton Rosenberg
$14K
HHMI
1594
Howard Hughes Medical Institute
Maryland
$13.7K
CWM
1595
Cranbrook Wealth Management
Michigan
$12.8K
RWM
1596
Rialto Wealth Management
New York
$12.8K
MAS
1597
MPWM Advisory Solutions
Georgia
$12.8K
NEWAS
1598
N.E.W. Advisory Services
Wisconsin
$12.8K
CFFP
1599
Center for Financial Planning
Michigan
$12.6K
WA
1600
Westfuller Advisors
New York
$12.3K +$11.8K +44 New