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Travelers Companies

1,643 hedge funds and large institutions have $51.7B invested in Travelers Companies in 2025 Q3 according to their latest regulatory filings, with 158 funds opening new positions, 570 increasing their positions, 562 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: 562

1.6% less ownership

Funds ownership: 83.78%82.18% (-1.6%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
1,643
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
MHR
1576
Matthew Hamilton Rosenberg
$14K
HHMI
1577
Howard Hughes Medical Institute
Maryland
$13.7K
RWM
1578
Rialto Wealth Management
New York
$12.8K
CWM
1579
Cranbrook Wealth Management
Michigan
$12.8K
MAS
1580
MPWM Advisory Solutions
Georgia
$12.8K
NEWAS
1581
N.E.W. Advisory Services
Wisconsin
$12.8K
CFFP
1582
Center for Financial Planning
Michigan
$12.6K
WA
1583
Westfuller Advisors
New York
$12.3K
PWM
1584
Proathlete Wealth Management
Florida
$12K
KFP
1585
Kerr Financial Planning
California
$11.5K
CWIG
1586
Chung Wu Investment Group
Texas
$11.2K
QL
1587
Quarry LP
New York
$10.6K
DPW
1588
DiNuzzo Private Wealth
Pennsylvania
$10.6K
DCM
1589
Davis Capital Management
Florida
$10.1K
CAL
1590
Capital Analysts LLC
Pennsylvania
$10K
HFS
1591
Hopwood Financial Services
Virginia
$9.77K
YAL
1592
Your Advocates Ltd
Texas
$9.77K
HHGA
1593
Halbert Hargrove Global Advisors
California
$9.77K
DWM
1594
Dogwood Wealth Management
Kansas
$8.66K
PG
1595
Proffitt & Goodson
Tennessee
$8.66K
TCM
1596
TD Capital Management
Tennessee
$8.54K
JFG
1597
JDM Financial Group
Texas
$8.38K
AAG
1598
Accordant Advisory Group
Maryland
$7.82K
KTC
1599
Kentucky Trust Company
Kentucky
$7.82K
MAM
1600
Marquette Asset Management
Minnesota
$7.54K