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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
MAM
1601
Marquette Asset Management
Minnesota
$7.54K
BFS
1602
Bare Financial Services
Pennsylvania
$6.14K
GFWA
1603
Grey Fox Wealth Advisors
Delaware
$5.86K
AWM
1604
Accredited Wealth Management
Kentucky
$5.31K
ACM
1605
Anfield Capital Management
California
$5.3K
BHWM
1606
Bay Harbor Wealth Management
Maryland
$5.3K
GWSA
1607
Global Wealth Strategies & Associates
Colorado
$5.07K
GA
1608
Guerra Advisors
Florida
$4.47K
RWA
1609
Redmont Wealth Advisors
Illinois
$4.19K
Simplex Trading
1610
Simplex Trading
Illinois
$4K
TFM
1611
TFC Financial Management
Massachusetts
$3.91K
AG
1612
AmeriFlex Group
Nevada
$3.35K
HIA
1613
HFM Investment Advisors
New Jersey
$3.35K
RF
1614
Rossby Financial
Florida
$3.33K
EWP
1615
Elevation Wealth Partners
California
$3.07K
HBW
1616
Hazlett, Burt & Watson
West Virginia
$3K
TFGT
1617
TS Financial Group (TSFG)
Illinois
$3K
PP
1618
PFS Partners
New Jersey
$2.79K
SRCM
1619
Signature Resources Capital Management
California
$2.79K
HWA
1620
Heartwood Wealth Advisors
Virginia
$2.79K
NFSG
1621
Newbridge Financial Services Group
Florida
$2.51K
BIM
1622
Breakwater Investment Management
Washington
$2.51K
WW
1623
Winnow Wealth
Texas
$2.24K
PS
1624
PayPay Securities
Japan
$2.24K
TIM
1625
Thompson Investment Management
Wisconsin
$2.23K