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Travelers Companies

1,636 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, 567 increasing their positions, 559 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: $ → $

1% more repeat investments, than reductions

Existing positions increased: 567 | Existing positions reduced: 559

1.53% less ownership

Funds ownership: 83.7%82.17% (-1.5%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
1,636
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
GWSA
1601
Global Wealth Strategies & Associates
Colorado
$5.07K
GA
1602
Guerra Advisors
Florida
$4.47K
RWA
1603
Redmont Wealth Advisors
Illinois
$4.19K
Simplex Trading
1604
Simplex Trading
Illinois
$4K
TFM
1605
TFC Financial Management
Massachusetts
$3.91K
AG
1606
AmeriFlex Group
Nevada
$3.35K
HIA
1607
HFM Investment Advisors
New Jersey
$3.35K
RF
1608
Rossby Financial
Florida
$3.33K
EWP
1609
Elevation Wealth Partners
California
$3.07K
HBW
1610
Hazlett, Burt & Watson
West Virginia
$3K
TFGT
1611
TS Financial Group (TSFG)
Illinois
$3K
PP
1612
PFS Partners
New Jersey
$2.79K
SRCM
1613
Signature Resources Capital Management
California
$2.79K
HWA
1614
Heartwood Wealth Advisors
Virginia
$2.79K
NFSG
1615
Newbridge Financial Services Group
Florida
$2.51K
BIM
1616
Breakwater Investment Management
Washington
$2.51K
WW
1617
Winnow Wealth
Texas
$2.24K
PS
1618
PayPay Securities
Japan
$2.24K
TIM
1619
Thompson Investment Management
Wisconsin
$2.23K
TCM
1620
Tanaka Capital Management
New York
$2K
RS
1621
Rakuten Securities
Japan
$1.96K
SSG
1622
Summit Securities Group
New York
$1.96K
SA
1623
Seneschal Advisors
Washington
$1.68K
SN
1624
Sittner & Nelson
Oregon
$1.68K
AP
1625
Aspect Partners
Virginia
$1.68K