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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
PWM
1601
Proathlete Wealth Management
Florida
$12K
KFP
1602
Kerr Financial Planning
California
$11.5K +$10.7K +40 New
CWIG
1603
Chung Wu Investment Group
Texas
$11.2K
QL
1604
Quarry LP
New York
$10.6K -$255K -951 -96%
DPW
1605
DiNuzzo Private Wealth
Pennsylvania
$10.6K -$268 -1 -3%
DCM
1606
Davis Capital Management
Florida
$10.1K +$9.64K +36 New
CAL
1607
Capital Analysts LLC
Pennsylvania
$10K
HFS
1608
Hopwood Financial Services
Virginia
$9.77K
YAL
1609
Your Advocates Ltd
Texas
$9.77K
HHGA
1610
Halbert Hargrove Global Advisors
California
$9.77K +$9.37K +35 New
DWM
1611
Dogwood Wealth Management
Kansas
$8.66K +$3.21K +12 +63%
PG
1612
Proffitt & Goodson
Tennessee
$8.66K +$8.3K +31 New
TCM
1613
TD Capital Management
Tennessee
$8.54K
JFG
1614
JDM Financial Group
Texas
$8.38K
AAG
1615
Accordant Advisory Group
Maryland
$7.82K
KTC
1616
Kentucky Trust Company
Kentucky
$7.82K
MAM
1617
Marquette Asset Management
Minnesota
$7.54K +$7.23K +27 New
BCM
1618
Boreal Capital Management
Florida
$6.98K
BFS
1619
Bare Financial Services
Pennsylvania
$6.14K +$1.34K +5 +29%
GFWA
1620
Grey Fox Wealth Advisors
Delaware
$5.86K +$5.62K +21 New
KG
1621
Kilter Group
New York
$5.58K +$1.61K +6 +43%
SWP
1622
SIMA Wealth Partners
Virginia
$5.58K +$5.36K +20 New
AWM
1623
Accredited Wealth Management
Kentucky
$5.31K +$48.5K +181 +953%
ACM
1624
Anfield Capital Management
California
$5.3K -$1.87K -7 -27%
BHWM
1625
Bay Harbor Wealth Management
Maryland
$5.3K +$1.07K +4 +27%