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Travelers Companies

1,656 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, 577 increasing their positions, 564 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: $ → $

2% more repeat investments, than reductions

Existing positions increased: 577 | Existing positions reduced: 564

1.49% less ownership

Funds ownership: 83.79%82.29% (-1.5%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
1,656
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
HFS
1601
Hopwood Financial Services
Virginia
$9.77K
HHGA
1602
Halbert Hargrove Global Advisors
California
$9.77K
DWM
1603
Dogwood Wealth Management
Kansas
$8.66K
PG
1604
Proffitt & Goodson
Tennessee
$8.66K
TCM
1605
TD Capital Management
Tennessee
$8.54K
JFG
1606
JDM Financial Group
Texas
$8.38K
AAG
1607
Accordant Advisory Group
Maryland
$7.82K
KTC
1608
Kentucky Trust Company
Kentucky
$7.82K
MAM
1609
Marquette Asset Management
Minnesota
$7.54K
BCM
1610
Boreal Capital Management
Florida
$6.98K
BFS
1611
Bare Financial Services
Pennsylvania
$6.14K
GFWA
1612
Grey Fox Wealth Advisors
Delaware
$5.86K
KG
1613
Kilter Group
New York
$5.58K
AWM
1614
Accredited Wealth Management
Kentucky
$5.31K
ACM
1615
Anfield Capital Management
California
$5.3K
BHWM
1616
Bay Harbor Wealth Management
Maryland
$5.3K
GWSA
1617
Global Wealth Strategies & Associates
Colorado
$5.07K
GA
1618
Guerra Advisors
Florida
$4.47K
RWA
1619
Redmont Wealth Advisors
Illinois
$4.19K
CWP
1620
Clark Wealth Partners
Illinois
$4.06K
Simplex Trading
1621
Simplex Trading
Illinois
$4K
TFM
1622
TFC Financial Management
Massachusetts
$3.91K
PWA
1623
Principia Wealth Advisory
Texas
$3.63K
AG
1624
AmeriFlex Group
Nevada
$3.35K
HIA
1625
HFM Investment Advisors
New Jersey
$3.35K