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Travelers Companies

1,659 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, 578 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

2% more capital invested

Capital invested by funds: $50.6B → $51.8B (+$1.19B)

1.49% less ownership

Funds ownership: 83.8%82.31% (-1.5%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
1,659
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
DCM
1601
Davis Capital Management
Florida
$10.1K
CAL
1602
Capital Analysts LLC
Pennsylvania
$10K
YAL
1603
Your Advocates Ltd
Texas
$9.77K
HFS
1604
Hopwood Financial Services
Virginia
$9.77K
HHGA
1605
Halbert Hargrove Global Advisors
California
$9.77K
DWM
1606
Dogwood Wealth Management
Kansas
$8.66K
PG
1607
Proffitt & Goodson
Tennessee
$8.66K
TCM
1608
TD Capital Management
Tennessee
$8.54K
JFG
1609
JDM Financial Group
Texas
$8.38K
AAG
1610
Accordant Advisory Group
Maryland
$7.82K
KTC
1611
Kentucky Trust Company
Kentucky
$7.82K
MAM
1612
Marquette Asset Management
Minnesota
$7.54K
BCM
1613
Boreal Capital Management
Florida
$6.98K
BFS
1614
Bare Financial Services
Pennsylvania
$6.14K
GFWA
1615
Grey Fox Wealth Advisors
Delaware
$5.86K
KG
1616
Kilter Group
New York
$5.58K
AWM
1617
Accredited Wealth Management
Kentucky
$5.31K
ACM
1618
Anfield Capital Management
California
$5.3K
BHWM
1619
Bay Harbor Wealth Management
Maryland
$5.3K
GWSA
1620
Global Wealth Strategies & Associates
Colorado
$5.07K
GA
1621
Guerra Advisors
Florida
$4.47K
RWA
1622
Redmont Wealth Advisors
Illinois
$4.19K
CWP
1623
Clark Wealth Partners
Illinois
$4.06K
Simplex Trading
1624
Simplex Trading
Illinois
$4K
TFM
1625
TFC Financial Management
Massachusetts
$3.91K