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Travelers Companies

1,643 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, 570 increasing their positions, 562 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: 562

1.6% less ownership

Funds ownership: 83.78%82.18% (-1.6%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
1,643
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
BFS
1601
Bare Financial Services
Pennsylvania
$6.14K
GFWA
1602
Grey Fox Wealth Advisors
Delaware
$5.86K
AWM
1603
Accredited Wealth Management
Kentucky
$5.31K
ACM
1604
Anfield Capital Management
California
$5.3K
BHWM
1605
Bay Harbor Wealth Management
Maryland
$5.3K
GWSA
1606
Global Wealth Strategies & Associates
Colorado
$5.07K
GA
1607
Guerra Advisors
Florida
$4.47K
RWA
1608
Redmont Wealth Advisors
Illinois
$4.19K
Simplex Trading
1609
Simplex Trading
Illinois
$4K
TFM
1610
TFC Financial Management
Massachusetts
$3.91K
AG
1611
AmeriFlex Group
Nevada
$3.35K
HIA
1612
HFM Investment Advisors
New Jersey
$3.35K
RF
1613
Rossby Financial
Florida
$3.33K
EWP
1614
Elevation Wealth Partners
California
$3.07K
HBW
1615
Hazlett, Burt & Watson
West Virginia
$3K
TFGT
1616
TS Financial Group (TSFG)
Illinois
$3K
PP
1617
PFS Partners
New Jersey
$2.79K
SRCM
1618
Signature Resources Capital Management
California
$2.79K
HWA
1619
Heartwood Wealth Advisors
Virginia
$2.79K
NFSG
1620
Newbridge Financial Services Group
Florida
$2.51K
BIM
1621
Breakwater Investment Management
Washington
$2.51K
WW
1622
Winnow Wealth
Texas
$2.24K
PS
1623
PayPay Securities
Japan
$2.24K
TIM
1624
Thompson Investment Management
Wisconsin
$2.23K
TCM
1625
Tanaka Capital Management
New York
$2K