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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
PWA
1626
Principia Wealth Advisory
Texas
$3.63K
AG
1627
AmeriFlex Group
Nevada
$3.35K
HIA
1628
HFM Investment Advisors
New Jersey
$3.35K
RF
1629
Rossby Financial
Florida
$3.33K
EWP
1630
Elevation Wealth Partners
California
$3.07K
HBW
1631
Hazlett, Burt & Watson
West Virginia
$3K
TFGT
1632
TS Financial Group (TSFG)
Illinois
$3K
PP
1633
PFS Partners
New Jersey
$2.79K
SRCM
1634
Signature Resources Capital Management
California
$2.79K
HWA
1635
Heartwood Wealth Advisors
Virginia
$2.79K
NFSG
1636
Newbridge Financial Services Group
Florida
$2.51K
BIM
1637
Breakwater Investment Management
Washington
$2.51K
WW
1638
Winnow Wealth
Texas
$2.24K
PS
1639
PayPay Securities
Japan
$2.24K
TIM
1640
Thompson Investment Management
Wisconsin
$2.23K
TCM
1641
Tanaka Capital Management
New York
$2K
RS
1642
Rakuten Securities
Japan
$1.96K
SSG
1643
Summit Securities Group
New York
$1.96K
SA
1644
Seneschal Advisors
Washington
$1.68K
APW
1645
Aventura Private Wealth
Florida
$1.68K
SN
1646
Sittner & Nelson
Oregon
$1.68K
AP
1647
Aspect Partners
Virginia
$1.68K
FNWA
1648
Financial Network Wealth Advisors
Utah
$1.68K
TCB
1649
Texas Capital Bancshares
Texas
$1.68K
CPG
1650
Cornerstone Planning Group
New Jersey
$1.5K