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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
RF
1626
Rossby Financial
Florida
$3.33K
EWP
1627
Elevation Wealth Partners
California
$3.07K
HBW
1628
Hazlett, Burt & Watson
West Virginia
$3K
TFGT
1629
TS Financial Group (TSFG)
Illinois
$3K
PP
1630
PFS Partners
New Jersey
$2.79K
SRCM
1631
Signature Resources Capital Management
California
$2.79K
HWA
1632
Heartwood Wealth Advisors
Virginia
$2.79K
NFSG
1633
Newbridge Financial Services Group
Florida
$2.51K
BIM
1634
Breakwater Investment Management
Washington
$2.51K
WW
1635
Winnow Wealth
Texas
$2.24K
PS
1636
PayPay Securities
Japan
$2.24K
TIM
1637
Thompson Investment Management
Wisconsin
$2.23K
TCM
1638
Tanaka Capital Management
New York
$2K
RS
1639
Rakuten Securities
Japan
$1.96K
SSG
1640
Summit Securities Group
New York
$1.96K
SA
1641
Seneschal Advisors
Washington
$1.68K
APW
1642
Aventura Private Wealth
Florida
$1.68K
SN
1643
Sittner & Nelson
Oregon
$1.68K
FNWA
1644
Financial Network Wealth Advisors
Utah
$1.68K
AP
1645
Aspect Partners
Virginia
$1.68K
TCB
1646
Texas Capital Bancshares
Texas
$1.68K
CPG
1647
Cornerstone Planning Group
New Jersey
$1.5K
WA
1648
WestEnd Advisors
North Carolina
$1.4K
MSWA
1649
Marshall & Sterling Wealth Advisors
New York
$1.12K
SHIM
1650
Stone House Investment Management
Pennsylvania
$558