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Travelers Companies

1,665 hedge funds and large institutions have $51.9B invested in Travelers Companies in 2025 Q3 according to their latest regulatory filings, with 159 funds opening new positions, 580 increasing their positions, 565 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 97

24% more call options, than puts

Call options by funds: $196M | Put options by funds: $158M

2% more funds holding

Funds holding: 1,6281,665 (+37)

3% more repeat investments, than reductions

Existing positions increased: 580 | Existing positions reduced: 565

2% more capital invested

Capital invested by funds: $50.7B → $51.9B (+$1.19B)

1.49% less ownership

Funds ownership: 83.92%82.42% (-1.5%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
1,665
Holders Change
+37
Holders Change %
+2.27%
% of All Funds
21.86%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.14%
New
159
Increased
580
Reduced
565
Closed
97
Calls
$196M
Puts
$158M
Net Calls
+$37.8M
Net Calls Change
+$23.4M
Name Holding Trade Value Shares
Change
Change in
Stake
GWSA
1626
Global Wealth Strategies & Associates
Colorado
$5.07K
GA
1627
Guerra Advisors
Florida
$4.47K +$4.29K +16 New
RWA
1628
Redmont Wealth Advisors
Illinois
$4.19K
CWP
1629
Clark Wealth Partners
Illinois
$4.06K +$803 +3 +27%
Simplex Trading
1630
Simplex Trading
Illinois
$4K +$4.55K +17 New
TFM
1631
TFC Financial Management
Massachusetts
$3.91K
PWA
1632
Principia Wealth Advisory
Texas
$3.63K +$268 +1 +8%
AG
1633
AmeriFlex Group
Nevada
$3.35K -$12.6K -47 -80%
HIA
1634
HFM Investment Advisors
New Jersey
$3.35K -$268 -1 -8%
RF
1635
Rossby Financial
Florida
$3.33K +$536 +2 +20%
EWP
1636
Elevation Wealth Partners
California
$3.07K +$2.95K +11 New
HBW
1637
Hazlett, Burt & Watson
West Virginia
$3K
TFGT
1638
TS Financial Group (TSFG)
Illinois
$3K +$2.41K +9 New
PP
1639
PFS Partners
New Jersey
$2.79K
SRCM
1640
Signature Resources Capital Management
California
$2.79K
HWA
1641
Heartwood Wealth Advisors
Virginia
$2.79K +$2.68K +10 New
NFSG
1642
Newbridge Financial Services Group
Florida
$2.51K -$970K -3,622 -100%
BIM
1643
Breakwater Investment Management
Washington
$2.51K +$536 +2 +29%
WW
1644
Winnow Wealth
Texas
$2.24K -$5.36K -20 -71%
PS
1645
PayPay Securities
Japan
$2.24K +$1.07K +4 +100%
TIM
1646
Thompson Investment Management
Wisconsin
$2.23K
TCM
1647
Tanaka Capital Management
New York
$2K +$1.61K +6 New
RS
1648
Rakuten Securities
Japan
$1.96K -$536 -2 -22%
SSG
1649
Summit Securities Group
New York
$1.96K +$1.87K +7 New
SA
1650
Seneschal Advisors
Washington
$1.68K +$1.61K +6 New