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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
BI
1701
BFI Infinity
Switzerland
-$484K -1,808 Closed
BMCM
1702
Burns Matteson Capital Management
New York
-$470K -1,756 Closed
SFS
1703
Sowell Financial Services
Arkansas
-$466K -1,742 Closed
T
1704
Transce3nd
Texas
-$449K -1,680 Closed
BSTWA
1705
Blake Schutter Theil Wealth Advisors
Ohio
-$410K -1,531 Closed
WG
1706
Winton Group
United Kingdom
-$382K -1,429 Closed
KIA
1707
Knollwood Investment Advisory
Maryland
-$378K -1,412 Closed
TC
1708
TownSquare Capital
Utah
-$362K -1,353 Closed
MF
1709
Magnetar Financial
Illinois
-$346K -1,292 Closed
IC
1710
Iconiq Capital
California
-$338K -1,263 Closed
WPW
1711
Waldron Private Wealth
Pennsylvania
-$325K -1,215 Closed
SMA
1712
Sage Mountain Advisors
Georgia
-$283K -1,059 Closed
OAM
1713
Oxford Asset Management
United Kingdom
-$265K -992 Closed
MPM
1714
MBB Public Markets
Illinois
-$264K -988 Closed
CC
1715
Centiva Capital
New York
-$230K -861 Closed
FCBT
1716
First Citizens Bank & Trust
North Carolina
-$230K -859 Closed
TFP
1717
Tilia Fiduciary Partners
North Carolina
-$227K -848 Closed
LA
1718
Latitude Advisors
Florida
-$222K -829 Closed
PA
1719
PharVision Advisers
Florida
-$222K -829 Closed
FAG
1720
Fortitude Advisory Group
Washington
-$214K -800 Closed
MCC
1721
Money Concepts Capital
Florida
-$212K -791 Closed
FAIM
1722
Financial Advocates Investment Management
Washington
-$209K -780 Closed
BCP
1723
Blue Chip Partners
Michigan
-$208K -779 Closed
BIM
1724
Baldwin Investment Management
Pennsylvania
-$207K -775 Closed
GDP
1725
Great Diamond Partners
Maine
-$201K -752 Closed