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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: 1,6291,665 (+36)

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)

1.5% 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
+36
Holders Change %
+2.21%
% of All Funds
21.85%
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
SDJVC
776
St. Denis J. Villere & Co
Louisiana
$922K
PAS
777
Point72 Asia (Singapore)
Singapore
$916K +$878K +3,280 New
AAM
778
AR Asset Management
California
$911K
SA
779
Strategic Advisors
New York
$911K -$2.68K -10 -0.3%
LCM
780
LVM Capital Management
Michigan
$908K
MPPW
781
Mitchell & Pahl Private Wealth
Oklahoma
$900K -$10.7K -40 -1%
QCIG
782
Quad-Cities Investment Group
Iowa
$896K +$1.07K +4 +0.1%
RIG
783
RiverFront Investment Group
Virginia
$894K +$144K +539 +20%
KF
784
Krilogy Financial
Missouri
$892K +$864K +3,225 New
WPC
785
Wedmont Private Capital
Pennsylvania
$891K -$11.8K -44 -1%
RYIA
786
Roehl & Yi Investment Advisors
Oregon
$889K -$113K -421 -12%
RMDI
787
R.M. Davis Inc
Maine
$883K
ACI
788
Alpha Cubed Investments
California
$870K -$803 -3 -0.1%
EFA
789
Evernest Financial Advisors
Indiana
$869K -$11.2K -42 -1%
DFCM
790
Dark Forest Capital Management
Puerto Rico
$868K -$1.72M -6,426 -67%
BTWM
791
Baker Tilly Wealth Management
Wisconsin
$864K -$204K -762 -20%
BFG
792
Berger Financial Group
Minnesota
$863K -$5.89K -22 -0.7%
WBCM
793
Wilson & Boucher Capital Management
California
$862K
VHAM
794
Van Hulzen Asset Management
California
$859K +$268 +1 +0%
P
795
Pitcairn
Pennsylvania
$857K -$180K -672 -18%
PB
796
Pinnacle Bancorp
Nebraska
$857K
LFAS
797
Level Four Advisory Services
Texas
$850K +$12.9K +48 +2%
FRA
798
Frank Rimerman Advisors
California
$850K -$6.43K -24 -0.8%
SAM
799
Silvercrest Asset Management
New York
$842K -$201K -750 -20%
PCIA
800
Prime Capital Investment Advisors
Kansas
$839K +$299K +1,117 +59%