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Travelers Companies

1,641 hedge funds and large institutions have $51.7B invested in Travelers Companies in 2025 Q3 according to their latest regulatory filings, with 158 funds opening new positions, 569 increasing their positions, 561 reducing their positions, and 96 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: $ → $

1% more repeat investments, than reductions

Existing positions increased: 569 | Existing positions reduced: 561

1.6% less ownership

Funds ownership: 83.78%82.18% (-1.6%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
1,641
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
SAI
1001
Savvy Advisors Inc
New York
$464K
NPT
1002
Nixon Peabody Trust
Massachusetts
$463K
QWP
1003
Quotient Wealth Partners
Texas
$462K
A
1004
AlphaQuest
New York
$461K
CNTOF
1005
Canandaigua National Trust of Florida
New York
$460K
CPIA
1006
Cornell Pochily Investment Advisors
New York
$460K
OF
1007
Optimize Financial
California
$458K
FG
1008
Fiduciary Group
Georgia
$456K
BHWM
1009
Bar Harbor Wealth Management
New Hampshire
$454K
AWA
1010
AGH Wealth Advisors
Kansas
$452K
HPM
1011
Hudson Portfolio Management
New York
$451K
CAM
1012
Cozad Asset Management
Illinois
$448K
BWP
1013
Balboa Wealth Partners
Arizona
$448K
HFM
1014
Harvest Fund Management
China
$447K
LFA
1015
Legacy Financial Advisors
Kentucky
$447K
TPW
1016
Transatlantique Private Wealth
New York
$444K
AC
1017
Avestar Capital
New York
$443K
LS
1018
Livforsakringsbolaget Skandia
Sweden
$442K
KFS
1019
Kurt F. Somerville
$440K
SWM
1020
Segment Wealth Management
Texas
$439K
UF
1021
Univest Financial
Pennsylvania
$438K
WA
1022
Waddell & Associates
Tennessee
$438K
BHBT
1023
Burke & Herbert Bank & Trust
Virginia
$436K
GVCM
1024
Global View Capital Management
Wisconsin
$436K
CASB
1025
Cape Ann Savings Bank
Massachusetts
$433K