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Travelers Companies

1,659 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, 578 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

2% more capital invested

Capital invested by funds: $50.6B → $51.8B (+$1.19B)

1.49% less ownership

Funds ownership: 83.8%82.31% (-1.5%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
1,659
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
AP
1001
Appleton Partners
Massachusetts
$470K
WPP
1002
Whalerock Point Partners
Rhode Island
$469K
AIM
1003
Athena Investment Management
California
$467K
VA
1004
VestGen Advisors
Illinois
$467K
OAM
1005
Oberweis Asset Management
Illinois
$466K
BB
1006
Busey Bank
Illinois
$464K
SAI
1007
Savvy Advisors Inc
New York
$464K
NPT
1008
Nixon Peabody Trust
Massachusetts
$463K
QWP
1009
Quotient Wealth Partners
Texas
$462K
A
1010
AlphaQuest
New York
$461K
CNTOF
1011
Canandaigua National Trust of Florida
New York
$460K
CPIA
1012
Cornell Pochily Investment Advisors
New York
$460K
OF
1013
Optimize Financial
California
$458K
FG
1014
Fiduciary Group
Georgia
$456K
BHWM
1015
Bar Harbor Wealth Management
New Hampshire
$454K
AWA
1016
AGH Wealth Advisors
Kansas
$452K
HPM
1017
Hudson Portfolio Management
New York
$451K
CAM
1018
Cozad Asset Management
Illinois
$448K
BWP
1019
Balboa Wealth Partners
Arizona
$448K
HFM
1020
Harvest Fund Management
China
$447K
LFA
1021
Legacy Financial Advisors
Kentucky
$447K
TPW
1022
Transatlantique Private Wealth
New York
$444K
AC
1023
Avestar Capital
New York
$443K
LS
1024
Livforsakringsbolaget Skandia
Sweden
$442K
KFS
1025
Kurt F. Somerville
$440K