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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
CF
1001
Centaurus Financial
California
$474K -$130K -487 -22%
NRS
1002
Neville Rodie & Shaw
New York
$474K
NL
1003
NWAM LLC
Washington
$473K +$2.14K +8 +0.5%
AP
1004
Appleton Partners
Massachusetts
$470K
WPP
1005
Whalerock Point Partners
Rhode Island
$469K
AIM
1006
Athena Investment Management
California
$467K -$12.3K -46 -3%
VA
1007
VestGen Advisors
Illinois
$467K +$123K +461 +38%
OAM
1008
Oberweis Asset Management
Illinois
$466K -$66.1K -247 -13%
BB
1009
Busey Bank
Illinois
$464K -$28.1K -105 -6%
SAI
1010
Savvy Advisors Inc
New York
$464K +$445K +1,662 New
NPT
1011
Nixon Peabody Trust
Massachusetts
$463K -$186K -695 -30%
QWP
1012
Quotient Wealth Partners
Texas
$462K -$48.7K -182 -10%
A
1013
AlphaQuest
New York
$461K +$442K +1,652 New
CNTOF
1014
Canandaigua National Trust of Florida
New York
$460K
CPIA
1015
Cornell Pochily Investment Advisors
New York
$460K +$14.7K +55 +3%
OF
1016
Optimize Financial
California
$458K +$54.4K +203 +14%
FG
1017
Fiduciary Group
Georgia
$456K
BHWM
1018
Bar Harbor Wealth Management
New Hampshire
$454K
AWA
1019
AGH Wealth Advisors
Kansas
$452K -$1.87K -7 -0.4%
HPM
1020
Hudson Portfolio Management
New York
$451K
CAM
1021
Cozad Asset Management
Illinois
$448K -$16.9K -63 -4%
BWP
1022
Balboa Wealth Partners
Arizona
$448K -$1.07K -4 -0.2%
HFM
1023
Harvest Fund Management
China
$447K -$9.11K -34 -2%
LFA
1024
Legacy Financial Advisors
Kentucky
$447K +$101K +377 +31%
TPW
1025
Transatlantique Private Wealth
New York
$444K -$407K -1,519 -49%