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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
SWM
1026
Segment Wealth Management
Texas
$439K
UF
1027
Univest Financial
Pennsylvania
$438K
WA
1028
Waddell & Associates
Tennessee
$438K
BHBT
1029
Burke & Herbert Bank & Trust
Virginia
$436K
GVCM
1030
Global View Capital Management
Wisconsin
$436K
CASB
1031
Cape Ann Savings Bank
Massachusetts
$433K
VC
1032
Veracity Capital
Georgia
$433K
GCM
1033
G2 Capital Management
Ohio
$433K
AWM
1034
Aprio Wealth Management
Georgia
$432K
FAT
1035
First American Trust
California
$432K
BFO
1036
Boston Family Office
Massachusetts
$426K
BL
1037
BFSG LLC
California
$424K
WorldQuant Millennium Advisors
1038
WorldQuant Millennium Advisors
New York
$424K
TWM
1039
Trueblood Wealth Management
Ohio
$423K
HCM
1040
Howland Capital Management
Massachusetts
$421K
WSC
1041
Wellington Shields & Co
New York
$421K
RC
1042
Randolph Company
Ohio
$420K
ATFA
1043
All Terrain Financial Advisors
Minnesota
$417K
HA
1044
Hamel Associates
New Jersey
$417K
SFO
1045
Stokes Family Office
Louisiana
$416K
CT
1046
Colonial Trust
South Carolina
$414K
AF
1047
Advisornet Financial
Minnesota
$414K
SPA
1048
Sherbrooke Park Advisers
New York
$411K
RSWM
1049
Robertson Stephens Wealth Management
California
$409K
HCM
1050
Howard Capital Management
Georgia
$409K