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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
AC
1026
Avestar Capital
New York
$443K +$130K +484 +44%
LS
1027
Livforsakringsbolaget Skandia
Sweden
$442K
KFS
1028
Kurt F. Somerville
$440K
SWM
1029
Segment Wealth Management
Texas
$439K -$10.2K -38 -2%
UF
1030
Univest Financial
Pennsylvania
$438K -$15.8K -59 -4%
WA
1031
Waddell & Associates
Tennessee
$438K +$132K +493 +46%
BHBT
1032
Burke & Herbert Bank & Trust
Virginia
$436K
GVCM
1033
Global View Capital Management
Wisconsin
$436K +$64.3K +240 +18%
CASB
1034
Cape Ann Savings Bank
Massachusetts
$433K
VC
1035
Veracity Capital
Georgia
$433K -$14.2K -53 -3%
GCM
1036
G2 Capital Management
Ohio
$433K +$7.77K +29 +2%
AWM
1037
Aprio Wealth Management
Georgia
$432K +$19K +71 +5%
FAT
1038
First American Trust
California
$432K -$12.1K -45 -3%
BFO
1039
Boston Family Office
Massachusetts
$426K
BL
1040
BFSG LLC
California
$424K -$37.2K -139 -8%
WorldQuant Millennium Advisors
1041
WorldQuant Millennium Advisors
New York
$424K +$407K +1,519 New
TWM
1042
Trueblood Wealth Management
Ohio
$423K +$803 +3 +0.2%
HCM
1043
Howland Capital Management
Massachusetts
$421K -$30.3K -113 -7%
WSC
1044
Wellington Shields & Co
New York
$421K
RC
1045
Randolph Company
Ohio
$420K
ATFA
1046
All Terrain Financial Advisors
Minnesota
$417K
HA
1047
Hamel Associates
New Jersey
$417K +$400K +1,495 New
SFO
1048
Stokes Family Office
Louisiana
$416K +$178K +663 +80%
CT
1049
Colonial Trust
South Carolina
$414K -$536 -2 -0.1%
AF
1050
Advisornet Financial
Minnesota
$414K -$12.3K -46 -3%