We are live on ! Find out more
TRV icon

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: 1,6281,665 (+37)

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)

1.49% 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
+37
Holders Change %
+2.27%
% 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
Caisse de Depot et Placement du Quebec (CDPQ)
301
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$7.79M -$7.27M -27,166 -49%
Nomura Holdings
302
Nomura Holdings
Japan
$7.77M -$7.86M -29,346 -51%
AAP
303
Arax Advisory Partners
Colorado
$7.65M +$6.67M +24,926 +1,015%
PKC
304
Palmer Knight Company
Florida
$7.61M -$218K -813 -3%
VRS
305
Virginia Retirement Systems
Virginia
$7.59M +$7.28M +27,200 New
KL
306
KWMG LLC
Kansas
$7.59M +$121K +451 +2%
GAM
307
Gotham Asset Management
New York
$7.57M +$1.42M +5,305 +24%
LOIM
308
Liberty One Investment Management
Illinois
$7.32M +$1.72M +6,408 +32%
Grantham, Mayo, Van Otterloo & Co (GMO)
309
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$7.31M +$5.38M +20,092 +330%
PAM
310
Palisade Asset Management
Minnesota
$7.3M -$8.57K -32 -0.1%
Cambridge Investment Research Advisors
311
Cambridge Investment Research Advisors
Iowa
$7.2M +$180K +674 +3%
OPERF
312
Oregon Public Employees Retirement Fund
Oregon
$7.18M +$1.66M +6,189 +32%
CA
313
Cullinan Associates
Kentucky
$7.12M +$582K +2,173 +9%
NA
314
NewEdge Advisors
Louisiana
$7.08M -$31.6K -118 -0.5%
NIM
315
NEOS Investment Management
Connecticut
$7.07M +$2.17M +8,099 +47%
SFA
316
Sequoia Financial Advisors
Ohio
$7.07M +$3.15M +11,781 +87%
FFM
317
Fisher Funds Management
New Zealand
$7.01M
SPG
318
Strategic Planning Group
Utah
$6.98M +$1.42M +5,290 +27%
MIM
319
Morningstar Investment Management
Illinois
$6.85M +$6.57M +24,526 New
HF
320
HRT Financial
New York
$6.82M +$6.54M +24,432 New
MOACM
321
Mutual of America Capital Management
New York
$6.81M -$423K -1,579 -6%
CCT
322
Capital City Trust
Florida
$6.81M -$279K -1,041 -4%
PGFC
323
Peapack-Gladstone Financial Corp
New Jersey
$6.75M +$2.48M +9,279 +62%
CI
324
CX Institutional
Indiana
$6.72M +$891K +3,329 +16%
JFG
325
Jefferies Financial Group
New York
$6.7M -$38.6M -143,972 -86%