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
21.86%
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
OCM
326
Olstein Capital Management
New York
$6.7M
DZ Bank
327
DZ Bank
Germany
$6.66M +$1.51M +5,634 +31%
PIM
328
Penobscot Investment Management
Massachusetts
$6.63M +$184K +687 +3%
PAG
329
Private Advisor Group
New Jersey
$6.51M +$49K +183 +0.8%
FCH
330
Freestone Capital Holdings
Washington
$6.5M +$89.7K +335 +1%
Pacer Advisors
331
Pacer Advisors
Pennsylvania
$6.47M +$1.3M +4,843 +26%
Wealthfront Advisers
332
Wealthfront Advisers
California
$6.44M +$690K +2,577 +13%
CBB
333
Citizens Business Bank
California
$6.32M +$140K +521 +2%
WTC
334
WhitTier Trust Company
Nevada
$6.27M -$5.89K -22 -0.1%
MHC
335
Meyer Handelman Company
New York
$6.25M
CB
336
Commerce Bank
Missouri
$6.19M +$15.3K +57 +0.3%
NB
337
Norinchukin Bank
Japan
$6.14M -$477K -1,783 -8%
BPA
338
Beacon Pointe Advisors
California
$6.12M +$807K +3,013 +16%
UB
339
UMB Bank
Missouri
$6.06M -$368K -1,375 -6%
WAM
340
Weiss Asset Management
Massachusetts
$6.06M +$5.81M +21,690 New
VCA
341
Verdence Capital Advisors
Maryland
$5.96M -$128K -478 -2%
PA
342
Pinnacle Associates
New York
$5.84M -$1.34K -5 -0%
GAM
343
Generali Asset Management
Italy
$5.78M -$114K -427 -2%
HPC
344
HM Payson & Co
Maine
$5.74M -$134K -500 -2%
SPIA
345
Steward Partners Investment Advisory
New York
$5.73M +$31.9K +119 +0.6%
PE
346
Point72 Europe
United Kingdom
$5.72M +$5.49M +20,500 New
Lazard Asset Management
347
Lazard Asset Management
New York
$5.7M +$404K +1,507 +8%
IMCOOI
348
Investment Management Corp of Ontario (IMCO)
Canada
$5.7M -$1.94M -7,231 -26%
RHIG
349
R.H. Investment Group
Arizona
$5.68M +$10.7K +40 +0.2%
VIM
350
Vinva Investment Management
Australia
$5.68M -$104K -387 -2%