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: 1,6291,665 (+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
CAMV
551
Concord Asset Management (Virginia)
Virginia
$2.09M +$72.3K +270 +4%
VAM
552
Virtue Asset Management
Illinois
$2.08M +$2M +7,453 New
VVP
553
Venture Visionary Partners
Ohio
$2.07M +$1.34K +5 +0.1%
JFGIW
554
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.06M +$39.1K +146 +2%
JIC
555
Johnson Investment Counsel
Ohio
$2.06M +$634K +2,368 +47%
CWP
556
Concord Wealth Partners
Virginia
$2.06M +$39.1K +146 +2%
OIA
557
OneDigital Investment Advisors
Kansas
$2.05M -$8.03K -30 -0.4%
SGI
558
Summit Global Investments
Utah
$2.05M -$87.3K -326 -4%
BMC
559
Benin Management Corp
Connecticut
$2.04M -$53.6K -200 -3%
MMPW
560
Mitchell McLeod Pugh & Williams
Alabama
$2.04M -$5.62K -21 -0.3%
CSS
561
Cubist Systematic Strategies
Connecticut
$2.04M +$1.95M +7,291 New
Two Sigma Investments
562
Two Sigma Investments
New York
$2.04M -$6.91M -25,789 -78%
QWM
563
Quadcap Wealth Management
Texas
$2.04M -$23.8K -89 -1%
AG
564
Ascent Group
Virginia
$2.03M +$86.5K +323 +5%
VIA
565
Virtus Investment Advisers
Connecticut
$2.01M +$492K +1,838 +34%
NMIMC
566
Northwestern Mutual Investment Management Company
Wisconsin
$2M -$13.9K -52 -0.7%
JSL
567
JT Stratford LLC
Georgia
$2M +$43.6K +163 +2%
Fayez Sarofim & Co
568
Fayez Sarofim & Co
Texas
$1.99M -$123K -460 -6%
PA
569
Profund Advisors
Maryland
$1.96M +$117K +437 +7%
GFA
570
Gifford Fong Associates
California
$1.96M
NA
571
Nordwand Advisors
Pennsylvania
$1.94M +$13.4K +50 +0.7%
WA
572
WBH Advisory
Maryland
$1.93M -$54.9K -205 -3%
Eagle Capital Management (New York)
573
Eagle Capital Management (New York)
New York
$1.93M
PA
574
Parallel Advisors
California
$1.92M +$6.16K +23 +0.3%
S
575
SignatureFD
Georgia
$1.92M +$47.9K +179 +3%