TRV icon

Travelers Companies

1,638 hedge funds and large institutions have $51.7B invested in Travelers Companies in 2025 Q3 according to their latest regulatory filings, with 158 funds opening new positions, 567 increasing their positions, 561 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 capital invested

Capital invested by funds: $ → $

1% more repeat investments, than reductions

Existing positions increased: 567 | Existing positions reduced: 561

1.52% less ownership

Funds ownership: 83.7%82.18% (-1.5%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
1,638
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
BFG
576
Beacon Financial Group
Texas
$1.88M
CA
577
Clearstead Advisors
Ohio
$1.88M
SPS
578
Susquehanna Portfolio Strategies
Pennsylvania
$1.86M
NFA
579
Northern Financial Advisors
Michigan
$1.85M
MC
580
Muhlenkamp & Co
Pennsylvania
$1.85M
TIM
581
Tevis Investment Management
Texas
$1.84M
VT
582
Vise Technologies
New York
$1.84M
APIM
583
Agate Pass Investment Management
Washington
$1.84M
ACA
584
Aptus Capital Advisors
Alabama
$1.83M
DI
585
DAGCO Inc
Ohio
$1.83M
BAM
586
Belpointe Asset Management
Nevada
$1.83M
BI
587
Ballast Inc
Kentucky
$1.83M
HAG
588
HighPoint Advisor Group
Illinois
$1.82M
RMC
589
Resources Management Corp
Connecticut
$1.81M
QCG
590
Quadrant Capital Group
Ohio
$1.81M
TPCW
591
TD Private Client Wealth
New York
$1.8M
BWP
592
BSW Wealth Partners
Colorado
$1.8M
IWM
593
IHT Wealth Management
Illinois
$1.79M
DWM
594
Dakota Wealth Management
Florida
$1.79M
ANC
595
Ames National Corp
Iowa
$1.78M
PWC
596
PYA Waltman Capital
Tennessee
$1.77M
PCMU
597
Paragon Capital Management (Utah)
Utah
$1.76M
FT
598
Fiduciary Trust
Massachusetts
$1.76M
BJL
599
Brighton Jones LLC
Washington
$1.75M
LI
600
LRI Investments
Florida
$1.75M