TRV icon

Travelers Companies

1,659 hedge funds and large institutions have $51.8B invested in Travelers Companies in 2025 Q3 according to their latest regulatory filings, with 158 funds opening new positions, 578 increasing their positions, 564 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

2% more capital invested

Capital invested by funds: $50.6B → $51.8B (+$1.19B)

1.49% less ownership

Funds ownership: 83.8%82.31% (-1.5%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
1,659
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
I
576
InceptionR
California
$1.9M
TMAM
577
Tokio Marine Asset Management
Japan
$1.9M
LCM
578
Landscape Capital Management
New Jersey
$1.89M
BFG
579
Beacon Financial Group
Texas
$1.88M
CA
580
Clearstead Advisors
Ohio
$1.88M
SPS
581
Susquehanna Portfolio Strategies
Pennsylvania
$1.86M
NFA
582
Northern Financial Advisors
Michigan
$1.85M
MC
583
Muhlenkamp & Co
Pennsylvania
$1.85M
TIM
584
Tevis Investment Management
Texas
$1.84M
VT
585
Vise Technologies
New York
$1.84M
APIM
586
Agate Pass Investment Management
Washington
$1.84M
ACA
587
Aptus Capital Advisors
Alabama
$1.83M
DI
588
DAGCO Inc
Ohio
$1.83M
BAM
589
Belpointe Asset Management
Nevada
$1.83M
BI
590
Ballast Inc
Kentucky
$1.83M
HAG
591
HighPoint Advisor Group
Illinois
$1.82M
RMC
592
Resources Management Corp
Connecticut
$1.81M
QCG
593
Quadrant Capital Group
Ohio
$1.81M
TPCW
594
TD Private Client Wealth
New York
$1.8M
BWP
595
BSW Wealth Partners
Colorado
$1.8M
IWM
596
IHT Wealth Management
Illinois
$1.79M
DWM
597
Dakota Wealth Management
Florida
$1.79M
ANC
598
Ames National Corp
Iowa
$1.78M
AG
599
AIA Group
Hong Kong
$1.77M
PWC
600
PYA Waltman Capital
Tennessee
$1.77M