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
CIP
651
Convergence Investment Partners
Florida
$1.45M
PA
652
PFG Advisors
Arizona
$1.45M
HTC
653
Haverford Trust Company
Pennsylvania
$1.44M
CCP
654
Carmel Capital Partners
California
$1.44M
GIA
655
Guyasuta Investment Advisors
Pennsylvania
$1.44M
IFWM
656
Institute for Wealth Management
Colorado
$1.44M
JIC
657
Joel Isaacson & Co
New York
$1.43M
GWMR
658
GC Wealth Management RIA
Massachusetts
$1.42M
BOTPPF
659
Board of the Pension Protection Fund
United Kingdom
$1.42M
ONB
660
Old National Bancorp
Indiana
$1.4M
PIM
661
Plato Investment Management
Australia
$1.4M
PTC
662
Private Trust Company
Ohio
$1.4M
TCOT
663
Trust Company of Toledo
Ohio
$1.4M
BCM
664
Barden Capital Management
Texas
$1.39M
VFA
665
Valeo Financial Advisors
Indiana
$1.39M
HCA
666
Harbor Capital Advisors
Illinois
$1.38M
MWM
667
Maridea Wealth Management
New York
$1.38M
BFA
668
Beaumont Financial Advisors
Massachusetts
$1.37M
BTI
669
Blue Trust Inc
Georgia
$1.37M
PWA
670
Providence Wealth Advisors
Illinois
$1.36M
CMI
671
Clare Market Investments
Texas
$1.36M
HDIM
672
Hanson & Doremus Investment Management
Vermont
$1.34M
RE
673
Rydar Equities
Texas
$1.33M
GWM
674
Geneos Wealth Management
Colorado
$1.33M
RBWA
675
RFG - Bristol Wealth Advisors
Massachusetts
$1.31M