TRV icon

Travelers Companies

1,656 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, 577 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 capital invested

Capital invested by funds: $ → $

2% more repeat investments, than reductions

Existing positions increased: 577 | Existing positions reduced: 564

1.49% less ownership

Funds ownership: 83.79%82.29% (-1.5%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
1,656
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
RE
676
Rydar Equities
Texas
$1.33M
GWM
677
Geneos Wealth Management
Colorado
$1.33M
RBWA
678
RFG - Bristol Wealth Advisors
Massachusetts
$1.31M
DC
679
Davenport & Co
Virginia
$1.31M
NWAG
680
Net Worth Advisory Group
Utah
$1.3M
FFM
681
Forum Financial Management
Illinois
$1.3M
FNBT
682
FineMark National Bank & Trust
Florida
$1.29M
PG
683
Prostatis Group
Maryland
$1.29M
CRI
684
Commonwealth Retirement Investments
Virginia
$1.29M
TFA
685
Transamerica Financial Advisors
Florida
$1.28M
PA
686
Procyon Advisors
Connecticut
$1.27M
JF
687
Jump Financial
Illinois
$1.27M
SYBT
688
Stock Yards Bank & Trust
Kentucky
$1.27M
B
689
Bailard
California
$1.26M
EH
690
Equitable Holdings
New York
$1.26M
CPCPP
691
Canada Post Corporation Pension Plan
Canada
$1.25M
CWM
692
Calamos Wealth Management
Illinois
$1.25M
CFO
693
Callan Family Office
Pennsylvania
$1.25M
TSS
694
Two Sigma Securities
New York
$1.23M
BIM
695
Bridges Investment Management
Nebraska
$1.22M
AFA
696
AA Financial Advisors
Ohio
$1.22M
IAMOG
697
Investors Asset Management of Georgia
Georgia
$1.22M
AWA
698
Arkadios Wealth Advisors
Georgia
$1.2M
MSE
699
MUFG Securities EMEA
United Kingdom
$1.2M
SG
700
Somerset Group
Minnesota
$1.2M