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
AAM
776
AR Asset Management
California
$911K
SA
777
Strategic Advisors
New York
$911K
LCM
778
LVM Capital Management
Michigan
$908K
MPPW
779
Mitchell & Pahl Private Wealth
Oklahoma
$900K
QCIG
780
Quad-Cities Investment Group
Iowa
$896K
RIG
781
RiverFront Investment Group
Virginia
$894K
KF
782
Krilogy Financial
Missouri
$892K
WPC
783
Wedmont Private Capital
Pennsylvania
$891K
RMDI
784
R.M. Davis Inc
Maine
$883K
ACI
785
Alpha Cubed Investments
California
$870K
EFA
786
Evernest Financial Advisors
Indiana
$869K
DFCM
787
Dark Forest Capital Management
Puerto Rico
$868K
BTWM
788
Baker Tilly Wealth Management
Wisconsin
$864K
BFG
789
Berger Financial Group
Minnesota
$863K
WBCM
790
Wilson & Boucher Capital Management
California
$862K
VHAM
791
Van Hulzen Asset Management
California
$859K
P
792
Pitcairn
Pennsylvania
$857K
PB
793
Pinnacle Bancorp
Nebraska
$857K
LFAS
794
Level Four Advisory Services
Texas
$850K
FRA
795
Frank Rimerman Advisors
California
$850K
SAM
796
Silvercrest Asset Management
New York
$842K
PCIA
797
Prime Capital Investment Advisors
Kansas
$839K
CNB
798
Camden National Bank
Maine
$837K
PMAM
799
Picton Mahoney Asset Management
Ontario, Canada
$836K
FCP
800
Fidelis Capital Partners
Florida
$836K