TRV icon

Travelers Companies

1,643 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, 570 increasing their positions, 562 reducing their positions, and 97 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: 570 | Existing positions reduced: 562

1.6% less ownership

Funds ownership: 83.78%82.18% (-1.6%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
1,643
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
QCIG
776
Quad-Cities Investment Group
Iowa
$896K
RIG
777
RiverFront Investment Group
Virginia
$894K
KF
778
Krilogy Financial
Missouri
$892K
WPC
779
Wedmont Private Capital
Pennsylvania
$891K
RMDI
780
R.M. Davis Inc
Maine
$883K
ACI
781
Alpha Cubed Investments
California
$870K
EFA
782
Evernest Financial Advisors
Indiana
$869K
DFCM
783
Dark Forest Capital Management
Puerto Rico
$868K
BTWM
784
Baker Tilly Wealth Management
Wisconsin
$864K
BFG
785
Berger Financial Group
Minnesota
$863K
WBCM
786
Wilson & Boucher Capital Management
California
$862K
VHAM
787
Van Hulzen Asset Management
California
$859K
P
788
Pitcairn
Pennsylvania
$857K
PB
789
Pinnacle Bancorp
Nebraska
$857K
LFAS
790
Level Four Advisory Services
Texas
$850K
FRA
791
Frank Rimerman Advisors
California
$850K
SAM
792
Silvercrest Asset Management
New York
$842K
PCIA
793
Prime Capital Investment Advisors
Kansas
$839K
CNB
794
Camden National Bank
Maine
$837K
PMAM
795
Picton Mahoney Asset Management
Ontario, Canada
$836K
FCP
796
Fidelis Capital Partners
Florida
$836K
MLM
797
Mount Lucas Management
Pennsylvania
$834K
IAN
798
Integrated Advisors Network
Texas
$830K
CT
799
Chicago Trust
Illinois
$826K
CCA
800
Checchi Capital Advisers
California
$816K