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Travelers Companies
TRV

1,665 hedge funds and large institutions have $51.9B invested in Travelers Companies in 2025 Q3 according to their latest regulatory filings, with 159 funds opening new positions, 580 increasing their positions, 565 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 97

24% more call options, than puts

Call options by funds: $196M | Put options by funds: $158M

2% more funds holding

Funds holding: 1,629 → 1,665 (+36)

3% more repeat investments, than reductions

Existing positions increased: 580 | Existing positions reduced: 565

2% more capital invested

Capital invested by funds: $50.7B → $51.9B (+$1.19B)

1.5% less ownership

Funds ownership: 83.92% → 82.42% (-1.5%)

15% less funds holding in top 10

Funds holding in top 10: 13 → 11 (-2)

Holders
1,665
Holders Change
+36
Holders Change %
+2.21%
% of All Funds
21.85%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.14%
New
159
Increased
580
Reduced
565
Closed
97
Calls
$196M
Puts
$158M
Net Calls
+$37.8M
Net Calls Change
+$23.4M

Top Buyers

1
BlackRock
BlackRock
New York
+$122M
2
A
AustralianSuper
Australia
+$120M
3
Nordea Investment Management
Nordea Investment Management
Sweden
+$95.8M
4
WP
Woodline Partners
California
+$95.6M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$88.7M

Top Sellers

1
UBS AM
UBS AM
Illinois
-$187M
2
ClearBridge Investments
ClearBridge Investments
New York
-$180M
3
Amundi
Amundi
France
-$140M
4
Morgan Stanley
Morgan Stanley
New York
-$113M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$101M
Name Holding Trade Value Shares
Change 		Change in
Stake
CNB
801
Camden National Bank
Maine
$837K – – –
PMAM
802
Picton Mahoney Asset Management
Ontario, Canada
$836K +$801K +2,992 New
FCP
803
Fidelis Capital Partners
Florida
$836K +$11.5K +43 +1%
MLM
804
Mount Lucas Management
Pennsylvania
$834K -$20.9K -78 -3%
IAN
805
Integrated Advisors Network
Texas
$830K +$8.3K +31 +1%
CT
806
Chicago Trust
Illinois
$826K +$536 +2 +0.1%
CCA
807
Checchi Capital Advisers
California
$816K -$51.7K -193 -6%
LCWP
808
Legacy Capital Wealth Partners
Arkansas
$815K -$141K -527 -15%
BEAM
809
Baker Ellis Asset Management
Washington
$815K +$782K +2,919 New
PCM
810
Polymer Capital Management
New York
$812K +$779K +2,909 New
BOS
811
Bank of Stockton
California
$810K -$1.34K -5 -0.2%
CWM
812
Connecticut Wealth Management
Connecticut
$810K +$49.8K +186 +7%
FNFDCM
813
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$809K – – –
IWA
814
IBEX Wealth Advisors
New Jersey
$807K +$10.7K +40 +1%
AIM
815
Anchor Investment Management
South Carolina
$806K +$477K +1,782 +162%
EB
816
Eastern Bank
Massachusetts
$795K +$50.3K +188 +7%
CHAM
817
Clear Harbor Asset Management
Connecticut
$795K – – –
AWM
818
Apollon Wealth Management
South Carolina
$792K -$141K -526 -16%
RTC
819
Real Talk Capital
Tennessee
$792K +$5.62K +21 +0.7%
WANY
820
Wealthspire Advisors (New York)
New York
$785K -$147K -550 -16%
GWANC
821
Guardian Wealth Advisors (North Carolina)
North Carolina
$784K +$4.29K +16 +0.6%
DS
822
DRW Securities
Illinois
$783K +$355K +1,324 +89%
CAMG
823
CWA Asset Management Group
Florida
$783K +$3.75K +14 +0.5%
CIA
824
Capital Investment Advisors
Georgia
$780K +$93.2K +348 +14%
GFP
825
Gryphon Financial Partners
Ohio
$779K -$63.7K -238 -8%
31 32
33
34 35

TRV Hedge Fund Activity: Q3 2025 in Review

1,665 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Travelers Companies (TRV) for Q3 2025, worth a combined $51.9B — up 2.3% from $50.7B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new TRV positions and 97 closed out — a net gain of 62 holders — while 580 added to existing stakes and 565 trimmed.

The largest buyer was BlackRock, adding an estimated $122M. The largest seller was UBS AM, cutting an estimated $187M.

  • 1,665 institutional investors held Travelers Companies (TRV) as of Q3 2025, up from 1,629 in Q2 2025.
  • Funds reported $51.9B of Travelers Companies stock for Q3 2025, up 2.3% quarter-over-quarter.
  • 159 funds opened new Travelers Companies positions in Q3 2025 and 97 closed out, a net change of +62 holders.
  • The largest Travelers Companies buyer in Q3 2025 was BlackRock, an estimated $122M added.
  • The largest Travelers Companies seller in Q3 2025 was UBS AM, an estimated $187M sold.

Based on aggregated 13F filings for Q3 2025.