TRV icon

Travelers Companies

1,640 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, 569 increasing their positions, 561 reducing their positions, and 96 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: 569 | Existing positions reduced: 561

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
1,640
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
KC
851
Kepler Cheuvreux
$699K
JAG
852
Journey Advisory Group
Kentucky
$697K
MIF
853
Mediolanum International Funds
Ireland
$697K
BTW
854
Boston Trust Walden
Massachusetts
$694K
FSA
855
Franklin Street Advisors
North Carolina
$692K
SG
856
StoneX Group
New York
$691K
SVWAG
857
Sound View Wealth Advisors Group
Georgia
$687K
ESB
858
Essex Savings Bank
Connecticut
$687K
EW
859
Evoke Wealth
California
$685K
NAM
860
NorthCrest Asset Manangement
Minnesota
$685K
TCA
861
Transcend Capital Advisors
New Jersey
$684K
MWM
862
Modera Wealth Management
New Jersey
$684K
SRL
863
Scientech Research LLC
New Jersey
$682K
HCA
864
Harbour Capital Advisors
Virginia
$681K
FRM
865
Fox Run Management
Connecticut
$679K
SWP
866
Stratos Wealth Partners
Ohio
$678K
IAS
867
Insigneo Advisory Services
Florida
$676K
BCM
868
Brookstone Capital Management
Illinois
$675K
MFIM
869
Mesirow Financial Investment Management
Illinois
$674K
LFG
870
Larson Financial Group
Missouri
$672K
NWM
871
Northcape Wealth Management
New York
$670K
AIM
872
Alhambra Investment Management
Florida
$670K
CIBC World Market
873
CIBC World Market
Ontario, Canada
$666K
BWM
874
Baron Wealth Management
Michigan
$666K
RC
875
Rexford Capital
Texas
$665K