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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
NWMG
851
National Wealth Management Group
Ohio
$713K +$683K +2,552 New
FNBSF
852
First National Bank Sioux Falls
South Dakota
$711K -$4.29K -16 -0.6%
BFO
853
Biltmore Family Office
North Carolina
$708K +$455K +1,700 +204%
TVM
854
True Vision MN
Minnesota
$707K – – –
SFS
855
Stiles Financial Services
Minnesota
$707K +$1.34K +5 +0.2%
GC
856
Grimes & Company
Massachusetts
$702K +$19.5K +73 +3%
MG
857
Mather Group
Illinois
$702K +$90.8K +339 +16%
BIA
858
Beacon Investment Advisors
Maryland
$700K +$268 +1 +0%
KC
859
Kepler Cheuvreux
$699K +$671K +2,505 New
JAG
860
Journey Advisory Group
Kentucky
$697K -$26.8K -100 -4%
MIF
861
Mediolanum International Funds
Ireland
$697K +$675K +2,519 New
BTW
862
Boston Trust Walden
Massachusetts
$694K – – –
FSA
863
Franklin Street Advisors
North Carolina
$692K -$26.8K -100 -4%
SG
864
StoneX Group
New York
$691K +$803 +3 +0.1%
SVWAG
865
Sound View Wealth Advisors Group
Georgia
$687K -$11.2K -42 -2%
ESB
866
Essex Savings Bank
Connecticut
$687K – – –
EW
867
Evoke Wealth
California
$685K +$36.4K +136 +6%
NAM
868
NorthCrest Asset Manangement
Minnesota
$685K +$219K +819 +52%
TCA
869
Transcend Capital Advisors
New Jersey
$684K +$108K +402 +20%
MWM
870
Modera Wealth Management
New Jersey
$684K +$35.3K +132 +6%
SRL
871
Scientech Research LLC
New Jersey
$682K +$654K +2,443 New
HCA
872
Harbour Capital Advisors
Virginia
$681K +$268 +1 +0%
FRM
873
Fox Run Management
Connecticut
$679K +$651K +2,431 New
SWP
874
Stratos Wealth Partners
Ohio
$678K +$25.4K +95 +4%
IAS
875
Insigneo Advisory Services
Florida
$676K -$31.1K -116 -5%
33 34
35
36 37

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.