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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
Financial Engines Advisors
901
Financial Engines Advisors
California
$631K -$1.07K -4 -0.2%
AWM
902
Axxcess Wealth Management
California
$625K -$371K -1,387 -38%
SEA
903
Stegent Equity Advisors
Texas
$625K +$33.7K +126 +6%
WCM
904
Weik Capital Management
Pennsylvania
$624K – – –
EWA
905
EverSource Wealth Advisors
Alabama
$624K +$48.7K +182 +9%
CI
906
Cigna Investments
Connecticut
$620K – – –
TCM
907
Tradewinds Capital Management
Washington
$618K +$49.5K +185 +9%
Fisher Asset Management
908
Fisher Asset Management
Washington
$618K +$101K +378 +21%
BA
909
Bridgewater Advisors
New York
$616K +$37.8K +141 +7%
FHA
910
Flagship Harbor Advisors
Massachusetts
$615K -$181K -675 -23%
CGL
911
Clarius Group LLC
Washington
$615K -$160K -599 -21%
KIM
912
Kestra Investment Management
Texas
$612K -$1.3M -4,849 -69%
LIM
913
Leavell Investment Management
Alabama
$612K – – –
CSB
914
City State Bank
Iowa
$610K -$21.4K -80 -4%
APP
915
Avantax Planning Partners
Iowa
$604K +$268 +1 +0%
RWA
916
River Wealth Advisors
Pennsylvania
$604K +$1.07K +4 +0.2%
WJWM
917
Williams Jones Wealth Management
New York
$604K – – –
SCTC
918
Sanibel Captiva Trust Company
Florida
$603K – – –
SWA
919
Sax Wealth Advisors
New Jersey
$602K +$23K +86 +4%
WS
920
Wedbush Securities
California
$602K -$64.3K -240 -10%
EC
921
EntryPoint Capital
New York
$597K +$573K +2,139 New
Empower Advisory Group
922
Empower Advisory Group
Colorado
$594K -$10.4K -39 -2%
SGCA
923
Steel Grove Capital Advisors
Tennessee
$593K – – –
SC
924
SouthState Corp
Florida
$593K -$20.1K -75 -3%
KFGK
925
Keystone Financial Group (Kentucky)
Kentucky
$589K – – –
35 36
37
38 39

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.