TRV icon

Travelers Companies

1,656 hedge funds and large institutions have $51.8B invested in Travelers Companies in 2025 Q3 according to their latest regulatory filings, with 158 funds opening new positions, 577 increasing their positions, 564 reducing their positions, and 95 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: $ → $

2% more repeat investments, than reductions

Existing positions increased: 577 | Existing positions reduced: 564

1.49% less ownership

Funds ownership: 83.79%82.29% (-1.5%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
1,656
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
LA
926
Lifeworks Advisors
Michigan
$575K
DI
927
Diligent Investors
California
$574K
AIP
928
Ameritas Investment Partners
Nebraska
$573K
IAIM
929
International Assets Investment Management
Florida
$567K
UCMOK
930
United Capital Management of KS
Kansas
$567K
BPC
931
Bearing Point Capital
Minnesota
$564K
AC
932
AlphaCore Capital
California
$563K
POIA
933
Pin Oak Investment Advisors
Texas
$563K
PMSA
934
Patrick M. Sweeney & Associates
Illinois
$563K
MSFP
935
Mark Sheptoff Financial Planning
Connecticut
$563K
PMWMG
936
Parr McKnight Wealth Management Group
Minnesota
$562K
FGA
937
Fortis Group Advisors
New Jersey
$560K
DWM
938
Defined Wealth Management
Oregon
$560K
FB
939
Finward Bancorp
Indiana
$558K
FTC
940
Farmers Trust Company
Ohio
$554K
PJSIMP
941
P.J. Schmidt Investment Management (PJS)
Wisconsin
$552K
JSW
942
Journey Strategic Wealth
New Jersey
$551K
PP
943
PDS Planning
Ohio
$548K
WAM
944
WFA Asset Management
Wisconsin
$548K
BWM
945
Brown Wealth Management
Illinois
$545K
PFBT
946
Parkside Financial Bank & Trust
Missouri
$544K
OCG
947
Opus Capital Group
Ohio
$543K
ECM
948
Evergreen Capital Management
Washington
$543K
SC
949
Scotia Capital
Ontario, Canada
$540K
MIM
950
Marco Investment Management
Georgia
$539K