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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
LNB
926
Ledyard National Bank
$586K – – –
CDDEC
927
Caisse Des Depots Et Consignations
France
$584K – – –
SOW
928
State of Wyoming
Wyoming
$581K +$46.6K +174 +9%
WFI
929
West Family Investments
California
$580K +$4.82K +18 +0.9%
MLL
930
Moody Lynn & Lieberson
Massachusetts
$575K -$67.2K -251 -11%
LA
931
Lifeworks Advisors
Michigan
$575K -$7.77K -29 -1%
DI
932
Diligent Investors
California
$574K – – –
AIP
933
Ameritas Investment Partners
Nebraska
$573K -$28.9K -108 -5%
IAIM
934
International Assets Investment Management
Florida
$567K – – –
UCMOK
935
United Capital Management of KS
Kansas
$567K +$543K +2,029 New
BPC
936
Bearing Point Capital
Minnesota
$564K – – –
AC
937
AlphaCore Capital
California
$563K +$137K +511 +34%
POIA
938
Pin Oak Investment Advisors
Texas
$563K +$273K +1,019 +102%
PMSA
939
Patrick M. Sweeney & Associates
Illinois
$563K – – –
MSFP
940
Mark Sheptoff Financial Planning
Connecticut
$563K – – –
PMWMG
941
Parr McKnight Wealth Management Group
Minnesota
$562K – – –
FGA
942
Fortis Group Advisors
New Jersey
$560K +$2.14K +8 +0.4%
DWM
943
Defined Wealth Management
Oregon
$560K +$803 +3 +0.1%
FB
944
Finward Bancorp
Indiana
$558K -$42.8K -160 -7%
FTC
945
Farmers Trust Company
Ohio
$554K – – –
PJSIMP
946
P.J. Schmidt Investment Management (PJS)
Wisconsin
$552K +$4.82K +18 +0.9%
JSW
947
Journey Strategic Wealth
New Jersey
$551K +$121K +451 +30%
PP
948
PDS Planning
Ohio
$548K -$2.41K -9 -0.5%
WAM
949
WFA Asset Management
Wisconsin
$548K +$2.68K +10 +0.4%
BWM
950
Brown Wealth Management
Illinois
$545K +$5.89K +22 +1%
36 37
38
39 40

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.