TRV icon

Travelers Companies

1,643 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, 570 increasing their positions, 562 reducing their positions, and 97 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: 570 | Existing positions reduced: 562

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
1,643
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
AIP
926
Ameritas Investment Partners
Nebraska
$573K
IAIM
927
International Assets Investment Management
Florida
$567K
UCMOK
928
United Capital Management of KS
Kansas
$567K
BPC
929
Bearing Point Capital
Minnesota
$564K
AC
930
AlphaCore Capital
California
$563K
POIA
931
Pin Oak Investment Advisors
Texas
$563K
PMSA
932
Patrick M. Sweeney & Associates
Illinois
$563K
MSFP
933
Mark Sheptoff Financial Planning
Connecticut
$563K
PMWMG
934
Parr McKnight Wealth Management Group
Minnesota
$562K
FGA
935
Fortis Group Advisors
New Jersey
$560K
DWM
936
Defined Wealth Management
Oregon
$560K
FB
937
Finward Bancorp
Indiana
$558K
FTC
938
Farmers Trust Company
Ohio
$554K
PJSIMP
939
P.J. Schmidt Investment Management (PJS)
Wisconsin
$552K
JSW
940
Journey Strategic Wealth
New Jersey
$551K
PP
941
PDS Planning
Ohio
$548K
WAM
942
WFA Asset Management
Wisconsin
$548K
BWM
943
Brown Wealth Management
Illinois
$545K
PFBT
944
Parkside Financial Bank & Trust
Missouri
$544K
OCG
945
Opus Capital Group
Ohio
$543K
ECM
946
Evergreen Capital Management
Washington
$543K
SC
947
Scotia Capital
Ontario, Canada
$540K
MIM
948
Marco Investment Management
Georgia
$539K
FNC
949
First National Corp
Massachusetts
$539K
MA
950
Mutual Advisors
Nebraska
$536K