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
BB
1001
Busey Bank
Illinois
$464K
SAI
1002
Savvy Advisors Inc
New York
$464K
NPT
1003
Nixon Peabody Trust
Massachusetts
$463K
QWP
1004
Quotient Wealth Partners
Texas
$462K
A
1005
AlphaQuest
New York
$461K
CNTOF
1006
Canandaigua National Trust of Florida
New York
$460K
CPIA
1007
Cornell Pochily Investment Advisors
New York
$460K
OF
1008
Optimize Financial
California
$458K
FG
1009
Fiduciary Group
Georgia
$456K
BHWM
1010
Bar Harbor Wealth Management
New Hampshire
$454K
AWA
1011
AGH Wealth Advisors
Kansas
$452K
HPM
1012
Hudson Portfolio Management
New York
$451K
CAM
1013
Cozad Asset Management
Illinois
$448K
BWP
1014
Balboa Wealth Partners
Arizona
$448K
HFM
1015
Harvest Fund Management
China
$447K
LFA
1016
Legacy Financial Advisors
Kentucky
$447K
TPW
1017
Transatlantique Private Wealth
New York
$444K
AC
1018
Avestar Capital
New York
$443K
LS
1019
Livforsakringsbolaget Skandia
Sweden
$442K
KFS
1020
Kurt F. Somerville
$440K
SWM
1021
Segment Wealth Management
Texas
$439K
UF
1022
Univest Financial
Pennsylvania
$438K
WA
1023
Waddell & Associates
Tennessee
$438K
BHBT
1024
Burke & Herbert Bank & Trust
Virginia
$436K
GVCM
1025
Global View Capital Management
Wisconsin
$436K