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
CASB
1026
Cape Ann Savings Bank
Massachusetts
$433K
VC
1027
Veracity Capital
Georgia
$433K
GCM
1028
G2 Capital Management
Ohio
$433K
AWM
1029
Aprio Wealth Management
Georgia
$432K
FAT
1030
First American Trust
California
$432K
BFO
1031
Boston Family Office
Massachusetts
$426K
BL
1032
BFSG LLC
California
$424K
WorldQuant Millennium Advisors
1033
WorldQuant Millennium Advisors
New York
$424K
TWM
1034
Trueblood Wealth Management
Ohio
$423K
HCM
1035
Howland Capital Management
Massachusetts
$421K
WSC
1036
Wellington Shields & Co
New York
$421K
RC
1037
Randolph Company
Ohio
$420K
ATFA
1038
All Terrain Financial Advisors
Minnesota
$417K
HA
1039
Hamel Associates
New Jersey
$417K
SFO
1040
Stokes Family Office
Louisiana
$416K
CT
1041
Colonial Trust
South Carolina
$414K
AF
1042
Advisornet Financial
Minnesota
$414K
SPA
1043
Sherbrooke Park Advisers
New York
$411K
RSWM
1044
Robertson Stephens Wealth Management
California
$409K
HCM
1045
Howard Capital Management
Georgia
$409K
SB
1046
Simmons Bank
Arkansas
$406K
AWA
1047
Aaron Wealth Advisors
Illinois
$405K
WG
1048
Welch Group
Alabama
$405K
MA
1049
MKT Advisors
California
$404K
DIA
1050
Dana Investment Advisors
Wisconsin
$404K