We are live on ! Find out more
TRV icon

Travelers Companies

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: 1,6291,665 (+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: 1311 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
SPA
1051
Sherbrooke Park Advisers
New York
$411K +$109K +408 +38%
RSWM
1052
Robertson Stephens Wealth Management
California
$409K -$3.48K -13 -0.9%
HCM
1053
Howard Capital Management
Georgia
$409K +$11.2K +42 +3%
SB
1054
Simmons Bank
Arkansas
$406K
AWA
1055
Aaron Wealth Advisors
Illinois
$405K +$89.2K +333 +30%
WG
1056
Welch Group
Alabama
$405K +$388K +1,450 New
MA
1057
MKT Advisors
California
$404K
DIA
1058
Dana Investment Advisors
Wisconsin
$404K
EWM
1059
Evermay Wealth Management
Virginia
$403K -$71K -265 -15%
TIA
1060
Tiemann Investment Advisors
California
$403K
RWP
1061
RWA Wealth Partners
Massachusetts
$403K +$8.57K +32 +2%
IC
1062
Inscription Capital
Texas
$403K +$3.48K +13 +0.9%
MPIA
1063
Milestones Private Investment Advisors
New York
$402K
HNWA
1064
Henrickson Nauta Wealth Advisors
Michigan
$402K +$9.64K +36 +3%
HPBT
1065
Hickory Point Bank & Trust
Illinois
$396K
FWM
1066
ForthRight Wealth Management
Georgia
$395K -$15.3K -57 -4%
AO
1067
Advisor OS
Illinois
$394K -$21.7K -81 -5%
AIM
1068
Aspen Investment Management
Michigan
$393K
GWWM
1069
Great Waters Wealth Management
Minnesota
$393K +$536 +2 +0.1%
RA
1070
Riversedge Advisors
Delaware
$391K +$138K +517 +58%
MSS
1071
Mitchell Sinkler & Starr
Pennsylvania
$391K
WIC
1072
Woodmont Investment Counsel
Tennessee
$390K +$2.68K +10 +0.7%
WIM
1073
WealthPlan Investment Management
Nebraska
$389K -$5.09K -19 -1%
MCWS
1074
McKinley Carter Wealth Services
West Virginia
$389K -$32.9K -123 -8%
WWC
1075
Waypoint Wealth Counsel
Georgia
$389K +$171K +637 +84%