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
FFG
1101
Fiduciary Financial Group
California
$356K
DP
1102
Dearborn Partners
Illinois
$353K
CAC
1103
Core Alternative Capital
Georgia
$351K
MCM
1104
Monument Capital Management
Virginia
$351K
CSC
1105
Caldwell Sutter Capital
California
$351K
CWM
1106
Cornerstone Wealth Management
Missouri
$350K
LCM
1107
Liberty Capital Management
Michigan
$350K
WA
1108
Wealth Architects
California
$350K
PMFA
1109
Plante Moran Financial Advisors
Michigan
$349K
CCA
1110
Childress Capital Advisors
Texas
$345K
SPI
1111
Santori & Peters Inc
Pennsylvania
$345K
FZCM
1112
Flynn Zito Capital Management
New York
$345K
KP
1113
Keel Point
Alabama
$345K
SRC
1114
Sage Rhino Capital
California
$345K
WE
1115
Wealth Effects
Massachusetts
$344K
CFP
1116
Catalyst Financial Partners
Massachusetts
$343K
OWA
1117
One Wealth Advisors
California
$342K
AMG
1118
Advisors Management Group
Wisconsin
$339K
HI
1119
Harbour Investments
Wisconsin
$339K
ASG
1120
Ariston Services Group
California
$338K
SS
1121
Sunbelt Securities
Texas
$338K
PP
1122
Patten & Patten
Tennessee
$337K
CPA
1123
Capital Performance Advisors
California
$337K
MSFS
1124
Main Street Financial Solutions
Pennsylvania
$337K
GSWM
1125
Greenup Street Wealth Management
Michigan
$336K