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
FNT
1151
First Nebraska Trust
Nebraska
$327K
NQWM
1152
Northwest Quadrant Wealth Management
Oregon
$326K +$803 +3 +0.3%
EA
1153
Everpar Advisors
Oklahoma
$326K +$16.1K +60 +5%
TPI
1154
Trust Point Inc
Wisconsin
$326K +$312K +1,166 New
EARNEST Partners
1155
EARNEST Partners
Georgia
$326K -$4.29K -16 -1%
WH
1156
Willner & Heller
California
$325K +$1.34K +5 +0.4%
WP
1157
Wealthspan Partners
Iowa
$324K
OBWG
1158
Onyx Bridge Wealth Group
New York
$324K +$2.95K +11 +1%
LWM
1159
Lyell Wealth Management
California
$322K
RCA
1160
Resonant Capital Advisors
Wisconsin
$322K +$26.2K +98 +9%
CFS
1161
CRA Financial Services
New Jersey
$321K +$5.09K +19 +2%
AAM
1162
Advisors Asset Management
Colorado
$321K +$536 +2 +0.2%
ECM
1163
EagleClaw Capital Management
Massachusetts
$320K
AA
1164
Alta Advisers
United Kingdom
$320K
GSEP
1165
Golden State Equity Partners
California
$319K -$76.1K -284 -20%
VF
1166
Virtu Financial
New York
$319K +$306K +1,142 New
FWA
1167
Flagship Wealth Advisors
Massachusetts
$318K -$3.75K -14 -1%
SCA
1168
Sippican Capital Advisors
Massachusetts
$317K
ZIM
1169
Zacks Investment Management
Illinois
$316K +$24.6K +92 +9%
AWM
1170
Accurate Wealth Management
Florida
$316K -$5.09K -19 -2%
WBC
1171
Westpac Banking Corp
Australia
$316K
KFGG
1172
Keystone Financial Group (Georgia)
Georgia
$316K -$4.02K -15 -1%
KAM
1173
Knightsbridge Asset Management
California
$315K +$10.2K +38 +3%
VA
1174
Valmark Advisers
Ohio
$315K -$2.41K -9 -0.8%
JWA
1175
JFS Wealth Advisors
Pennsylvania
$313K