TRV icon

Travelers Companies

1,659 hedge funds and large institutions have $51.8B invested in Travelers Companies in 2025 Q3 according to their latest regulatory filings, with 158 funds opening new positions, 578 increasing their positions, 564 reducing their positions, and 95 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

2% more capital invested

Capital invested by funds: $50.6B → $51.8B (+$1.19B)

1.49% less ownership

Funds ownership: 83.8%82.31% (-1.5%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
1,659
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
RA
1251
RFG Advisory
Alabama
$270K
PWG
1252
Portside Wealth Group
Utah
$270K
CPBTD
1253
Central Pacific Bank - Trust Division
Hawaii
$270K
WSWA
1254
Warren Street Wealth Advisors
California
$270K
CGF
1255
Constant Guidance Financial
Massachusetts
$269K
UAG
1256
United Advisor Group
Ohio
$269K
FWM
1257
Focused Wealth Management
New York
$269K
NW
1258
Naviter Wealth
Arkansas
$269K
KFG
1259
Kelly Financial Group
Connecticut
$268K
MWM
1260
Meridian Wealth Management
Kentucky
$268K
TGIA
1261
Torrey Growth & Income Advisors
California
$266K
EI
1262
Ellevest Inc
New York
$266K
PCA
1263
Prosperity Capital Advisors
Ohio
$266K
SAG
1264
SageView Advisory Group
California
$265K
PFM
1265
Patton Fund Management
Texas
$265K
SMC
1266
Smith, Moore & Co
Missouri
$264K
BFA
1267
Brendel Financial Advisors
New Hampshire
$264K
IWM
1268
Iams Wealth Management
Nebraska
$263K
LGA
1269
Lebenthal Global Advisors
New York
$262K
GKWIM
1270
Gerber Kawasaki Wealth & Investment Management
California
$261K
PDM
1271
Penn Davis McFarland
Texas
$261K
UAS
1272
United Asset Strategies
New York
$259K
ECM
1273
Eisler Capital Management
United Kingdom
$258K
GCM
1274
Genus Capital Management
British Columbia, Canada
$257K
BWM
1275
BNC Wealth Management
Oregon
$257K