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
PDM
1276
Penn Davis McFarland
Texas
$261K
UAS
1277
United Asset Strategies
New York
$259K +$249K +929 New
ECM
1278
Eisler Capital Management
United Kingdom
$258K +$247K +924 New
GCM
1279
Genus Capital Management
British Columbia, Canada
$257K -$1.89M -7,050 -88%
BWM
1280
BNC Wealth Management
Oregon
$257K +$536 +2 +0.2%
ATS
1281
Ashton Thomas Securities
New York
$256K +$18.7K +70 +8%
APG
1282
Abacus Planning Group
South Carolina
$256K +$5.36K +20 +2%
HCMT
1283
Highland Capital Management (Tennessee)
Tennessee
$255K
IF
1284
Ironwood Financial
Arizona
$254K
MFS
1285
Madrona Financial Services
Washington
$254K -$536 -2 -0.2%
NFP
1286
Narus Financial Partners
Utah
$254K
ECM
1287
Elgethun Capital Management
South Dakota
$254K
FCFC
1288
First Commonwealth Financial Corp
Pennsylvania
$253K +$243K +907 New
MK
1289
MASTERINVEST Kapitalanlage
$253K +$35.6K +133 +17%
OCM
1290
One Capital Management
California
$251K -$40.4K -151 -14%
CS
1291
Cannell & Spears
New York
$250K +$2.95K +11 +1%
TWC
1292
TD Waterhouse Canada
Ontario, Canada
$250K -$6.7K -25 -3%
DCM
1293
DGS Capital Management
New Jersey
$249K +$239K +893 New
NWWA
1294
New Wave Wealth Advisors
Arkansas
$249K +$23K +86 +11%
GFPC
1295
Global Financial Private Client
Florida
$247K +$1.34K +5 +0.6%
KRW
1296
Kaufman Rossin Wealth
Florida
$246K -$15.3K -57 -6%
EWA
1297
Exencial Wealth Advisors
Oklahoma
$246K +$236K +881 New
LPT
1298
Legacy Private Trust
Wisconsin
$246K -$26.2K -98 -10%
FA
1299
Fiduciary Alliance
South Carolina
$245K -$22.2K -83 -9%
LJAC
1300
L.J. Altfest & Co
New York
$245K -$39.4K -147 -14%