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
CFA
1326
Cahill Financial Advisors
Minnesota
$227K
BCM
1327
Becker Capital Management
Oregon
$227K
WAG
1328
Winthrop Advisory Group
Massachusetts
$227K
HWM
1329
Horizons Wealth Management
North Carolina
$227K
WAM
1330
Walker Asset Management
Missouri
$227K
PCM
1331
Penserra Capital Management
California
$226K
RWP
1332
Revolve Wealth Partners
New Jersey
$226K
PIP
1333
Peachtree Investment Partners
Florida
$225K
OL
1334
Optas LLC
Texas
$224K
LW
1335
Linscomb Wealth
Texas
$224K
LCM
1336
Logan Capital Management
Pennsylvania
$223K
FCT
1337
First Community Trust
Iowa
$223K
SNBOSD
1338
Security National Bank of So Dak
Iowa
$223K
BWMG
1339
Barnes Wealth Management Group
California
$223K
AT
1340
American Trust
Kentucky
$223K
VBA
1341
von Borstel & Associates
Oregon
$222K
CB
1342
CNB Bank
Pennsylvania
$222K
SIC
1343
Salem Investment Counselors
North Carolina
$222K
PK
1344
Pflug Koory
Nebraska
$221K
AAMC
1345
Asset Allocation & Management Company
Illinois
$221K
IRC
1346
Investors Research Corp
Georgia
$221K
OP
1347
ORG Partners
Indiana
$221K
MSAM
1348
Moloney Securities Asset Management
Missouri
$221K
MSWM
1349
Mowery & Schoenfeld Wealth Management
Illinois
$221K
CRWM
1350
Castle Rock Wealth Management
California
$220K