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: 1,6281,665 (+37)

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)

1.49% 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
+37
Holders Change %
+2.27%
% of All Funds
21.86%
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
SNBOSD
1351
Security National Bank of So Dak
Iowa
$223K
BWMG
1352
Barnes Wealth Management Group
California
$223K +$4.02K +15 +2%
AT
1353
American Trust
Kentucky
$223K +$213K +797 New
VBA
1354
von Borstel & Associates
Oregon
$222K +$211K +787 New
CB
1355
CNB Bank
Pennsylvania
$222K
SIC
1356
Salem Investment Counselors
North Carolina
$222K
PK
1357
Pflug Koory
Nebraska
$221K -$6.7K -25 -3%
AAMC
1358
Asset Allocation & Management Company
Illinois
$221K
IRC
1359
Investors Research Corp
Georgia
$221K
OP
1360
ORG Partners
Indiana
$221K +$4.02K +15 +2%
MSAM
1361
Moloney Securities Asset Management
Missouri
$221K
MSWM
1362
Mowery & Schoenfeld Wealth Management
Illinois
$221K
CRWM
1363
Castle Rock Wealth Management
California
$220K +$1.07K +4 +0.5%
NERM
1364
New England Research & Management
Illinois
$220K
MFA
1365
Mayflower Financial Advisors
Massachusetts
$219K +$2.41K +9 +1%
WF
1366
Wayfinding Financial
Washington
$219K
AC
1367
Apella Capital
Connecticut
$218K +$223K +834 New
BB
1368
Bell Bank
North Dakota
$218K +$209K +780 New
CSPIA
1369
Cary Street Partners Investment Advisory
Virginia
$218K +$13.9K +52 +7%
PCM
1370
Payne Capital Management
New York
$217K
AIA
1371
AIMZ Investment Advisors
California
$217K
OC
1372
Oarsman Capital
Wisconsin
$217K
MCI
1373
MRP Capital Investments
Georgia
$217K +$217K +810 New
AA
1374
Auxano Advisors
Washington
$217K -$268 -1 -0.1%
EA
1375
Emerald Advisors
Washington
$216K