TRV icon

Travelers Companies

1,645 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, 571 increasing their positions, 563 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: 571 | Existing positions reduced: 563

1.49% less ownership

Funds ownership: 83.78%82.29% (-1.5%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
1,645
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
CH
1401
Cromwell Holdings
Wyoming
$176K
ATC
1402
Adirondack Trust Company
New York
$176K
DWA
1403
Dougherty Wealth Advisers
Minnesota
$175K
JGIA
1404
Jackson Grant Investment Advisers
Connecticut
$174K
OL
1405
OneFund LLC
Florida
$173K
OC
1406
Oakworth Capital
Alabama
$171K
HNB
1407
Hilltop National Bank
Wyoming
$171K
SAS
1408
Spurstone Advisory Services
Connecticut
$166K
GWSG
1409
GPS Wealth Strategies Group
Colorado
$166K
BGAI
1410
Bruce G. Allen Investments
Colorado
$164K
TF
1411
Tompkins Financial
New York
$160K
ECM
1412
Estabrook Capital Management
New York
$158K
SIM
1413
Sentry Investment Management
Wisconsin
$158K
PWMG
1414
Prestige Wealth Management Group
New Jersey
$155K
VCM
1415
Versant Capital Management
Arizona
$151K
BHWM
1416
Beaird Harris Wealth Management
Texas
$150K
HWM
1417
Hemington Wealth Management
Virginia
$150K
CFS
1418
CGC Financial Services
Oregon
$150K
CHC
1419
City Holding Co
West Virginia
$150K
HIA
1420
Harbor Investment Advisory
Maryland
$148K
SWIM
1421
Smallwood Wealth Investment Management
New Jersey
$146K
SA
1422
SRH Advisors
Kansas
$144K
ITIM
1423
Indiana Trust & Investment Management
Indiana
$142K
MR
1424
Munich Reinsurance
$141K
HIMS
1425
Hager Investment Management Services
New Hampshire
$140K