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