TRV icon

Travelers Companies

1,656 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, 577 increasing their positions, 564 reducing their positions, and 95 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: $ → $

2% more repeat investments, than reductions

Existing positions increased: 577 | Existing positions reduced: 564

1.49% less ownership

Funds ownership: 83.79%82.29% (-1.5%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
1,656
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
SWIM
1426
Smallwood Wealth Investment Management
New Jersey
$146K
SA
1427
SRH Advisors
Kansas
$144K
ITIM
1428
Indiana Trust & Investment Management
Indiana
$142K
MR
1429
Munich Reinsurance
$141K
TLA
1430
Tanglewood Legacy Advisors
Texas
$140K
HIMS
1431
Hager Investment Management Services
New Hampshire
$140K
EPIM
1432
Evelyn Partners Investment Management
$140K
CFO
1433
CVA Family Office
Colorado
$138K
AA
1434
Addison Advisors
Vermont
$136K
SAM
1435
S.A. Mason
Michigan
$132K
OIAM
1436
OFI Invest Asset Management
France
$130K
FFL
1437
Financial Freedom LLC
Ohio
$130K
NC
1438
North Capital
Utah
$127K
TH
1439
TCTC Holdings
Texas
$122K
SG Americas Securities
1440
SG Americas Securities
New York
$122K
CCA
1441
Catalyst Capital Advisors
New York
$121K
AFWM
1442
Abich Financial Wealth Management
Virginia
$121K
GSWM
1443
Golden State Wealth Management
California
$119K
DMBA
1444
Deseret Mutual Benefit Administrators
Utah
$118K
TCA
1445
Trifecta Capital Advisors
Illinois
$118K
SWP
1446
Strategic Wealth Partners
Ohio
$116K
TWD
1447
True Wealth Design
Ohio
$116K
WTA
1448
Washington Trust Advisors
Massachusetts
$113K
M
1449
MOTCO
Texas
$108K
FP
1450
Financial Perspectives
Minnesota
$106K