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
WWA
1501
Wealth Watch Advisors
Colorado
$58.9K +$56.5K +211 New
MA
1502
MCF Advisors
Kentucky
$57.7K +$268 +1 +0.5%
PWMG
1503
Private Wealth Management Group
New Jersey
$57.2K
VC
1504
Vestor Capital
Illinois
$56K -$387K -1,446 -88%
KOCAA
1505
Knights of Columbus Asset Advisors
Connecticut
$55.8K
PW
1506
Pandora Wealth
Illinois
$55.8K
RFA
1507
Reyes Financial Architecture
California
$55.8K +$53.6K +200 New
HWA
1508
Heritage Wealth Advisors
Virginia
$55K -$2.68K -10 -5%
OAJ
1509
Ogorek Anthony Joseph
New York
$54K +$268 +1 +0.5%
SIS
1510
Strategic Investment Solutions
Illinois
$53.4K
NRG
1511
Nemes Rush Group
Michigan
$53.3K
FCAS
1512
First Command Advisory Services
Texas
$51.7K
API
1513
Asset Planning Inc
California
$51.1K
YDMI
1514
Y.D. More Investments
Israel
$50.5K -$6.96K -26 -13%
WBC
1515
West Branch Capital
Massachusetts
$50K
KSB
1516
Kennebec Savings Bank
Maine
$50K -$17.4K -65 -27%
TFA
1517
Toth Financial Advisory
Virginia
$47.7K
FPB
1518
First PREMIER Bank
South Dakota
$47K
FDW
1519
Fourth Dimension Wealth
Ohio
$46.1K
PPC
1520
Park Place Capital
Alabama
$46.1K
CTA
1521
Colonial Trust Advisors
South Carolina
$44.7K +$12.6K +47 +42%
AT
1522
Arlington Trust
Alabama
$42.4K
SIC
1523
SJS Investment Consulting
Ohio
$42.2K
PFA
1524
Pathway Financial Advisers
Indiana
$42.2K +$40.4K +151 New
AP
1525
Atwood & Palmer
Missouri
$41.9K -$23.6K -88 -37%