TRV icon

Travelers Companies

1,644 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, 570 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: 570 | Existing positions reduced: 563

1.53% less ownership

Funds ownership: 83.78%82.24% (-1.5%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
1,644
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
HAP
1526
Harbor Asset Planning
Massachusetts
$36.3K
HFS
1527
Hughes Financial Services
Virginia
$35.6K
CIR
1528
Clear Investment Research
Georgia
$34.9K
SWA
1529
SOA Wealth Advisors
New York
$33.4K
NWM
1530
Nova Wealth Management
Florida
$33.1K
YP
1531
YANKCOM Partnership
South Dakota
$31.6K
NECFA
1532
New England Capital Financial Advisors
Connecticut
$30.7K
ETS
1533
ESL Trust Services
New York
$30.4K
LIA
1534
Luken Investment Analytics
Tennessee
$29.6K
QWM
1535
Quaker Wealth Management
New Jersey
$28.8K
GWS
1536
Greykasell Wealth Strategies
California
$27.9K
LC
1537
Lavaca Capital
Texas
$27.9K
B
1538
Birchbrook
Maine
$27.9K
MTIC
1539
Missouri Trust & Investment Company
Missouri
$27.9K
DWA
1540
Delos Wealth Advisors
Texas
$27.9K
PA
1541
Pineridge Advisors
Missouri
$27.9K
GTAM
1542
Global Trust Asset Management
Florida
$27.9K
CFG
1543
Clayton Financial Group
Missouri
$27.9K
OCM
1544
Osterweis Capital Management
California
$26.8K
BDPWM
1545
Barnes Dennig Private Wealth Management
Ohio
$26.8K
AWM
1546
Abound Wealth Management
Tennessee
$25.3K
RTL
1547
Red Tortoise LLC
Georgia
$25.3K
FWM
1548
FSA Wealth Management
Massachusetts
$25.1K
TSMHT
1549
Thurston Springer Miller Herd & Titak
Indiana
$24.3K
MWM
1550
Mascoma Wealth Management
New Hampshire
$24K