TRV icon

Travelers Companies

1,659 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, 578 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

2% more capital invested

Capital invested by funds: $50.6B → $51.8B (+$1.19B)

1.49% less ownership

Funds ownership: 83.8%82.31% (-1.5%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
1,659
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
FFO
1526
Fortitude Family Office
Arizona
$40.5K
NSIM
1527
North Star Investment Management
Illinois
$40.4K
TC
1528
Trust Company
Kansas
$40.2K
RA
1529
Rise Advisors
New York
$40K
CMA
1530
Cedar Mountain Advisors
Oregon
$39.1K
BFPW
1531
BOK Financial Private Wealth
Colorado
$38.8K
ANBT
1532
American National Bank & Trust
Texas
$38.5K
MEG
1533
Millstone Evans Group
Colorado
$38.3K
SIS
1534
Sound Income Strategies
Florida
$37.6K
HAP
1535
Harbor Asset Planning
Massachusetts
$36.3K
HFS
1536
Hughes Financial Services
Virginia
$35.6K
CIR
1537
Clear Investment Research
Georgia
$34.9K
NSG
1538
Nalls Sherbakoff Group
Tennessee
$33.5K
SWA
1539
SOA Wealth Advisors
New York
$33.4K
NWM
1540
Nova Wealth Management
Florida
$33.1K
YP
1541
YANKCOM Partnership
South Dakota
$31.6K
NECFA
1542
New England Capital Financial Advisors
Connecticut
$30.7K
ETS
1543
ESL Trust Services
New York
$30.4K
LIA
1544
Luken Investment Analytics
Tennessee
$29.6K
QWM
1545
Quaker Wealth Management
New Jersey
$28.8K
DWA
1546
Delos Wealth Advisors
Texas
$27.9K
PA
1547
Pineridge Advisors
Missouri
$27.9K
LC
1548
Lavaca Capital
Texas
$27.9K
B
1549
Birchbrook
Maine
$27.9K
MTIC
1550
Missouri Trust & Investment Company
Missouri
$27.9K