TRV icon

Travelers Companies

1,636 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, 567 increasing their positions, 559 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: $ → $

1% more repeat investments, than reductions

Existing positions increased: 567 | Existing positions reduced: 559

1.53% less ownership

Funds ownership: 83.7%82.17% (-1.5%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
1,636
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
MAS
1576
MPWM Advisory Solutions
Georgia
$12.8K
CFFP
1577
Center for Financial Planning
Michigan
$12.6K
WA
1578
Westfuller Advisors
New York
$12.3K
PWM
1579
Proathlete Wealth Management
Florida
$12K
KFPC
1580
KERR FINANCIAL PLANNING Corp
California
$11.5K
CWIG
1581
Chung Wu Investment Group
Texas
$11.2K
QL
1582
Quarry LP
New York
$10.6K
DPW
1583
DiNuzzo Private Wealth
Pennsylvania
$10.6K
DCM
1584
Davis Capital Management
Florida
$10.1K
CAL
1585
Capital Analysts LLC
Pennsylvania
$10K
HFS
1586
Hopwood Financial Services
Virginia
$9.77K
YAL
1587
Your Advocates Ltd
Texas
$9.77K
HHGA
1588
Halbert Hargrove Global Advisors
California
$9.77K
DWM
1589
Dogwood Wealth Management
Kansas
$8.66K
PG
1590
Proffitt & Goodson
Tennessee
$8.66K
TCM
1591
TD Capital Management
Tennessee
$8.54K
JFG
1592
JDM Financial Group
Texas
$8.38K
AAG
1593
Accordant Advisory Group
Maryland
$7.82K
KTC
1594
Kentucky Trust Company
Kentucky
$7.82K
MAM
1595
Marquette Asset Management
Minnesota
$7.54K
BFS
1596
Bare Financial Services
Pennsylvania
$6.14K
GFWA
1597
Grey Fox Wealth Advisors
Delaware
$5.86K
AWM
1598
Accredited Wealth Management
Kentucky
$5.31K
ACM
1599
Anfield Capital Management
California
$5.3K
BHWM
1600
Bay Harbor Wealth Management
Maryland
$5.3K