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
NC
1726
NewSquare Capital
Pennsylvania
BCMLT
1727
Beacon Capital Management LLC (Tennessee)
Tennessee
RAM
1728
Riggs Asset Management
Pennsylvania
TPWA
1729
Twin Peaks Wealth Advisors
California
WA
1730
Whipplewood Advisors
Colorado
KWM
1731
Kiker Wealth Management
Georgia
WPA
1732
Wealth Preservation Advisors
Tennessee
PFG
1733
Putney Financial Group
California
CWM
1734
CarsonAllaria Wealth Management
Illinois
LFA
1735
Legend Financial Advisors
Pennsylvania
RL
1736
Rogco LP
Oklahoma
GC
1737
GFG Capital
Florida
SO
1738
Sierra Ocean
California
WCM
1739
WealthTrak Capital Management
Virginia
GC
1740
Garde Capital
Washington
WTFG
1741
Wood Tarver Financial Group
Idaho
LWMI
1742
Legacy Wealth Management (Idaho)
Idaho
BA
1743
Bellwether Advisors
Nebraska
MAFA
1744
MJT & Associates Financial Advisory
Minnesota
SC
1745
Stephens Consulting
Michigan
HWA
1746
HHM Wealth Advisors
Tennessee
TIM
1747
Total Investment Management
Arizona
EWA
1748
EQ Wealth Advisors
Texas
LFA
1749
LGT Financial Advisors
Texas
NL
1750
NVWM LLC
Pennsylvania