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
BO
1726
Bank OZK
Arkansas
-$201K -750 Closed
CIG
1727
Cullen Investment Group
Louisiana
-$200K -748 Closed
MPW
1728
MASECO Private Wealth
-$113K -423 Closed
OPTFSNA
1729
Old Point Trust & Financial Services N A
Virginia
-$112K -420 Closed
GM
1730
GeoWealth Management
Illinois
-$102K -380 Closed
OWP
1731
ORG Wealth Partners
Texas
-$90.8K -340 Closed
CCM
1732
Carderock Capital Management
Maryland
-$80.3K -300 Closed
RI
1733
Ridgewood Investments
New Jersey
-$65.2K -244 Closed
OWA
1734
Opal Wealth Advisors
New York
-$56.7K -212 Closed
PSFG
1735
Park Square Financial Group
Georgia
-$54K -202 Closed
FIM
1736
FWL Investment Management
Texas
-$42.3K -158 Closed
NC
1737
NewSquare Capital
Pennsylvania
-$34.5K -129 Closed
BCMLT
1738
Beacon Capital Management LLC (Tennessee)
Tennessee
-$32.8K -123 Closed
RAM
1739
Riggs Asset Management
Pennsylvania
-$30.8K -115 Closed
TPWA
1740
Twin Peaks Wealth Advisors
California
-$29.7K -113 Closed
WA
1741
Whipplewood Advisors
Colorado
-$27K -101 Closed
KWM
1742
Kiker Wealth Management
Georgia
-$23K -86 Closed
WPA
1743
Wealth Preservation Advisors
Tennessee
-$17.4K -65 Closed
PFG
1744
Putney Financial Group
California
-$16.1K -60 Closed
CWM
1745
CarsonAllaria Wealth Management
Illinois
-$15K -56 Closed
LFA
1746
Legend Financial Advisors
Pennsylvania
-$11K -41 Closed
RL
1747
Rogco LP
Oklahoma
-$10.4K -39 Closed
GC
1748
GFG Capital
Florida
-$6.96K -26 Closed
SO
1749
Sierra Ocean
California
-$6.44K -24 Closed
WCM
1750
WealthTrak Capital Management
Virginia
-$4.55K -17 Closed