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Travelers Companies

1,769 hedge funds and large institutions have $53.8B invested in Travelers Companies in 2025 Q4 according to their latest regulatory filings, with 228 funds opening new positions, 629 increasing their positions, 579 reducing their positions, and 85 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 in top 10

Funds holding in top 10:

more funds holding

Funds holding:

9% more repeat investments, than reductions

Existing positions increased: 629 | Existing positions reduced: 579

4% more capital invested

Capital invested by funds: $51.9B → $53.8B (+$1.9B)

0.73% more ownership

Funds ownership: 82.42%83.15% (+0.73%)

Holders
1,769
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$170M
Puts
$123M
Net Calls
Net Calls Change

Top Buyers

1 +$137M
2 +$129M
3 +$107M
4
Two Sigma Investments
Two Sigma Investments
New York
+$101M
5
Amundi
Amundi
France
+$88.4M

Top Sellers

1 -$1.09B
2 -$475M
3 -$163M
4
Barclays
Barclays
United Kingdom
-$119M
5
Macquarie Group
Macquarie Group
Australia
-$118M
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
551
Capital Wealth Planning
Florida
$2.32M
EFS
552
Essex Financial Services
Connecticut
$2.3M
EF
553
Empirical Finance
Pennsylvania
$2.29M
MMPW
554
Mitchell McLeod Pugh & Williams
Alabama
$2.29M
SSWM
555
Smith Salley Wealth Management
North Carolina
$2.29M
VF
556
Virtu Financial
New York
$2.29M
CM
557
Capula Management
Cayman Islands
$2.27M
CA
558
Clearstead Advisors
Ohio
$2.27M
ACM
559
Ashford Capital Management
Delaware
$2.25M
CWP
560
Concord Wealth Partners
Virginia
$2.25M
NDSIB
561
North Dakota State Investment Board
North Dakota
$2.25M
WB
562
Webster Bank
Connecticut
$2.24M
EOJOAM
563
E. Ohman J:or Asset Management
Sweden
$2.24M
FFS
564
Founders Financial Securities
Maryland
$2.23M
CAMV
565
Concord Asset Management (Virginia)
Virginia
$2.23M
FNT
566
First National Trust
Pennsylvania
$2.22M
OIA
567
OneDigital Investment Advisors
Kansas
$2.21M
NGA
568
Naples Global Advisors
Florida
$2.21M
SCA
569
Snowden Capital Advisors
New York
$2.2M
AG
570
Ascent Group
Virginia
$2.2M
CIA
571
Concurrent Investment Advisors
Florida
$2.2M
CP
572
Cornerstone Planning
North Carolina
$2.19M
Focus Partners Wealth
573
Focus Partners Wealth
Massachusetts
$2.19M
FFWA
574
FRG Family Wealth Advisors
Washington
$2.18M
CSP
575
Cary Street Partners
Virginia
$2.18M