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Travelers Companies

1,745 hedge funds and large institutions have $53.7B invested in Travelers Companies in 2025 Q4 according to their latest regulatory filings, with 216 funds opening new positions, 624 increasing their positions, 576 reducing their positions, and 84 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:

4% more capital invested

Capital invested by funds: $51.8B → $53.7B (+$1.88B)

0.69% more ownership

Funds ownership: 82.29%82.98% (+0.69%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

Holders
1,745
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
$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
JIC
676
Joel Isaacson & Co
New York
$1.48M
WANY
677
Wealthspire Advisors (New York)
New York
$1.48M
SGI
678
Summit Global Investments
Utah
$1.48M
ETC
679
Exchange Traded Concepts
Oklahoma
$1.48M
JWCA
680
J.W. Cole Advisors
Florida
$1.47M
IPW
681
Impact Partnership Wealth
Georgia
$1.47M
VFA
682
Valeo Financial Advisors
Indiana
$1.47M
KC
683
Kepler Cheuvreux
$1.46M
BAM
684
Bayview Asset Management
Florida
$1.45M
SPC
685
Sigma Planning Corp
Michigan
$1.44M
DAS
686
Dynamic Advisor Solutions
Arizona
$1.44M
BTI
687
Blue Trust Inc
Georgia
$1.43M
BCM
688
Barden Capital Management
Texas
$1.43M
HCA
689
Harbor Capital Advisors
Illinois
$1.43M
PT
690
Plimoth Trust
Massachusetts
$1.43M
PTC
691
Private Trust Company
Ohio
$1.43M
SAM
692
Smartleaf Asset Management
Massachusetts
$1.42M
PIM
693
Plato Investment Management
Australia
$1.41M
TCOT
694
Trust Company of Toledo
Ohio
$1.4M
PA
695
Procyon Advisors
Connecticut
$1.39M
CWM
696
Calamos Wealth Management
Illinois
$1.38M
GWM
697
Geneos Wealth Management
Colorado
$1.38M
MYIA
698
Mount Yale Investment Advisors
Colorado
$1.38M
RBWA
699
RFG - Bristol Wealth Advisors
Massachusetts
$1.37M
CRI
700
Commonwealth Retirement Investments
Virginia
$1.36M