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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
EWM
676
Empirical Wealth Management
Washington
$1.52M
HTC
677
Haverford Trust Company
Pennsylvania
$1.51M
GIA
678
Guyasuta Investment Advisors
Pennsylvania
$1.5M
PWA
679
Providence Wealth Advisors
Illinois
$1.49M
IFWM
680
Institute for Wealth Management
Colorado
$1.48M
JIC
681
Joel Isaacson & Co
New York
$1.48M
WANY
682
Wealthspire Advisors (New York)
New York
$1.48M
SGI
683
Summit Global Investments
Utah
$1.48M
ETC
684
Exchange Traded Concepts
Oklahoma
$1.48M
JWCA
685
J.W. Cole Advisors
Florida
$1.47M
IPW
686
Impact Partnership Wealth
Georgia
$1.47M
VFA
687
Valeo Financial Advisors
Indiana
$1.47M
KC
688
Kepler Cheuvreux
$1.46M
BAM
689
Bayview Asset Management
Florida
$1.45M
SPC
690
Sigma Planning Corp
Michigan
$1.44M
DAS
691
Dynamic Advisor Solutions
Arizona
$1.44M
PC
692
Parrish Capital
Georgia
$1.44M
BTI
693
Blue Trust Inc
Georgia
$1.43M
BCM
694
Barden Capital Management
Texas
$1.43M
HCA
695
Harbor Capital Advisors
Illinois
$1.43M
PT
696
Plimoth Trust
Massachusetts
$1.43M
PTC
697
Private Trust Company
Ohio
$1.43M
SAM
698
Smartleaf Asset Management
Massachusetts
$1.42M
PIM
699
Plato Investment Management
Australia
$1.41M
TCOT
700
Trust Company of Toledo
Ohio
$1.4M