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Travelers Companies

1,753 hedge funds and large institutions have $53.7B invested in Travelers Companies in 2025 Q4 according to their latest regulatory filings, with 220 funds opening new positions, 624 increasing their positions, 578 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 in top 10

Funds holding in top 10:

more funds holding

Funds holding:

8% more repeat investments, than reductions

Existing positions increased: 624 | Existing positions reduced: 578

4% more capital invested

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

0.7% more ownership

Funds ownership: 82.29%82.99% (+0.7%)

Holders
1,753
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
PWA
676
Providence Wealth Advisors
Illinois
$1.49M
IFWM
677
Institute for Wealth Management
Colorado
$1.48M
JIC
678
Joel Isaacson & Co
New York
$1.48M
WANY
679
Wealthspire Advisors (New York)
New York
$1.48M
SGI
680
Summit Global Investments
Utah
$1.48M
ETC
681
Exchange Traded Concepts
Oklahoma
$1.48M
JWCA
682
J.W. Cole Advisors
Florida
$1.47M
IPW
683
Impact Partnership Wealth
Georgia
$1.47M
VFA
684
Valeo Financial Advisors
Indiana
$1.47M
KC
685
Kepler Cheuvreux
$1.46M
BAM
686
Bayview Asset Management
Florida
$1.45M
SPC
687
Sigma Planning Corp
Michigan
$1.44M
DAS
688
Dynamic Advisor Solutions
Arizona
$1.44M
BTI
689
Blue Trust Inc
Georgia
$1.43M
BCM
690
Barden Capital Management
Texas
$1.43M
HCA
691
Harbor Capital Advisors
Illinois
$1.43M
PT
692
Plimoth Trust
Massachusetts
$1.43M
PTC
693
Private Trust Company
Ohio
$1.43M
SAM
694
Smartleaf Asset Management
Massachusetts
$1.42M
PIM
695
Plato Investment Management
Australia
$1.41M
TCOT
696
Trust Company of Toledo
Ohio
$1.4M
PA
697
Procyon Advisors
Connecticut
$1.39M
CWM
698
Calamos Wealth Management
Illinois
$1.38M
GWM
699
Geneos Wealth Management
Colorado
$1.38M
MYIA
700
Mount Yale Investment Advisors
Colorado
$1.38M