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Travelers Companies

1,756 hedge funds and large institutions have $53.7B invested in Travelers Companies in 2025 Q4 according to their latest regulatory filings, with 221 funds opening new positions, 624 increasing their positions, 579 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: 579

4% more capital invested

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

0.7% more ownership

Funds ownership: 82.31%83.01% (+0.7%)

Holders
1,756
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
MYIA
701
Mount Yale Investment Advisors
Colorado
$1.38M
RBWA
702
RFG - Bristol Wealth Advisors
Massachusetts
$1.37M
CRI
703
Commonwealth Retirement Investments
Virginia
$1.36M
FFM
704
Forum Financial Management
Illinois
$1.34M
IA
705
IFC Advisors
California
$1.34M
TFA
706
Transamerica Financial Advisors
Florida
$1.34M
FNBT
707
FineMark National Bank & Trust
Florida
$1.34M
FT
708
Fiduciary Trust
Massachusetts
$1.34M
DM
709
Delphi Management
Massachusetts
$1.33M
WIA
710
World Investment Advisors
California
$1.33M
ZBNA
711
Zions Bancorporation, National Association
Utah
$1.33M
BAM
712
Belpointe Asset Management
Nevada
$1.32M
B
713
Bailard
California
$1.32M
JFA
714
JNBA Financial Advisors
Minnesota
$1.31M
AP
715
Americana Partners
Texas
$1.3M
CIP
716
Convergence Investment Partners
Florida
$1.29M
SYBT
717
Stock Yards Bank & Trust
Kentucky
$1.29M
ONB
718
Old National Bancorp
Indiana
$1.28M
IAMOG
719
Investors Asset Management of Georgia
Georgia
$1.26M
HSA
720
HBK Sorce Advisory
Pennsylvania
$1.25M
HDIM
721
Hanson & Doremus Investment Management
Vermont
$1.25M
AFG
722
Atomi Financial Group
New York
$1.25M
AFA
723
AA Financial Advisors
Ohio
$1.24M
ET
724
Equitable Trust
Tennessee
$1.24M
PMAM
725
Picton Mahoney Asset Management
Ontario, Canada
$1.24M