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Travelers Companies

1,766 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, 627 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: 627 | Existing positions reduced: 578

4% more capital invested

Capital invested by funds: $51.8B → $53.8B (+$1.96B)

0.81% more ownership

Funds ownership: 82.31%83.12% (+0.81%)

Holders
1,766
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
CWM
701
Calamos Wealth Management
Illinois
$1.38M
GWM
702
Geneos Wealth Management
Colorado
$1.38M
MYIA
703
Mount Yale Investment Advisors
Colorado
$1.38M
RBWA
704
RFG - Bristol Wealth Advisors
Massachusetts
$1.37M
CRI
705
Commonwealth Retirement Investments
Virginia
$1.36M
FFM
706
Forum Financial Management
Illinois
$1.34M
IA
707
IFC Advisors
California
$1.34M
TFA
708
Transamerica Financial Advisors
Florida
$1.34M
FNBT
709
FineMark National Bank & Trust
Florida
$1.34M
FT
710
Fiduciary Trust
Massachusetts
$1.34M
DM
711
Delphi Management
Massachusetts
$1.33M
WIA
712
World Investment Advisors
California
$1.33M
ZBNA
713
Zions Bancorporation, National Association
Utah
$1.33M
BAM
714
Belpointe Asset Management
Nevada
$1.32M
B
715
Bailard
California
$1.32M
JFA
716
JNBA Financial Advisors
Minnesota
$1.31M
AP
717
Americana Partners
Texas
$1.3M
CIP
718
Convergence Investment Partners
Florida
$1.29M
SYBT
719
Stock Yards Bank & Trust
Kentucky
$1.29M
ONB
720
Old National Bancorp
Indiana
$1.28M
IAMOG
721
Investors Asset Management of Georgia
Georgia
$1.26M
HSA
722
HBK Sorce Advisory
Pennsylvania
$1.25M
HDIM
723
Hanson & Doremus Investment Management
Vermont
$1.25M
AFG
724
Atomi Financial Group
New York
$1.25M
AFA
725
AA Financial Advisors
Ohio
$1.24M