We are live on ! Find out more
TRV icon

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
KWA
801
Kingswood Wealth Advisors
California
$943K
QCIG
802
Quad-Cities Investment Group
Iowa
$932K
LAIC
803
Lederer & Associates Investment Counsel
California
$931K
DS
804
DRW Securities
Illinois
$930K
NP
805
NorthRock Partners
Minnesota
$929K
ACA
806
Atlas Capital Advisors
Wyoming
$927K
RYIA
807
Roehl & Yi Investment Advisors
Oregon
$925K
MPPW
808
Mitchell & Pahl Private Wealth
Oklahoma
$921K
SA
809
Strategic Advisors
New York
$914K
PE
810
PCM Encore
Colorado
$912K
FCP
811
Fidelis Capital Partners
Florida
$910K
AAP
812
Arax Advisory Partners
Colorado
$905K
RIG
813
RiverFront Investment Group
Virginia
$904K
ACI
814
Alpha Cubed Investments
California
$904K
CTC
815
Central Trust Company
Missouri
$903K
EFA
816
Evernest Financial Advisors
Indiana
$900K
LFAS
817
Level Four Advisory Services
Texas
$899K
WPC
818
Wedmont Private Capital
Pennsylvania
$897K
WBCM
819
Wilson & Boucher Capital Management
California
$896K
RMDI
820
R.M. Davis Inc
Maine
$888K
FRA
821
Frank Rimerman Advisors
California
$880K
NSUP
822
NLB Skladi upravljanje premozenja
$877K
MLM
823
Mount Lucas Management
Pennsylvania
$877K
GWMR
824
GC Wealth Management RIA
Massachusetts
$876K
CWM
825
Connecticut Wealth Management
Connecticut
$876K