TRV icon

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
ACA
801
Atlas Capital Advisors
Wyoming
$927K
RYIA
802
Roehl & Yi Investment Advisors
Oregon
$925K
MPPW
803
Mitchell & Pahl Private Wealth
Oklahoma
$921K
SA
804
Strategic Advisors
New York
$914K
PE
805
PCM Encore
Colorado
$912K
FCP
806
Fidelis Capital Partners
Florida
$910K
AAP
807
Arax Advisory Partners
Colorado
$905K
RIG
808
RiverFront Investment Group
Virginia
$904K
ACI
809
Alpha Cubed Investments
California
$904K
CTC
810
Central Trust Company
Missouri
$903K
EFA
811
Evernest Financial Advisors
Indiana
$900K
LFAS
812
Level Four Advisory Services
Texas
$899K
WPC
813
Wedmont Private Capital
Pennsylvania
$897K
WBCM
814
Wilson & Boucher Capital Management
California
$896K
RMDI
815
R.M. Davis Inc
Maine
$888K
FRA
816
Frank Rimerman Advisors
California
$880K
NSUP
817
NLB Skladi upravljanje premozenja
$877K
MLM
818
Mount Lucas Management
Pennsylvania
$877K
GWMR
819
GC Wealth Management RIA
Massachusetts
$876K
CWM
820
Connecticut Wealth Management
Connecticut
$876K
CAM
821
Chesapeake Asset Management
New York
$875K
AWM
822
Apollon Wealth Management
South Carolina
$874K
PB
823
Pinnacle Bancorp
Nebraska
$873K
Empower Advisory Group
824
Empower Advisory Group
Colorado
$867K
CNB
825
Camden National Bank
Maine
$864K