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Travelers Companies

1,745 hedge funds and large institutions have $53.7B invested in Travelers Companies in 2025 Q4 according to their latest regulatory filings, with 216 funds opening new positions, 624 increasing their positions, 576 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

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

4% more capital invested

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

0.69% more ownership

Funds ownership: 82.29%82.98% (+0.69%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

Holders
1,745
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
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
RTC
826
Real Talk Capital
Tennessee
$843K
HNW
827
High Note Wealth
Minnesota
$842K
BRWA
828
B. Riley Wealth Advisors
Florida
$842K
BOS
829
Bank of Stockton
California
$841K
FNFDCM
830
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$841K
GFP
831
Gryphon Financial Partners
Ohio
$839K
IAN
832
Integrated Advisors Network
Texas
$839K
PW
833
PUREfi Wealth
Massachusetts
$837K
CCA
834
Checchi Capital Advisers
California
$835K
CHAM
835
Clear Harbor Asset Management
Connecticut
$835K
SG
836
StoneX Group
New York
$835K
VHAM
837
Van Hulzen Asset Management
California
$834K
HIP
838
HUB Investment Partners
Texas
$831K
EB
839
Eastern Bank
Massachusetts
$827K
CAMG
840
CWA Asset Management Group
Florida
$820K
GVAG
841
Great Valley Advisor Group
Delaware
$814K
BFO
842
Biltmore Family Office
North Carolina
$813K
BTWM
843
Baker Tilly Wealth Management
Wisconsin
$802K
BEAM
844
Baker Ellis Asset Management
Washington
$798K
BCM
845
Brookstone Capital Management
Illinois
$791K
CT
846
Chicago Trust
Illinois
$791K
PFA
847
Pure Financial Advisors
California
$790K
SW
848
SkyOak Wealth
Michigan
$789K
BWP
849
Baldwin Wealth Partners
Massachusetts
$788K
BAM
850
Brave Asset Management
New Jersey
$786K