TRV icon

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
SW
851
SkyOak Wealth
Michigan
$789K
BWP
852
Baldwin Wealth Partners
Massachusetts
$788K
BAM
853
Brave Asset Management
New Jersey
$786K
SFO
854
Stokes Family Office
Louisiana
$784K
GWANC
855
Guardian Wealth Advisors (North Carolina)
North Carolina
$782K
ICP
856
Interchange Capital Partners
Pennsylvania
$781K
MA
857
MONECO Advisors
Connecticut
$781K
ABC
858
Associated Banc-Corp
Wisconsin
$780K
AWM
859
Aries Wealth Management
Maine
$771K
IPW
860
Inlet Private Wealth
Florida
$769K
LCWP
861
Legacy Capital Wealth Partners
Arkansas
$761K
WF
862
Welch & Forbes
Massachusetts
$757K
OFS
863
Orrstown Financial Services
Pennsylvania
$757K
Legacy Financial Group (Iowa)
864
Legacy Financial Group (Iowa)
Iowa
$751K
AIM
865
Anchor Investment Management
South Carolina
$745K
FNBSF
866
First National Bank Sioux Falls
South Dakota
$739K
DWP
867
Daymark Wealth Partners
Ohio
$738K
MG
868
Mather Group
Illinois
$738K
PNC
869
Park National Corp
Ohio
$737K
NAM
870
NorthCrest Asset Manangement
Minnesota
$737K
SFS
871
Stiles Financial Services
Minnesota
$736K
TVM
872
True Vision MN
Minnesota
$734K
GC
873
Grimes & Company
Massachusetts
$734K
TAM
874
Trust Asset Management
Texas
$732K
WS
875
Wedbush Securities
California
$732K