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Travelers Companies

1,746 hedge funds and large institutions have $53.7B invested in Travelers Companies in 2025 Q4 according to their latest regulatory filings, with 217 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)

0.7% more ownership

Funds ownership: 82.29%82.98% (+0.7%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

Holders
1,746
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
SFO
851
Stokes Family Office
Louisiana
$784K
GWANC
852
Guardian Wealth Advisors (North Carolina)
North Carolina
$782K
ICP
853
Interchange Capital Partners
Pennsylvania
$781K
MA
854
MONECO Advisors
Connecticut
$781K
ABC
855
Associated Banc-Corp
Wisconsin
$780K
AWM
856
Aries Wealth Management
Maine
$771K
IPW
857
Inlet Private Wealth
Florida
$769K
LCWP
858
Legacy Capital Wealth Partners
Arkansas
$761K
OFS
859
Orrstown Financial Services
Pennsylvania
$757K
WF
860
Welch & Forbes
Massachusetts
$757K
Legacy Financial Group (Iowa)
861
Legacy Financial Group (Iowa)
Iowa
$751K
AIM
862
Anchor Investment Management
South Carolina
$745K
FNBSF
863
First National Bank Sioux Falls
South Dakota
$739K
DWP
864
Daymark Wealth Partners
Ohio
$738K
MG
865
Mather Group
Illinois
$738K
PNC
866
Park National Corp
Ohio
$737K
NAM
867
NorthCrest Asset Manangement
Minnesota
$737K
SFS
868
Stiles Financial Services
Minnesota
$736K
TVM
869
True Vision MN
Minnesota
$734K
GC
870
Grimes & Company
Massachusetts
$734K
TAM
871
Trust Asset Management
Texas
$732K
WS
872
Wedbush Securities
California
$732K
BIA
873
Beacon Investment Advisors
Maryland
$727K
SAM
874
Silvercrest Asset Management
New York
$726K
MWPCG
875
Measured Wealth Private Client Group
New Hampshire
$724K