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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
BEAM
851
Baker Ellis Asset Management
Washington
$798K
BCM
852
Brookstone Capital Management
Illinois
$791K
CT
853
Chicago Trust
Illinois
$791K
PFA
854
Pure Financial Advisors
California
$790K
SW
855
SkyOak Wealth
Michigan
$789K
BWP
856
Baldwin Wealth Partners
Massachusetts
$788K
BAM
857
Brave Asset Management
New Jersey
$786K
SFO
858
Stokes Family Office
Louisiana
$784K
GWANC
859
Guardian Wealth Advisors (North Carolina)
North Carolina
$782K
ICP
860
Interchange Capital Partners
Pennsylvania
$781K
MA
861
MONECO Advisors
Connecticut
$781K
ABC
862
Associated Banc-Corp
Wisconsin
$780K
AWM
863
Aries Wealth Management
Maine
$771K
IPW
864
Inlet Private Wealth
Florida
$769K
LCWP
865
Legacy Capital Wealth Partners
Arkansas
$761K
OFS
866
Orrstown Financial Services
Pennsylvania
$757K
WF
867
Welch & Forbes
Massachusetts
$757K
Legacy Financial Group (Iowa)
868
Legacy Financial Group (Iowa)
Iowa
$751K
AIM
869
Anchor Investment Management
South Carolina
$745K
FNBSF
870
First National Bank Sioux Falls
South Dakota
$739K
DWP
871
Daymark Wealth Partners
Ohio
$738K
MG
872
Mather Group
Illinois
$738K
PNC
873
Park National Corp
Ohio
$737K
NAM
874
NorthCrest Asset Manangement
Minnesota
$737K
SFS
875
Stiles Financial Services
Minnesota
$736K