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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
BWP
851
Baldwin Wealth Partners
Massachusetts
$788K
BAM
852
Brave Asset Management
New Jersey
$786K
SFO
853
Stokes Family Office
Louisiana
$784K
GWANC
854
Guardian Wealth Advisors (North Carolina)
North Carolina
$782K
ICP
855
Interchange Capital Partners
Pennsylvania
$781K
MA
856
MONECO Advisors
Connecticut
$781K
ABC
857
Associated Banc-Corp
Wisconsin
$780K
AWM
858
Aries Wealth Management
Maine
$771K
IPW
859
Inlet Private Wealth
Florida
$769K
LCWP
860
Legacy Capital Wealth Partners
Arkansas
$761K
WF
861
Welch & Forbes
Massachusetts
$757K
OFS
862
Orrstown Financial Services
Pennsylvania
$757K
Legacy Financial Group (Iowa)
863
Legacy Financial Group (Iowa)
Iowa
$751K
AIM
864
Anchor Investment Management
South Carolina
$745K
FNBSF
865
First National Bank Sioux Falls
South Dakota
$739K
DWP
866
Daymark Wealth Partners
Ohio
$738K
MG
867
Mather Group
Illinois
$738K
PNC
868
Park National Corp
Ohio
$737K
NAM
869
NorthCrest Asset Manangement
Minnesota
$737K
SFS
870
Stiles Financial Services
Minnesota
$736K
TVM
871
True Vision MN
Minnesota
$734K
GC
872
Grimes & Company
Massachusetts
$734K
TAM
873
Trust Asset Management
Texas
$732K
WS
874
Wedbush Securities
California
$732K
BIA
875
Beacon Investment Advisors
Maryland
$727K