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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
BTW
876
Boston Trust Walden
Massachusetts
$721K
MMM
877
Mendel Money Management
Illinois
$720K
FSA
878
Franklin Street Advisors
North Carolina
$719K
AWP
879
Abacus Wealth Partners
California
$716K
EW
880
Evoke Wealth
California
$716K
BFG
881
Berger Financial Group
Minnesota
$713K
IAS
882
Insigneo Advisory Services
Florida
$709K
SF
883
Summit Financial
New Jersey
$709K
CAG
884
Crestwood Advisors Group
Massachusetts
$705K
MWM
885
Modera Wealth Management
New Jersey
$704K
AIM
886
Alhambra Investment Management
Florida
$702K
ESB
887
Essex Savings Bank
Connecticut
$698K
RWA
888
River Wealth Advisors
Pennsylvania
$697K
NWM
889
Northcape Wealth Management
New York
$696K
Financial Engines Advisors
890
Financial Engines Advisors
California
$696K
JAG
891
Journey Advisory Group
Kentucky
$695K
BWM
892
Baron Wealth Management
Michigan
$693K
RC
893
Rexford Capital
Texas
$690K
JWM
894
Jeppson Wealth Management
California
$687K
QIM
895
Quantitative Investment Management
Virginia
$685K
PPWP
896
Premier Path Wealth Partners
New Jersey
$684K
HCA
897
Harbour Capital Advisors
Virginia
$682K
SWM
898
Salvus Wealth Management
New Jersey
$679K
1IA
899
1620 Investment Advisors
Massachusetts
$679K
HWMO
900
Heritage Wealth Management (Ohio)
Ohio
$676K