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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
SAM
876
Silvercrest Asset Management
New York
$726K
BONH
877
Bank of New Hampshire
New Hampshire
$726K
MWPCG
878
Measured Wealth Private Client Group
New Hampshire
$724K
BTW
879
Boston Trust Walden
Massachusetts
$721K
MMM
880
Mendel Money Management
Illinois
$720K
FSA
881
Franklin Street Advisors
North Carolina
$719K
AWP
882
Abacus Wealth Partners
California
$716K
EW
883
Evoke Wealth
California
$716K
BFG
884
Berger Financial Group
Minnesota
$713K
IAS
885
Insigneo Advisory Services
Florida
$709K
SF
886
Summit Financial
New Jersey
$709K
CAG
887
Crestwood Advisors Group
Massachusetts
$705K
MWM
888
Modera Wealth Management
New Jersey
$704K
AIM
889
Alhambra Investment Management
Florida
$702K
ESB
890
Essex Savings Bank
Connecticut
$698K
RWA
891
River Wealth Advisors
Pennsylvania
$697K
NWM
892
Northcape Wealth Management
New York
$696K
Financial Engines Advisors
893
Financial Engines Advisors
California
$696K
JAG
894
Journey Advisory Group
Kentucky
$695K
BWM
895
Baron Wealth Management
Michigan
$693K
RC
896
Rexford Capital
Texas
$690K
JWM
897
Jeppson Wealth Management
California
$687K
QIM
898
Quantitative Investment Management
Virginia
$685K
PPWP
899
Premier Path Wealth Partners
New Jersey
$684K
HCA
900
Harbour Capital Advisors
Virginia
$682K