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Travelers Companies

1,756 hedge funds and large institutions have $53.7B invested in Travelers Companies in 2025 Q4 according to their latest regulatory filings, with 221 funds opening new positions, 624 increasing their positions, 579 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: 579

4% more capital invested

Capital invested by funds: $51.8B → $53.7B (+$1.88B)

0.7% more ownership

Funds ownership: 82.31%83.01% (+0.7%)

Holders
1,756
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
HCA
901
Harbour Capital Advisors
Virginia
$682K
SWM
902
Salvus Wealth Management
New Jersey
$679K
1IA
903
1620 Investment Advisors
Massachusetts
$679K
HWMO
904
Heritage Wealth Management (Ohio)
Ohio
$676K
EPW
905
Evolve Private Wealth
California
$676K
WFA
906
WJ Financial Advisors
Connecticut
$675K
SWP
907
Stratos Wealth Partners
Ohio
$675K
LI
908
LMCG Investments
Massachusetts
$671K
FRM
909
Foundation Resource Management
Arkansas
$671K
ECM
910
Evergreen Capital Management
Washington
$666K
KIM
911
Kestra Investment Management
Texas
$665K
Fisher Asset Management
912
Fisher Asset Management
Washington
$658K
SEA
913
Stegent Equity Advisors
Texas
$658K
BBHC
914
Brown Brothers Harriman & Co
New York
$656K
SIG
915
Sky Investment Group
Connecticut
$655K
SVWAG
916
Sound View Wealth Advisors Group
Georgia
$651K
WCM
917
Weik Capital Management
Pennsylvania
$648K
HNWA
918
Henrickson Nauta Wealth Advisors
Michigan
$648K
WT
919
WHI Trust
Illinois
$645K
SGCA
920
Steel Grove Capital Advisors
Tennessee
$643K
AWM
921
Aprio Wealth Management
Georgia
$642K
FAMI
922
Fideuram Asset Management (Ireland)
$641K
LFG
923
Larson Financial Group
Missouri
$640K
OCA
924
OpenArc Corporate Advisory
Georgia
$638K
WJWM
925
Williams Jones Wealth Management
New York
$636K