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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
SWM
901
Salvus Wealth Management
New Jersey
$679K
1IA
902
1620 Investment Advisors
Massachusetts
$679K
HWMO
903
Heritage Wealth Management (Ohio)
Ohio
$676K
EPW
904
Evolve Private Wealth
California
$676K
WFA
905
WJ Financial Advisors
Connecticut
$675K
SWP
906
Stratos Wealth Partners
Ohio
$675K
LI
907
LMCG Investments
Massachusetts
$671K
FRM
908
Foundation Resource Management
Arkansas
$671K
ECM
909
Evergreen Capital Management
Washington
$666K
KIM
910
Kestra Investment Management
Texas
$665K
Fisher Asset Management
911
Fisher Asset Management
Washington
$658K
SEA
912
Stegent Equity Advisors
Texas
$658K
BBHC
913
Brown Brothers Harriman & Co
New York
$656K
SIG
914
Sky Investment Group
Connecticut
$655K
SVWAG
915
Sound View Wealth Advisors Group
Georgia
$651K
WCM
916
Weik Capital Management
Pennsylvania
$648K
HNWA
917
Henrickson Nauta Wealth Advisors
Michigan
$648K
WT
918
WHI Trust
Illinois
$645K
SGCA
919
Steel Grove Capital Advisors
Tennessee
$643K
AWM
920
Aprio Wealth Management
Georgia
$642K
FAMI
921
Fideuram Asset Management (Ireland)
$641K
LFG
922
Larson Financial Group
Missouri
$640K
OCA
923
OpenArc Corporate Advisory
Georgia
$638K
WJWM
924
Williams Jones Wealth Management
New York
$636K
CSB
925
City State Bank
Iowa
$634K