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Travelers Companies

1,769 hedge funds and large institutions have $53.8B invested in Travelers Companies in 2025 Q4 according to their latest regulatory filings, with 228 funds opening new positions, 629 increasing their positions, 579 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more first-time investments, than exits

New positions opened: 228 | Existing positions closed: 85

38% more call options, than puts

Call options by funds: $170M | Put options by funds: $123M

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

6% more funds holding

Funds holding: 1,6651,769 (+104)

9% more repeat investments, than reductions

Existing positions increased: 629 | Existing positions reduced: 579

4% more capital invested

Capital invested by funds: $51.9B → $53.8B (+$1.9B)

0.73% more ownership

Funds ownership: 82.42%83.15% (+0.73%)

Holders
1,769
Holders Change
+104
Holders Change %
+6.25%
% of All Funds
21.53%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.15%
New
228
Increased
629
Reduced
579
Closed
85
Calls
$170M
Puts
$123M
Net Calls
+$47.3M
Net Calls Change
+$9.54M
Name Holding Trade Value Shares
Change
Change in
Stake
FAMI
926
Fideuram Asset Management (Ireland)
$641K +$706K +2,507 New
LFG
927
Larson Financial Group
Missouri
$640K -$56K -199 -8%
OCA
928
OpenArc Corporate Advisory
Georgia
$638K +$619K +2,198 New
WJWM
929
Williams Jones Wealth Management
New York
$636K +$8.72K +31 +1%
CSB
930
City State Bank
Iowa
$634K
LIM
931
Leavell Investment Management
Alabama
$630K -$5.63K -20 -0.9%
CI
932
Cigna Investments
Connecticut
$627K -$17.2K -61 -3%
SWA
933
Sax Wealth Advisors
New Jersey
$619K -$6.75K -24 -1%
CPIA
934
Cornell Pochily Investment Advisors
New York
$618K +$137K +485 +29%
SC
935
SouthState Corp
Florida
$617K +$1.13K +4 +0.2%
MAM
936
Madison Asset Management
Wisconsin
$617K -$159K -564 -21%
KFGK
937
Keystone Financial Group (Kentucky)
Kentucky
$616K +$3.94K +14 +0.7%
FDP
938
Financiere des Professionnels
Quebec, Canada
$612K +$594K +2,111 New
AP
939
Appleton Partners
Massachusetts
$611K +$120K +425 +25%
BA
940
Bridgewater Advisors
New York
$610K +$7.04K +25 +1%
LNB
941
Ledyard National Bank
$608K
TCA
942
Transcend Capital Advisors
New Jersey
$606K -$101K -360 -15%
MGIA
943
Moneta Group Investment Advisors
Missouri
$605K +$56.6K +201 +11%
LA
944
Lifeworks Advisors
Michigan
$603K +$5.63K +20 +1%
WFI
945
West Family Investments
California
$603K
SCTC
946
Sanibel Captiva Trust Company
Florida
$600K -$25.3K -90 -4%
MLL
947
Moody Lynn & Lieberson
Massachusetts
$598K +$281 +1 +0%
AAM
948
Aureus Asset Management
Massachusetts
$597K -$149K -530 -20%
DI
949
Diligent Investors
California
$596K
FGA
950
Fortis Group Advisors
New Jersey
$596K +$2.25K +8 +0.4%