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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
EWA
951
EverSource Wealth Advisors
Alabama
$583K
DWM
952
Defined Wealth Management
Oregon
$583K
PMSA
953
Patrick M. Sweeney & Associates
Illinois
$580K
RWP
954
RWA Wealth Partners
Massachusetts
$580K
FB
955
Finward Bancorp
Indiana
$580K
AIP
956
Ameritas Investment Partners
Nebraska
$579K
PFBT
957
Parkside Financial Bank & Trust
Missouri
$578K
FTC
958
Farmers Trust Company
Ohio
$575K
UCMOK
959
United Capital Management of KS
Kansas
$575K
PJSIMP
960
P.J. Schmidt Investment Management (PJS)
Wisconsin
$574K
BMCM
961
Burns Matteson Capital Management
New York
$574K
JSW
962
Journey Strategic Wealth
New Jersey
$573K
PP
963
PDS Planning
Ohio
$572K
BWM
964
Brown Wealth Management
Illinois
$569K
SFWC
965
Strategic Family Wealth Counselors
New Jersey
$562K
STCOSD
966
Sageworth Trust Company of South Dakota
South Dakota
$561K
MIM
967
Marco Investment Management
Georgia
$560K
SCP
968
Sivia Capital Partners
California
$557K
ST
969
Spinnaker Trust
Maine
$553K
MBTD
970
Mechanics Bank - Trust Department
California
$551K
LSV Asset Management
971
LSV Asset Management
Illinois
$551K
PWP
972
Ponta Wealth Partners
Florida
$551K
BCA
973
Bay Colony Advisors
Massachusetts
$549K
PAM
974
Peak Asset Management
Colorado
$542K
4A
975
4Wealth Advisors
Illinois
$542K