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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
IAIM
951
International Assets Investment Management
Florida
$595K -$20.8K -74 -3%
MA
952
Mutual Advisors
Nebraska
$594K +$16.3K +58 +3%
APP
953
Avantax Planning Partners
Iowa
$591K -$35.2K -125 -6%
SWM
954
SHP Wealth Management
Massachusetts
$591K +$573K +2,037 New
UCB
955
United Community Bank
South Carolina
$588K -$67.5K -240 -11%
BPC
956
Bearing Point Capital
Minnesota
$586K
MSFP
957
Mark Sheptoff Financial Planning
Connecticut
$584K
PMWMG
958
Parr McKnight Wealth Management Group
Minnesota
$584K
EWA
959
EverSource Wealth Advisors
Alabama
$583K -$62.5K -222 -10%
DWM
960
Defined Wealth Management
Oregon
$583K +$1.41K +5 +0.2%
PMSA
961
Patrick M. Sweeney & Associates
Illinois
$580K -$3.94K -14 -0.7%
RWP
962
RWA Wealth Partners
Massachusetts
$580K +$157K +557 +39%
FB
963
Finward Bancorp
Indiana
$580K
AIP
964
Ameritas Investment Partners
Nebraska
$579K -$15.8K -56 -3%
PFBT
965
Parkside Financial Bank & Trust
Missouri
$578K +$12.4K +44 +2%
FTC
966
Farmers Trust Company
Ohio
$575K
UCMOK
967
United Capital Management of KS
Kansas
$575K -$12.9K -46 -2%
PJSIMP
968
P.J. Schmidt Investment Management (PJS)
Wisconsin
$574K
BMCM
969
Burns Matteson Capital Management
New York
$574K +$557K +1,978 New
JSW
970
Journey Strategic Wealth
New Jersey
$573K +$1.13K +4 +0.2%
PP
971
PDS Planning
Ohio
$572K +$3.1K +11 +0.6%
BWM
972
Brown Wealth Management
Illinois
$569K +$1.97K +7 +0.4%
SFWC
973
Strategic Family Wealth Counselors
New Jersey
$562K +$586K +2,083 New
STCOSD
974
Sageworth Trust Company of South Dakota
South Dakota
$561K -$105K -374 -16%
MIM
975
Marco Investment Management
Georgia
$560K