TRV icon

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
CPIG
976
Chicago Partners Investment Group
Illinois
$541K
BOH
977
Bank of Hawaii
Hawaii
$540K
SWM
978
Stockman Wealth Management
Montana
$540K
CWM
979
Cahaba Wealth Management
Georgia
$539K
TNB
980
Thomasville National Bank
Georgia
$534K
ERSOT
981
Employees Retirement System of Texas
Texas
$533K
IP
982
Indivisible Partners
Florida
$532K
AWM
983
Axxcess Wealth Management
California
$528K
POIA
984
Pin Oak Investment Advisors
Texas
$526K
SAI
985
Savvy Advisors Inc
New York
$525K
OIAM
986
OFI Invest Asset Management
France
$525K
TWPM
987
Total Wealth Planning & Management
Florida
$525K
CGL
988
Clarius Group LLC
Washington
$524K
NIM
989
Northeast Investment Management
Massachusetts
$522K
SAA
990
Southeast Asset Advisors
Georgia
$522K
ACM
991
Advisors Capital Management
New Jersey
$519K
PCS
992
Personal CFO Solutions
New Jersey
$519K
CPA
993
Capital Performance Advisors
California
$518K
SWM
994
Segment Wealth Management
Texas
$517K
DWM
995
Drive Wealth Management
Utah
$515K
MWM
996
Modern Wealth Management
Kansas
$514K
HA
997
Hamel Associates
New Jersey
$512K
VBCG
998
Valley Brook Capital Group
Pennsylvania
$510K
LIM
999
Longfellow Investment Management
Massachusetts
$509K
LIA
1000
LBMC Investment Advisors
Tennessee
$508K