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Travelers Companies

1,756 hedge funds and large institutions have $53.7B invested in Travelers Companies in 2025 Q4 according to their latest regulatory filings, with 221 funds opening new positions, 624 increasing their positions, 579 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: 579

4% more capital invested

Capital invested by funds: $51.8B → $53.7B (+$1.88B)

0.7% more ownership

Funds ownership: 82.31%83.01% (+0.7%)

Holders
1,756
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
PWP
976
Ponta Wealth Partners
Florida
$551K
BCA
977
Bay Colony Advisors
Massachusetts
$549K
PAM
978
Peak Asset Management
Colorado
$542K
4A
979
4Wealth Advisors
Illinois
$542K
CPIG
980
Chicago Partners Investment Group
Illinois
$541K
BOH
981
Bank of Hawaii
Hawaii
$540K
SWM
982
Stockman Wealth Management
Montana
$540K
CWM
983
Cahaba Wealth Management
Georgia
$539K
TNB
984
Thomasville National Bank
Georgia
$534K
ERSOT
985
Employees Retirement System of Texas
Texas
$533K
IP
986
Indivisible Partners
Florida
$532K
AWM
987
Axxcess Wealth Management
California
$528K
POIA
988
Pin Oak Investment Advisors
Texas
$526K
SAI
989
Savvy Advisors Inc
New York
$525K
OIAM
990
OFI Invest Asset Management
France
$525K
TWPM
991
Total Wealth Planning & Management
Florida
$525K
CGL
992
Clarius Group LLC
Washington
$524K
SAA
993
Southeast Asset Advisors
Georgia
$522K
NIM
994
Northeast Investment Management
Massachusetts
$522K
ACM
995
Advisors Capital Management
New Jersey
$519K
PCS
996
Personal CFO Solutions
New Jersey
$519K
CPA
997
Capital Performance Advisors
California
$518K
SWM
998
Segment Wealth Management
Texas
$517K
DWM
999
Drive Wealth Management
Utah
$515K
MWM
1000
Modern Wealth Management
Kansas
$514K