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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
WB
1001
WesBanco Bank
West Virginia
$506K
BHPW
1002
Beverly Hills Private Wealth
California
$504K
SA
1003
Sylvest Advisors
Texas
$503K
YIH
1004
Y-Intercept (HK)
Hong Kong
$502K
VA
1005
VestGen Advisors
Illinois
$501K
PBC
1006
Pavion Blue Capital
California
$500K
SFC
1007
SYM Financial Corp
Indiana
$500K
DWM
1008
Destination Wealth Management
California
$500K
WA
1009
Waddell & Associates
Tennessee
$498K
OCG
1010
Opus Capital Group
Ohio
$497K
BB
1011
Busey Bank
Illinois
$495K
NRS
1012
Neville Rodie & Shaw
New York
$494K
FHA
1013
Flagship Harbor Advisors
Massachusetts
$494K
ILI
1014
Invesco LLC (Illinois)
Illinois
$489K
CF
1015
Centaurus Financial
California
$488K
MPIA
1016
Mountain Pacific Investment Advisers
Idaho
$484K
AF
1017
Advisornet Financial
Minnesota
$483K
DCM
1018
Donaldson Capital Management
Indiana
$483K
OF
1019
Optimize Financial
California
$482K
NPT
1020
Nixon Peabody Trust
Massachusetts
$481K
CNTOF
1021
Canandaigua National Trust of Florida
New York
$477K
CG
1022
Cynosure Group
Utah
$477K
SWM
1023
SeaCrest Wealth Management
New York
$474K
BHWM
1024
Bar Harbor Wealth Management
New Hampshire
$472K
AWA
1025
AGH Wealth Advisors
Kansas
$471K