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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
HA
1001
Hamel Associates
New Jersey
$512K
VBCG
1002
Valley Brook Capital Group
Pennsylvania
$510K
LIM
1003
Longfellow Investment Management
Massachusetts
$509K
LIA
1004
LBMC Investment Advisors
Tennessee
$508K
WB
1005
WesBanco Bank
West Virginia
$506K
BHPW
1006
Beverly Hills Private Wealth
California
$504K
SA
1007
Sylvest Advisors
Texas
$503K
YIH
1008
Y-Intercept (HK)
Hong Kong
$502K
VA
1009
VestGen Advisors
Illinois
$501K
PBC
1010
Pavion Blue Capital
California
$500K
SFC
1011
SYM Financial Corp
Indiana
$500K
DWM
1012
Destination Wealth Management
California
$500K
WA
1013
Waddell & Associates
Tennessee
$498K
OCG
1014
Opus Capital Group
Ohio
$497K
BB
1015
Busey Bank
Illinois
$495K
NRS
1016
Neville Rodie & Shaw
New York
$494K
FHA
1017
Flagship Harbor Advisors
Massachusetts
$494K
ILI
1018
Invesco LLC (Illinois)
Illinois
$489K
CF
1019
Centaurus Financial
California
$488K
MPIA
1020
Mountain Pacific Investment Advisers
Idaho
$484K
AF
1021
Advisornet Financial
Minnesota
$483K
DCM
1022
Donaldson Capital Management
Indiana
$483K
OF
1023
Optimize Financial
California
$482K
NPT
1024
Nixon Peabody Trust
Massachusetts
$481K
CNTOF
1025
Canandaigua National Trust of Florida
New York
$477K