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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
CPA
1001
Capital Performance Advisors
California
$518K +$164K +581 +48%
SWM
1002
Segment Wealth Management
Texas
$517K +$59.1K +210 +13%
DWM
1003
Drive Wealth Management
Utah
$515K +$6.47K +23 +1%
MWM
1004
Modern Wealth Management
Kansas
$514K +$9.57K +34 +2%
HA
1005
Hamel Associates
New Jersey
$512K +$75.7K +269 +18%
VBCG
1006
Valley Brook Capital Group
Pennsylvania
$510K -$44.8K -159 -8%
LIM
1007
Longfellow Investment Management
Massachusetts
$509K
LIA
1008
LBMC Investment Advisors
Tennessee
$508K
WB
1009
WesBanco Bank
West Virginia
$506K -$281 -1 -0.1%
BHPW
1010
Beverly Hills Private Wealth
California
$504K
SA
1011
Sylvest Advisors
Texas
$503K
YIH
1012
Y-Intercept (HK)
Hong Kong
$502K -$1.1M -3,917 -69%
VA
1013
VestGen Advisors
Illinois
$501K +$16.3K +58 +3%
PBC
1014
Pavion Blue Capital
California
$500K
SFC
1015
SYM Financial Corp
Indiana
$500K +$3.38K +12 +0.7%
DWM
1016
Destination Wealth Management
California
$500K -$281 -1 -0.1%
WA
1017
Waddell & Associates
Tennessee
$498K +$42.5K +151 +10%
OCG
1018
Opus Capital Group
Ohio
$497K -$64.7K -230 -12%
BB
1019
Busey Bank
Illinois
$495K +$12.1K +43 +3%
NRS
1020
Neville Rodie & Shaw
New York
$494K
FHA
1021
Flagship Harbor Advisors
Massachusetts
$494K -$142K -503 -23%
ILI
1022
Invesco LLC (Illinois)
Illinois
$489K -$42.8K -152 -8%
CF
1023
Centaurus Financial
California
$488K -$3.94K -14 -0.8%
MPIA
1024
Mountain Pacific Investment Advisers
Idaho
$484K -$14.1K -50 -3%
AF
1025
Advisornet Financial
Minnesota
$483K +$51.2K +182 +12%