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Travelers Companies

1,753 hedge funds and large institutions have $53.7B invested in Travelers Companies in 2025 Q4 according to their latest regulatory filings, with 220 funds opening new positions, 624 increasing their positions, 578 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: 578

4% more capital invested

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

0.7% more ownership

Funds ownership: 82.29%82.99% (+0.7%)

Holders
1,753
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
VBCG
1001
Valley Brook Capital Group
Pennsylvania
$510K
LIM
1002
Longfellow Investment Management
Massachusetts
$509K
LIA
1003
LBMC Investment Advisors
Tennessee
$508K
WB
1004
WesBanco Bank
West Virginia
$506K
BHPW
1005
Beverly Hills Private Wealth
California
$504K
SA
1006
Sylvest Advisors
Texas
$503K
YIH
1007
Y-Intercept (HK)
Hong Kong
$502K
VA
1008
VestGen Advisors
Illinois
$501K
PBC
1009
Pavion Blue Capital
California
$500K
SFC
1010
SYM Financial Corp
Indiana
$500K
DWM
1011
Destination Wealth Management
California
$500K
WA
1012
Waddell & Associates
Tennessee
$498K
OCG
1013
Opus Capital Group
Ohio
$497K
BB
1014
Busey Bank
Illinois
$495K
NRS
1015
Neville Rodie & Shaw
New York
$494K
FHA
1016
Flagship Harbor Advisors
Massachusetts
$494K
ILI
1017
Invesco LLC (Illinois)
Illinois
$489K
CF
1018
Centaurus Financial
California
$488K
MPIA
1019
Mountain Pacific Investment Advisers
Idaho
$484K
AF
1020
Advisornet Financial
Minnesota
$483K
DCM
1021
Donaldson Capital Management
Indiana
$483K
OF
1022
Optimize Financial
California
$482K
NPT
1023
Nixon Peabody Trust
Massachusetts
$481K
CNTOF
1024
Canandaigua National Trust of Florida
New York
$477K
CG
1025
Cynosure Group
Utah
$477K