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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
HPM
1026
Hudson Portfolio Management
New York
$469K
CAM
1027
Cozad Asset Management
Illinois
$466K
HFM
1028
Harvest Fund Management
China
$464K
FG
1029
Fiduciary Group
Georgia
$463K
AC
1030
Avestar Capital
New York
$463K
LFA
1031
Legacy Financial Advisors
Kentucky
$461K
OAM
1032
Oberweis Asset Management
Illinois
$459K
KFS
1033
Kurt F. Somerville
$457K
UF
1034
Univest Financial
Pennsylvania
$455K
VC
1035
Veracity Capital
Georgia
$454K
BHBT
1036
Burke & Herbert Bank & Trust
Virginia
$453K
CB
1037
Community Bank
New York
$450K
RA
1038
Riversedge Advisors
Delaware
$450K
QWP
1039
Quotient Wealth Partners
Texas
$449K
GCM
1040
G2 Capital Management
Ohio
$448K
MFIM
1041
Mesirow Financial Investment Management
Illinois
$446K
AIM
1042
Athena Investment Management
California
$445K
AWA
1043
Aaron Wealth Advisors
Illinois
$445K
TCM
1044
Tradewinds Capital Management
Washington
$444K
SOW
1045
State of Wyoming
Wyoming
$444K
BSTWA
1046
Blake Schutter Theil Wealth Advisors
Ohio
$444K
GEA
1047
Glen Eagle Advisors
New Jersey
$444K
BFO
1048
Boston Family Office
Massachusetts
$442K
PP
1049
Patten & Patten
Tennessee
$442K
GVCM
1050
Global View Capital Management
Wisconsin
$442K