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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
CG
1026
Cynosure Group
Utah
$477K
SWM
1027
SeaCrest Wealth Management
New York
$474K
BHWM
1028
Bar Harbor Wealth Management
New Hampshire
$472K
AWA
1029
AGH Wealth Advisors
Kansas
$471K
HPM
1030
Hudson Portfolio Management
New York
$469K
CAM
1031
Cozad Asset Management
Illinois
$466K
HFM
1032
Harvest Fund Management
China
$464K
FG
1033
Fiduciary Group
Georgia
$463K
AC
1034
Avestar Capital
New York
$463K
LFA
1035
Legacy Financial Advisors
Kentucky
$461K
OAM
1036
Oberweis Asset Management
Illinois
$459K
KFS
1037
Kurt F. Somerville
$457K
UF
1038
Univest Financial
Pennsylvania
$455K
VC
1039
Veracity Capital
Georgia
$454K
BHBT
1040
Burke & Herbert Bank & Trust
Virginia
$453K
CB
1041
Community Bank
New York
$450K
RA
1042
Riversedge Advisors
Delaware
$450K
QWP
1043
Quotient Wealth Partners
Texas
$449K
GCM
1044
G2 Capital Management
Ohio
$448K
MFIM
1045
Mesirow Financial Investment Management
Illinois
$446K
AIM
1046
Athena Investment Management
California
$445K
AWA
1047
Aaron Wealth Advisors
Illinois
$445K
TCM
1048
Tradewinds Capital Management
Washington
$444K
SOW
1049
State of Wyoming
Wyoming
$444K
BSTWA
1050
Blake Schutter Theil Wealth Advisors
Ohio
$444K