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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
DCM
1026
Donaldson Capital Management
Indiana
$483K -$51.5K -183 -10%
OF
1027
Optimize Financial
California
$482K +$5.63K +20 +1%
NPT
1028
Nixon Peabody Trust
Massachusetts
$481K
CNTOF
1029
Canandaigua National Trust of Florida
New York
$477K -$563 -2 -0.1%
CG
1030
Cynosure Group
Utah
$477K +$463K +1,644 New
SWM
1031
SeaCrest Wealth Management
New York
$474K -$39.1K -139 -8%
BHWM
1032
Bar Harbor Wealth Management
New Hampshire
$472K
AWA
1033
AGH Wealth Advisors
Kansas
$471K +$844 +3 +0.2%
HPM
1034
Hudson Portfolio Management
New York
$469K
CAM
1035
Cozad Asset Management
Illinois
$466K
HFM
1036
Harvest Fund Management
China
$464K
FG
1037
Fiduciary Group
Georgia
$463K -$10.4K -37 -2%
AC
1038
Avestar Capital
New York
$463K +$1.97K +7 +0.4%
LFA
1039
Legacy Financial Advisors
Kentucky
$461K -$3.1K -11 -0.7%
OAM
1040
Oberweis Asset Management
Illinois
$459K -$25K -89 -5%
KFS
1041
Kurt F. Somerville
$457K
UF
1042
Univest Financial
Pennsylvania
$455K +$563 +2 +0.1%
VC
1043
Veracity Capital
Georgia
$454K +$5.07K +18 +1%
BHBT
1044
Burke & Herbert Bank & Trust
Virginia
$453K
CB
1045
Community Bank
New York
$450K -$53.2K -189 -11%
RA
1046
Riversedge Advisors
Delaware
$450K +$42.5K +151 +11%
QWP
1047
Quotient Wealth Partners
Texas
$449K -$29.6K -105 -6%
GCM
1048
G2 Capital Management
Ohio
$448K -$1.41K -5 -0.3%
MFIM
1049
Mesirow Financial Investment Management
Illinois
$446K -$247K -879 -36%
AIM
1050
Athena Investment Management
California
$445K -$38.6K -137 -8%