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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
AWA
1051
Aaron Wealth Advisors
Illinois
$445K +$23.9K +85 +6%
TCM
1052
Tradewinds Capital Management
Washington
$444K -$192K -683 -31%
SOW
1053
State of Wyoming
Wyoming
$444K -$155K -549 -26%
BSTWA
1054
Blake Schutter Theil Wealth Advisors
Ohio
$444K +$431K +1,531 New
GEA
1055
Glen Eagle Advisors
New Jersey
$444K -$95.7K -340 -18%
BFO
1056
Boston Family Office
Massachusetts
$442K
PP
1057
Patten & Patten
Tennessee
$442K +$88.7K +315 +26%
GVCM
1058
Global View Capital Management
Wisconsin
$442K -$10.7K -38 -2%
TWM
1059
Trueblood Wealth Management
Ohio
$440K +$844 +3 +0.2%
TPW
1060
Transatlantique Private Wealth
New York
$438K -$22.2K -79 -5%
HCM
1061
Howland Capital Management
Massachusetts
$438K
PCM
1062
Prelude Capital Management
New York
$437K +$424K +1,506 New
RC
1063
Randolph Company
Ohio
$436K
FAT
1064
First American Trust
California
$436K -$12.9K -46 -3%
CAM
1065
Cidel Asset Management
Ontario, Canada
$435K -$65.6K -233 -13%
EA
1066
Everpar Advisors
Oklahoma
$435K +$92.9K +330 +28%
BL
1067
BFSG LLC
California
$434K -$7.04K -25 -2%
ATFA
1068
All Terrain Financial Advisors
Minnesota
$434K
CWM
1069
Cornerstone Wealth Management
Missouri
$429K +$63.3K +225 +18%
RSWM
1070
Robertson Stephens Wealth Management
California
$428K +$2.81K +10 +0.7%
HCM
1071
Howard Capital Management
Georgia
$427K +$1.97K +7 +0.5%
WG
1072
Welch Group
Alabama
$426K +$4.79K +17 +1%
WAP
1073
Wealthcare Advisory Partners
Pennsylvania
$423K +$45K +160 +12%
MA
1074
MKT Advisors
California
$420K
BAM
1075
Belleair Asset Management
Florida
$420K +$407K +1,447 New