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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
BFO
1051
Boston Family Office
Massachusetts
$442K
PP
1052
Patten & Patten
Tennessee
$442K
GVCM
1053
Global View Capital Management
Wisconsin
$442K
TWM
1054
Trueblood Wealth Management
Ohio
$440K
TPW
1055
Transatlantique Private Wealth
New York
$438K
HCM
1056
Howland Capital Management
Massachusetts
$438K
PCM
1057
Prelude Capital Management
New York
$437K
RC
1058
Randolph Company
Ohio
$436K
FAT
1059
First American Trust
California
$436K
CAM
1060
Cidel Asset Management
Ontario, Canada
$435K
EA
1061
Everpar Advisors
Oklahoma
$435K
BL
1062
BFSG LLC
California
$434K
ATFA
1063
All Terrain Financial Advisors
Minnesota
$434K
CWM
1064
Cornerstone Wealth Management
Missouri
$429K
RSWM
1065
Robertson Stephens Wealth Management
California
$428K
HCM
1066
Howard Capital Management
Georgia
$427K
WG
1067
Welch Group
Alabama
$426K
WAP
1068
Wealthcare Advisory Partners
Pennsylvania
$423K
MA
1069
MKT Advisors
California
$420K
BAM
1070
Belleair Asset Management
Florida
$420K
DIA
1071
Dana Investment Advisors
Wisconsin
$419K
EWM
1072
Evermay Wealth Management
Virginia
$419K
IC
1073
Inscription Capital
Texas
$419K
BWP
1074
Balboa Wealth Partners
Arizona
$418K
CL
1075
CSS LLC
Illinois
$418K