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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
DIA
1076
Dana Investment Advisors
Wisconsin
$419K
EWM
1077
Evermay Wealth Management
Virginia
$419K
IC
1078
Inscription Capital
Texas
$419K +$281 +1 +0.1%
BWP
1079
Balboa Wealth Partners
Arizona
$418K -$45.3K -161 -10%
CL
1080
CSS LLC
Illinois
$418K -$101K -360 -20%
MPIA
1081
Milestones Private Investment Advisors
New York
$418K
SP
1082
SmartHarvest Portfolios
Washington
$413K +$401K +1,424 New
WPP
1083
Whalerock Point Partners
Rhode Island
$412K -$72.6K -258 -15%
HPBT
1084
Hickory Point Bank & Trust
Illinois
$412K
WT
1085
Washington Trust
Rhode Island
$412K +$155K +550 +63%
DOA
1086
D'Orazio & Associates
Virginia
$411K +$22.5K +80 +6%
NL
1087
NWAM LLC
Washington
$411K -$83.6K -297 -17%
FWM
1088
ForthRight Wealth Management
Georgia
$410K
AO
1089
Advisor OS
Illinois
$409K +$281 +1 +0.1%
GWWM
1090
Great Waters Wealth Management
Minnesota
$409K +$844 +3 +0.2%
WSC
1091
Wellington Shields & Co
New York
$408K -$28.1K -100 -7%
MSS
1092
Mitchell Sinkler & Starr
Pennsylvania
$406K
WIC
1093
Woodmont Investment Counsel
Tennessee
$405K
FFG
1094
Fiduciary Financial Group
California
$404K +$33.2K +118 +9%
MCWS
1095
McKinley Carter Wealth Services
West Virginia
$404K
ABWM
1096
Alpine Bank Wealth Management
Colorado
$403K -$281 -1 -0.1%
AIM
1097
Aspen Investment Management
Michigan
$403K -$5.07K -18 -1%
CPBTD
1098
Central Pacific Bank - Trust Division
Hawaii
$402K +$118K +420 +43%
VAM
1099
Verity Asset Management
North Carolina
$402K +$390K +1,386 New
TIA
1100
Tiemann Investment Advisors
California
$402K -$16.9K -60 -4%