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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
MPIA
1076
Milestones Private Investment Advisors
New York
$418K
SP
1077
SmartHarvest Portfolios
Washington
$413K
WPP
1078
Whalerock Point Partners
Rhode Island
$412K
HPBT
1079
Hickory Point Bank & Trust
Illinois
$412K
WT
1080
Washington Trust
Rhode Island
$412K
DOA
1081
D'Orazio & Associates
Virginia
$411K
NL
1082
NWAM LLC
Washington
$411K
FWM
1083
ForthRight Wealth Management
Georgia
$410K
AO
1084
Advisor OS
Illinois
$409K
GWWM
1085
Great Waters Wealth Management
Minnesota
$409K
WSC
1086
Wellington Shields & Co
New York
$408K
MSS
1087
Mitchell Sinkler & Starr
Pennsylvania
$406K
WIC
1088
Woodmont Investment Counsel
Tennessee
$405K
FFG
1089
Fiduciary Financial Group
California
$404K
MCWS
1090
McKinley Carter Wealth Services
West Virginia
$404K
ABWM
1091
Alpine Bank Wealth Management
Colorado
$403K
AIM
1092
Aspen Investment Management
Michigan
$403K
CPBTD
1093
Central Pacific Bank - Trust Division
Hawaii
$402K
VAM
1094
Verity Asset Management
North Carolina
$402K
TIA
1095
Tiemann Investment Advisors
California
$402K
SFS
1096
Strategic Financial Services
New York
$401K
PL
1097
Plancorp LLC
Missouri
$400K
LAI
1098
Legal Advantage Investments
California
$400K
RPGK
1099
Retirement Planning Group (Kansas)
Kansas
$398K
SB
1100
Simmons Bank
Arkansas
$397K