TRV icon

Travelers Companies

1,746 hedge funds and large institutions have $53.7B invested in Travelers Companies in 2025 Q4 according to their latest regulatory filings, with 217 funds opening new positions, 624 increasing their positions, 576 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

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

4% more capital invested

Capital invested by funds: $51.8B → $53.7B (+$1.88B)

0.7% more ownership

Funds ownership: 82.29%82.98% (+0.7%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

Holders
1,746
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
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
WIM
1101
WealthPlan Investment Management
Nebraska
$393K
TCWA
1102
Turtle Creek Wealth Advisors
Texas
$392K
BFA
1103
Beaumont Financial Advisors
Massachusetts
$392K
IA
1104
Integrity Alliance
Iowa
$390K
C
1105
Covestor
United Kingdom
$389K
WCM
1106
Windsor Capital Management
Arizona
$389K
NB
1107
NBT Bank
New York
$387K
CT
1108
Colonial Trust
South Carolina
$387K
EW
1109
Expressive Wealth
Illinois
$386K
CAG
1110
Csenge Advisory Group
Florida
$386K
RG
1111
Renaissance Group
Kentucky
$385K
CAC
1112
Core Alternative Capital
Georgia
$383K
WBC
1113
Westpac Banking Corp
Australia
$383K
MCM
1114
Monument Capital Management
Virginia
$380K
OC
1115
Oakworth Capital
Alabama
$379K
GCP
1116
GSA Capital Partners
United Kingdom
$379K
VST
1117
Van Strum & Towne
California
$378K
JTWM
1118
Jackson Thornton Wealth Management
Alabama
$378K
ST
1119
Somerset Trust
Pennsylvania
$376K
CFP
1120
Catalyst Financial Partners
Massachusetts
$376K
LWM
1121
Lyell Wealth Management
California
$376K
RDWM
1122
Red Door Wealth Management
Tennessee
$375K
KP
1123
Keel Point
Alabama
$375K
LOPW
1124
Live Oak Private Wealth
North Carolina
$373K
SW
1125
SVB Wealth
Massachusetts
$370K