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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
SFS
1101
Strategic Financial Services
New York
$401K -$844 -3 -0.2%
PL
1102
Plancorp LLC
Missouri
$400K +$3.38K +12 +0.9%
LAI
1103
Legal Advantage Investments
California
$400K -$281 -1 -0.1%
RPGK
1104
Retirement Planning Group (Kansas)
Kansas
$398K +$563 +2 +0.1%
SB
1105
Simmons Bank
Arkansas
$397K -$23.9K -85 -6%
AWM
1106
Atticus Wealth Management
Florida
$397K +$1.13K +4 +0.3%
RG
1107
Rathbones Group
United Kingdom
$396K
TC
1108
TwinBeech Capital
New York
$396K +$384K +1,365 New
WIM
1109
WealthPlan Investment Management
Nebraska
$393K -$11.5K -41 -3%
TCWA
1110
Turtle Creek Wealth Advisors
Texas
$392K +$88.1K +313 +30%
BFA
1111
Beaumont Financial Advisors
Massachusetts
$392K -$1M -3,568 -73%
IA
1112
Integrity Alliance
Iowa
$390K +$12.1K +43 +3%
C
1113
Covestor
United Kingdom
$389K +$167K +595 +80%
WCM
1114
Windsor Capital Management
Arizona
$389K +$4.22K +15 +1%
NB
1115
NBT Bank
New York
$387K -$281 -1 -0.1%
CT
1116
Colonial Trust
South Carolina
$387K -$42.5K -151 -10%
EW
1117
Expressive Wealth
Illinois
$386K +$375K +1,331 New
CAG
1118
Csenge Advisory Group
Florida
$386K -$5.63K -20 -1%
RG
1119
Renaissance Group
Kentucky
$385K +$5.07K +18 +1%
CAC
1120
Core Alternative Capital
Georgia
$383K +$17.7K +63 +5%
WBC
1121
Westpac Banking Corp
Australia
$383K +$52.9K +188 +17%
AA
1122
Armis Advisers
Georgia
$382K +$362K +1,287 New
MWA
1123
Medallion Wealth Advisors
Connecticut
$380K
MCM
1124
Monument Capital Management
Virginia
$380K +$14.9K +53 +4%
OC
1125
Oakworth Capital
Alabama
$379K +$195K +694 +113%