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Travelers Companies

1,756 hedge funds and large institutions have $53.7B invested in Travelers Companies in 2025 Q4 according to their latest regulatory filings, with 221 funds opening new positions, 624 increasing their positions, 579 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: 579

4% more capital invested

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

0.7% more ownership

Funds ownership: 82.31%83.01% (+0.7%)

Holders
1,756
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
CFP
1126
Catalyst Financial Partners
Massachusetts
$376K
LWM
1127
Lyell Wealth Management
California
$376K
RDWM
1128
Red Door Wealth Management
Tennessee
$375K
KP
1129
Keel Point
Alabama
$375K
LOPW
1130
Live Oak Private Wealth
North Carolina
$373K
SW
1131
SVB Wealth
Massachusetts
$370K
BFM
1132
Boothbay Fund Management
New York
$368K
HH
1133
Hilltop Holdings
Texas
$368K
WA
1134
Wealth Architects
California
$367K
DP
1135
Dearborn Partners
Illinois
$366K
DAM
1136
Delta Asset Management
Tennessee
$366K
CSC
1137
Caldwell Sutter Capital
California
$366K
DJSG
1138
D.J. St. Germain
Massachusetts
$366K
CCA
1139
Childress Capital Advisors
Texas
$365K
SSC
1140
Syverson Strege & Co
Iowa
$364K
LCM
1141
Liberty Capital Management
Michigan
$364K
PMFA
1142
Plante Moran Financial Advisors
Michigan
$363K
AP
1143
Advisortrust Partners
North Carolina
$363K
LS
1144
Livforsakringsbolaget Skandia
Sweden
$362K
DWS
1145
Dynamic Wealth Strategies
California
$361K
PCMF
1146
Private Capital Management (Florida)
Florida
$361K
BBA
1147
BLB&B Advisors
Pennsylvania
$360K
SAM
1148
Sagewood Asset Management
New York
$359K
SPI
1149
Santori & Peters Inc
Pennsylvania
$359K
FZCM
1150
Flynn Zito Capital Management
New York
$359K