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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
GCP
1126
GSA Capital Partners
United Kingdom
$379K +$368K +1,308 New
VST
1127
Van Strum & Towne
California
$378K
JTWM
1128
Jackson Thornton Wealth Management
Alabama
$378K +$4.22K +15 +1%
ST
1129
Somerset Trust
Pennsylvania
$376K -$4.22K -15 -1%
CFP
1130
Catalyst Financial Partners
Massachusetts
$376K +$19.1K +68 +6%
LWM
1131
Lyell Wealth Management
California
$376K +$40K +142 +12%
RDWM
1132
Red Door Wealth Management
Tennessee
$375K +$563 +2 +0.2%
KP
1133
Keel Point
Alabama
$375K +$15.5K +55 +4%
LOPW
1134
Live Oak Private Wealth
North Carolina
$373K
SW
1135
SVB Wealth
Massachusetts
$370K -$1.97K -7 -0.5%
BFM
1136
Boothbay Fund Management
New York
$368K +$357K +1,268 New
HH
1137
Hilltop Holdings
Texas
$368K -$2.28M -8,111 -86%
WA
1138
Wealth Architects
California
$367K +$3.66K +13 +1%
DP
1139
Dearborn Partners
Illinois
$366K
DAM
1140
Delta Asset Management
Tennessee
$366K -$7.04K -25 -2%
CSC
1141
Caldwell Sutter Capital
California
$366K +$1.69K +6 +0.5%
DJSG
1142
D.J. St. Germain
Massachusetts
$366K -$22.5K -80 -6%
CCA
1143
Childress Capital Advisors
Texas
$365K +$6.19K +22 +2%
SWP
1144
Strategic Wealth Partners
Ohio
$364K +$236K +840 +202%
SSC
1145
Syverson Strege & Co
Iowa
$364K -$11.8K -42 -3%
LCM
1146
Liberty Capital Management
Michigan
$364K
PMFA
1147
Plante Moran Financial Advisors
Michigan
$363K
AP
1148
Advisortrust Partners
North Carolina
$363K +$352K +1,250 New
LS
1149
Livforsakringsbolaget Skandia
Sweden
$362K -$94K -334 -21%
DWS
1150
Dynamic Wealth Strategies
California
$361K +$63.9K +227 +22%