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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
PCMF
1151
Private Capital Management (Florida)
Florida
$361K +$350K +1,244 New
BBA
1152
BLB&B Advisors
Pennsylvania
$360K -$20.5K -73 -6%
SAM
1153
Sagewood Asset Management
New York
$359K +$348K +1,237 New
SPI
1154
Santori & Peters Inc
Pennsylvania
$359K
FZCM
1155
Flynn Zito Capital Management
New York
$359K
CIA
1156
Caerus Investment Advisors
Texas
$359K +$14.6K +52 +4%
SRC
1157
Sage Rhino Capital
California
$358K
NI
1158
NDVR Inc
Massachusetts
$358K -$13.8K -49 -4%
WE
1159
Wealth Effects
Massachusetts
$357K
OWA
1160
One Wealth Advisors
California
$356K
1C
1161
111 Capital
France
$355K +$10.1K +36 +3%
QC
1162
Quent Capital
New York
$353K +$8.16K +29 +2%
QLSGSCF
1163
Quent Long Short Global Small Cap Fund
New York
$353K +$343K +1,218 New
ASG
1164
Ariston Services Group
California
$352K
SS
1165
Sunbelt Securities
Texas
$352K
CJ
1166
Caitlin John
Michigan
$351K +$340K +1,209 New
DAS
1167
Diversify Advisory Services
Utah
$351K +$112K +397 +44%
GSWM
1168
Greenup Street Wealth Management
Michigan
$350K +$563 +2 +0.2%
QFW
1169
QTR Family Wealth
Florida
$349K -$9.29K -33 -3%
NA
1170
Nestegg Advisors
New York
$349K
ZIM
1171
Zacks Investment Management
Illinois
$349K +$19.7K +70 +6%
FMI
1172
Frec Markets Inc
California
$349K +$338K +1,202 New
MIC
1173
Means Investment Company
Maine
$348K
BIG
1174
Builder Investment Group
Georgia
$348K
EC
1175
Enhancing Capital
Pennsylvania
$348K