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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
NQWM
1176
Northwest Quadrant Wealth Management
Oregon
$340K
WH
1177
Willner & Heller
California
$339K
EARNEST Partners
1178
EARNEST Partners
Georgia
$338K
OBWG
1179
Onyx Bridge Wealth Group
New York
$338K
NG
1180
Novem Group
New York
$337K
WP
1181
Wealthspan Partners
Iowa
$337K
FWA
1182
Flagship Wealth Advisors
Massachusetts
$335K
CW
1183
CreativeOne Wealth
Kansas
$334K
CASB
1184
Cape Ann Savings Bank
Massachusetts
$334K
AWM
1185
Accurate Wealth Management
Florida
$333K
PCG
1186
Prosperity Consulting Group
Maryland
$333K
CT
1187
Caldwell Trust
Florida
$332K
ECM
1188
EagleClaw Capital Management
Massachusetts
$332K
SWA
1189
Stratos Wealth Advisors
Ohio
$330K
LMFPL
1190
Larry Mathis Financial Planning, LLC
Arizona
$330K
KFGG
1191
Keystone Financial Group (Georgia)
Georgia
$329K
TPI
1192
Trust Point Inc
Wisconsin
$328K
AAM
1193
Advisors Asset Management
Colorado
$328K
AFGAS
1194
Allegiance Financial Group Advisory Services
Virginia
$328K
VA
1195
Valmark Advisers
Ohio
$327K
SCA
1196
Sippican Capital Advisors
Massachusetts
$326K
AA
1197
Advisory Alpha
Michigan
$326K
MSA
1198
Marino Stram & Associates
Massachusetts
$325K
PPW
1199
Parcion Private Wealth
Washington
$323K
CCC
1200
Compass Capital Corp
Massachusetts
$323K