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Travelers Companies

1,753 hedge funds and large institutions have $53.7B invested in Travelers Companies in 2025 Q4 according to their latest regulatory filings, with 220 funds opening new positions, 624 increasing their positions, 578 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: 578

4% more capital invested

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

0.7% more ownership

Funds ownership: 82.29%82.99% (+0.7%)

Holders
1,753
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
JWA
1176
JFS Wealth Advisors
Pennsylvania
$342K
AMG
1177
Advisors Management Group
Wisconsin
$342K
SGC
1178
Slocum, Gordon & Co
Rhode Island
$341K
MAG
1179
Mayfair Advisory Group
Alabama
$341K
NQWM
1180
Northwest Quadrant Wealth Management
Oregon
$340K
WH
1181
Willner & Heller
California
$339K
EARNEST Partners
1182
EARNEST Partners
Georgia
$338K
OBWG
1183
Onyx Bridge Wealth Group
New York
$338K
NG
1184
Novem Group
New York
$337K
WP
1185
Wealthspan Partners
Iowa
$337K
FWA
1186
Flagship Wealth Advisors
Massachusetts
$335K
CW
1187
CreativeOne Wealth
Kansas
$334K
CASB
1188
Cape Ann Savings Bank
Massachusetts
$334K
AWM
1189
Accurate Wealth Management
Florida
$333K
PCG
1190
Prosperity Consulting Group
Maryland
$333K
CT
1191
Caldwell Trust
Florida
$332K
ECM
1192
EagleClaw Capital Management
Massachusetts
$332K
SWA
1193
Stratos Wealth Advisors
Ohio
$330K
LMFP
1194
Larry Mathis Financial Planning
Arizona
$330K
KFGG
1195
Keystone Financial Group (Georgia)
Georgia
$329K
TPI
1196
Trust Point Inc
Wisconsin
$328K
AAM
1197
Advisors Asset Management
Colorado
$328K
AFGAS
1198
Allegiance Financial Group Advisory Services
Virginia
$328K
VA
1199
Valmark Advisers
Ohio
$327K
SCA
1200
Sippican Capital Advisors
Massachusetts
$326K