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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
KAM
1201
Knightsbridge Asset Management
California
$332K +$3.94K +14 +1%
SWA
1202
Stratos Wealth Advisors
Ohio
$330K -$43.6K -155 -12%
LMFP
1203
Larry Mathis Financial Planning
Arizona
$330K +$320K +1,138 New
KFGG
1204
Keystone Financial Group (Georgia)
Georgia
$329K +$563 +2 +0.2%
TPI
1205
Trust Point Inc
Wisconsin
$328K -$9.57K -34 -3%
AAM
1206
Advisors Asset Management
Colorado
$328K -$5.07K -18 -2%
AFGAS
1207
Allegiance Financial Group Advisory Services
Virginia
$328K +$10.4K +37 +3%
VA
1208
Valmark Advisers
Ohio
$327K
SCA
1209
Sippican Capital Advisors
Massachusetts
$326K -$3.1K -11 -1%
AA
1210
Advisory Alpha
Michigan
$326K -$18.9K -67 -6%
MSA
1211
Marino Stram & Associates
Massachusetts
$325K -$60.2K -214 -16%
PPW
1212
Parcion Private Wealth
Washington
$323K +$20.5K +73 +7%
CCC
1213
Compass Capital Corp
Massachusetts
$323K +$4.22K +15 +1%
MWS
1214
MFA Wealth Services
California
$322K +$1.13K +4 +0.4%
LAM
1215
L2 Asset Management
Massachusetts
$322K +$18.6K +66 +6%
FMII
1216
Farmers & Merchants Investments Inc
Nebraska
$321K
RCAG
1217
Rehmann Capital Advisory Group
Michigan
$319K +$8.72K +31 +3%
AA
1218
ABC Arbitrage
France
$318K +$309K +1,098 New
CB
1219
Centennial Bank
Arkansas
$316K
CWS
1220
Confluence Wealth Services
Pennsylvania
$315K +$13.8K +49 +5%
BCM
1221
Becker Capital Management
Oregon
$315K +$77.1K +274 +34%
FOA
1222
Five Oceans Advisors
California
$315K -$281 -1 -0.1%
GS
1223
GWN Securities
Florida
$315K +$8.16K +29 +3%
SAM
1224
Sawgrass Asset Management
Florida
$314K
TCP
1225
TMB Capital Partners
Arkansas
$314K +$305K +1,084 New