TRV icon

Travelers Companies

1,756 hedge funds and large institutions have $53.7B invested in Travelers Companies in 2025 Q4 according to their latest regulatory filings, with 221 funds opening new positions, 624 increasing their positions, 579 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: 579

4% more capital invested

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

0.7% more ownership

Funds ownership: 82.31%83.01% (+0.7%)

Holders
1,756
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
SPAS
1226
Spectrum Planning & Advisory Services
California
$309K
3IP
1227
3Chopt Investment Partners
Virginia
$307K
TNBTD
1228
Trustmark National Bank Trust Department
Mississippi
$307K
AWE
1229
Avidian Wealth Enterprises
Texas
$306K
TIM
1230
Tortoise Investment Management
New York
$306K
CI Investments Inc
1231
CI Investments Inc
Ontario, Canada
$306K
WPA
1232
Winning Points Advisors
Florida
$306K
PG
1233
Prostatis Group
Maryland
$306K
PWG
1234
Portside Wealth Group
Utah
$305K
CMBA
1235
C.M. Bidwell & Associates
Hawaii
$305K
JCIA
1236
Jackson Creek Investment Advisors
Colorado
$304K
HWA
1237
HCR Wealth Advisors
California
$304K
OWP
1238
Obermeyer Wealth Partners
Colorado
$303K
OCBCO
1239
Oversea-Chinese Banking Corp (OCBC)
Singapore
$302K
CBUSF
1240
Construction & Building Unions Superannuation Fund
Australia
$302K
BIAS
1241
Beacon Investment Advisory Services
New Jersey
$301K
CNBTD
1242
Citizens National Bank Trust Department
Mississippi
$300K
CAGAS
1243
Capital Advisory Group Advisory Services
Minnesota
$300K
DF
1244
Dunhill Financial
United Kingdom
$299K
NRC
1245
New Republic Capital
North Carolina
$299K
CFS
1246
CRA Financial Services
New Jersey
$299K
SMA
1247
Sage Mountain Advisors
Georgia
$298K
FMTC
1248
Farmers & Merchants Trust Company
California
$298K
MCM
1249
Manchester Capital Management
Vermont
$298K
GSEP
1250
Golden State Equity Partners
California
$297K