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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
WPA
1226
Winning Points Advisors
Florida
$306K
PG
1227
Prostatis Group
Maryland
$306K
PWG
1228
Portside Wealth Group
Utah
$305K
CMBA
1229
C.M. Bidwell & Associates
Hawaii
$305K
JCIA
1230
Jackson Creek Investment Advisors
Colorado
$304K
HWA
1231
HCR Wealth Advisors
California
$304K
OWP
1232
Obermeyer Wealth Partners
Colorado
$303K
OCBCO
1233
Oversea-Chinese Banking Corp (OCBC)
Singapore
$302K
CBUSF
1234
Construction & Building Unions Superannuation Fund
Australia
$302K
BIAS
1235
Beacon Investment Advisory Services
New Jersey
$301K
CNBTD
1236
Citizens National Bank Trust Department
Mississippi
$300K
CAGAS
1237
Capital Advisory Group Advisory Services
Minnesota
$300K
DF
1238
Dunhill Financial
United Kingdom
$299K
NRC
1239
New Republic Capital
North Carolina
$299K
CFS
1240
CRA Financial Services
New Jersey
$299K
SMA
1241
Sage Mountain Advisors
Georgia
$298K
FMTC
1242
Farmers & Merchants Trust Company
California
$298K
MCM
1243
Manchester Capital Management
Vermont
$298K
GSEP
1244
Golden State Equity Partners
California
$297K
VWM
1245
Vermillion Wealth Management
Minnesota
$297K
KPWG
1246
KFA Private Wealth Group
Virginia
$297K
PFM
1247
Phillips Financial Management
Indiana
$296K
EDRH
1248
Edmond de Rothschild Holding
Switzerland
$296K
CBT
1249
Crews Bank & Trust
Florida
$294K
VCM
1250
Vision Capital Management
Oregon
$294K