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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

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:

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
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
DF
1251
Dunhill Financial
United Kingdom
$299K
NRC
1252
New Republic Capital
North Carolina
$299K
CFS
1253
CRA Financial Services
New Jersey
$299K
SMA
1254
Sage Mountain Advisors
Georgia
$298K
FMTC
1255
Farmers & Merchants Trust Company
California
$298K
MCM
1256
Manchester Capital Management
Vermont
$298K
GSEP
1257
Golden State Equity Partners
California
$297K
VWM
1258
Vermillion Wealth Management
Minnesota
$297K
KPWG
1259
KFA Private Wealth Group
Virginia
$297K
PFM
1260
Phillips Financial Management
Indiana
$296K
EDRH
1261
Edmond de Rothschild Holding
Switzerland
$296K
CBT
1262
Crews Bank & Trust
Florida
$294K
VCM
1263
Vision Capital Management
Oregon
$294K
AWM
1264
Avior Wealth Management
Nebraska
$294K
M1FG
1265
Mach-1 Financial Group
Arkansas
$293K
DFG
1266
DiPaolo Financial Group
Florida
$292K
RCA
1267
Resonant Capital Advisors
Wisconsin
$292K
MWM
1268
Marietta Wealth Management
Georgia
$292K
TPCM
1269
Templeton & Phillips Capital Management
Tennessee
$292K
NCM
1270
Next Capital Management
New York
$291K
QFA
1271
Quantum Financial Advisors
California
$291K
BCM
1272
Blume Capital Management
California
$290K
CST
1273
Charles Schwab Trust
Nevada
$290K
LT
1274
Legacy Trust
Michigan
$290K
MCM
1275
Mill Capital Management
North Carolina
$290K