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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
PFM
1251
Phillips Financial Management
Indiana
$296K
EDRH
1252
Edmond de Rothschild Holding
Switzerland
$296K
CBT
1253
Crews Bank & Trust
Florida
$294K
VCM
1254
Vision Capital Management
Oregon
$294K
AWM
1255
Avior Wealth Management
Nebraska
$294K
M1FG
1256
Mach-1 Financial Group
Arkansas
$293K
DFG
1257
DiPaolo Financial Group
Florida
$292K
RCA
1258
Resonant Capital Advisors
Wisconsin
$292K
MWM
1259
Marietta Wealth Management
Georgia
$292K
TPCM
1260
Templeton & Phillips Capital Management
Tennessee
$292K
NCM
1261
Next Capital Management
New York
$291K
QFA
1262
Quantum Financial Advisors
California
$291K
BCM
1263
Blume Capital Management
California
$290K
CST
1264
Charles Schwab Trust
Nevada
$290K
LT
1265
Legacy Trust
Michigan
$290K
RWI
1266
Red Wave Investments
Pennsylvania
$290K
MCM
1267
Mill Capital Management
North Carolina
$290K
PVI
1268
Pine Valley Investments
New Jersey
$290K
CW
1269
CrossGen Wealth
North Carolina
$290K
ST
1270
Sageworth Trust
Pennsylvania
$289K
B
1271
Bayban
Minnesota
$289K
FC
1272
Financial Council
Maryland
$288K
STAS
1273
Strong Tower Advisory Services
Minnesota
$288K
BFA
1274
Bragg Financial Advisors
North Carolina
$288K
FWM
1275
Focused Wealth Management
New York
$287K