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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
BFA
1276
Bragg Financial Advisors
North Carolina
$288K
FWM
1277
Focused Wealth Management
New York
$287K
TC
1278
Trilogy Capital
California
$286K
SFG
1279
Sovereign Financial Group
Connecticut
$286K
NS
1280
NBC Securities
Alabama
$286K
GSIS
1281
Global Strategic Investment Solutions
Arizona
$286K
SWA
1282
SFMG Wealth Advisors
Texas
$284K
WI
1283
Wedgewood Investors
Pennsylvania
$284K
WA
1284
Wealthstar Advisors
Texas
$283K
MWM
1285
Meridian Wealth Management
Kentucky
$283K
UAG
1286
United Advisor Group
Ohio
$282K
RA
1287
RFG Advisory
Alabama
$282K
JSSH
1288
J. Safra Sarasin Holding
$282K
RFP
1289
Root Financial Partners
California
$282K
BBI
1290
Baxter Bros Inc
Connecticut
$282K
TT
1291
TI-Trust
Illinois
$281K
CFO
1292
Cambient Family Office
Michigan
$281K
LEA
1293
Legacy Edge Advisors
New York
$281K
CWA
1294
Canvas Wealth Advisors
Kansas
$280K
WWC
1295
Waypoint Wealth Counsel
Georgia
$279K
GIA
1296
Gladstone Institutional Advisory
Florida
$279K
KFG
1297
Kelly Financial Group
Connecticut
$278K
VFA
1298
Voya Financial Advisors
Connecticut
$278K
GKWIM
1299
Gerber Kawasaki Wealth & Investment Management
California
$277K
UAS
1300
United Asset Strategies
New York
$277K