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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
SWA
1276
SFMG Wealth Advisors
Texas
$284K
WI
1277
Wedgewood Investors
Pennsylvania
$284K
WA
1278
Wealthstar Advisors
Texas
$283K
MWM
1279
Meridian Wealth Management
Kentucky
$283K
UAG
1280
United Advisor Group
Ohio
$282K
RA
1281
RFG Advisory
Alabama
$282K
JSSH
1282
J. Safra Sarasin Holding
$282K
RFP
1283
Root Financial Partners
California
$282K
BBI
1284
Baxter Bros Inc
Connecticut
$282K
TT
1285
TI-Trust
Illinois
$281K
CFO
1286
Cambient Family Office
Michigan
$281K
LEA
1287
Legacy Edge Advisors
New York
$281K
CWA
1288
Canvas Wealth Advisors
Kansas
$280K
WWC
1289
Waypoint Wealth Counsel
Georgia
$279K
GIA
1290
Gladstone Institutional Advisory
Florida
$279K
KFG
1291
Kelly Financial Group
Connecticut
$278K
VFA
1292
Voya Financial Advisors
Connecticut
$278K
GKWIM
1293
Gerber Kawasaki Wealth & Investment Management
California
$277K
UAS
1294
United Asset Strategies
New York
$277K
EI
1295
EDMP Inc
Florida
$274K
SMC
1296
Smith, Moore & Co
Missouri
$274K
BFA
1297
Brendel Financial Advisors
New Hampshire
$274K
SAG
1298
SageView Advisory Group
California
$274K
MAM
1299
McLean Asset Management
Virginia
$273K
NWWA
1300
New Wave Wealth Advisors
Arkansas
$271K