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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
RWI
1276
Red Wave Investments
Pennsylvania
$290K
PVI
1277
Pine Valley Investments
New Jersey
$290K
CW
1278
CrossGen Wealth
North Carolina
$290K
ST
1279
Sageworth Trust
Pennsylvania
$289K
B
1280
Bayban
Minnesota
$289K
FC
1281
Financial Council
Maryland
$288K
STAS
1282
Strong Tower Advisory Services
Minnesota
$288K
BFA
1283
Bragg Financial Advisors
North Carolina
$288K
FWM
1284
Focused Wealth Management
New York
$287K
TC
1285
Trilogy Capital
California
$286K
SFG
1286
Sovereign Financial Group
Connecticut
$286K
NS
1287
NBC Securities
Alabama
$286K
GSIS
1288
Global Strategic Investment Solutions
Arizona
$286K
SWA
1289
SFMG Wealth Advisors
Texas
$284K
WI
1290
Wedgewood Investors
Pennsylvania
$284K
WA
1291
Wealthstar Advisors
Texas
$283K
MWM
1292
Meridian Wealth Management
Kentucky
$283K
UAG
1293
United Advisor Group
Ohio
$282K
RA
1294
RFG Advisory
Alabama
$282K
JSSH
1295
J. Safra Sarasin Holding
$282K
RFP
1296
Root Financial Partners
California
$282K
BBI
1297
Baxter Bros Inc
Connecticut
$282K
TT
1298
TI-Trust
Illinois
$281K
CFO
1299
Cambient Family Office
Michigan
$281K
LEA
1300
Legacy Edge Advisors
New York
$281K