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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
TC
1276
Trilogy Capital
California
$286K
SFG
1277
Sovereign Financial Group
Connecticut
$286K
NS
1278
NBC Securities
Alabama
$286K
GSIS
1279
Global Strategic Investment Solutions
Arizona
$286K
SWA
1280
SFMG Wealth Advisors
Texas
$284K
WI
1281
Wedgewood Investors
Pennsylvania
$284K
WA
1282
Wealthstar Advisors
Texas
$283K
MWM
1283
Meridian Wealth Management
Kentucky
$283K
UAG
1284
United Advisor Group
Ohio
$282K
RA
1285
RFG Advisory
Alabama
$282K
JSSH
1286
J. Safra Sarasin Holding
$282K
RFP
1287
Root Financial Partners
California
$282K
BBI
1288
Baxter Bros Inc
Connecticut
$282K
TT
1289
TI-Trust
Illinois
$281K
CFO
1290
Cambient Family Office
Michigan
$281K
LEA
1291
Legacy Edge Advisors
New York
$281K
CWA
1292
Canvas Wealth Advisors
Kansas
$280K
WWC
1293
Waypoint Wealth Counsel
Georgia
$279K
GIA
1294
Gladstone Institutional Advisory
Florida
$279K
KFG
1295
Kelly Financial Group
Connecticut
$278K
VFA
1296
Voya Financial Advisors
Connecticut
$278K
GKWIM
1297
Gerber Kawasaki Wealth & Investment Management
California
$277K
UAS
1298
United Asset Strategies
New York
$277K
EI
1299
EDMP Inc
Florida
$274K
SMC
1300
Smith, Moore & Co
Missouri
$274K