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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
EI
1301
EDMP Inc
Florida
$274K
SMC
1302
Smith, Moore & Co
Missouri
$274K
BFA
1303
Brendel Financial Advisors
New Hampshire
$274K
SAG
1304
SageView Advisory Group
California
$274K
MAM
1305
McLean Asset Management
Virginia
$273K
NWWA
1306
New Wave Wealth Advisors
Arkansas
$271K
FFP
1307
FourThought Financial Partners
Florida
$271K
PDM
1308
Penn Davis McFarland
Texas
$271K
SS
1309
SBI Securities
Japan
$271K
FWA
1310
FORM Wealth Advisors
Wisconsin
$270K
XWL
1311
XXI Wealth LLC
Illinois
$269K
BWM
1312
BNC Wealth Management
Oregon
$268K
NHT
1313
New Hampshire Trust
New Hampshire
$267K
ATS
1314
Ashton Thomas Securities
New York
$266K
MK
1315
MASTERINVEST Kapitalanlage
$265K
WC
1316
Waterloo Capital
Texas
$265K
HCMT
1317
Highland Capital Management (Tennessee)
Tennessee
$265K
ECM
1318
Elgethun Capital Management
South Dakota
$264K
FMLI
1319
Fukoku Mutual Life Insurance
Japan
$264K
MFS
1320
Madrona Financial Services
Washington
$264K
NFP
1321
Narus Financial Partners
Utah
$264K
IRP
1322
Investment Research Partners
Pennsylvania
$264K
LCAM
1323
London & Capital Asset Management
United Kingdom
$263K
MCC
1324
Money Concepts Capital
Florida
$263K
APG
1325
Abacus Planning Group
South Carolina
$262K