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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
CWA
1301
Canvas Wealth Advisors
Kansas
$280K
WWC
1302
Waypoint Wealth Counsel
Georgia
$279K
GIA
1303
Gladstone Institutional Advisory
Florida
$279K
KFG
1304
Kelly Financial Group
Connecticut
$278K
VFA
1305
Voya Financial Advisors
Connecticut
$278K
GKWIM
1306
Gerber Kawasaki Wealth & Investment Management
California
$277K
UAS
1307
United Asset Strategies
New York
$277K
EI
1308
EDMP Inc
Florida
$274K
SMC
1309
Smith, Moore & Co
Missouri
$274K
BFA
1310
Brendel Financial Advisors
New Hampshire
$274K
SAG
1311
SageView Advisory Group
California
$274K
MAM
1312
McLean Asset Management
Virginia
$273K
NWWA
1313
New Wave Wealth Advisors
Arkansas
$271K
FFP
1314
FourThought Financial Partners
Florida
$271K
PDM
1315
Penn Davis McFarland
Texas
$271K
SS
1316
SBI Securities
Japan
$271K
FWA
1317
FORM Wealth Advisors
Wisconsin
$270K
XWL
1318
XXI Wealth LLC
Illinois
$269K
BWM
1319
BNC Wealth Management
Oregon
$268K
NHT
1320
New Hampshire Trust
New Hampshire
$267K
ATS
1321
Ashton Thomas Securities
New York
$266K
MK
1322
MASTERINVEST Kapitalanlage
$265K
WC
1323
Waterloo Capital
Texas
$265K
HCMT
1324
Highland Capital Management (Tennessee)
Tennessee
$265K
ECM
1325
Elgethun Capital Management
South Dakota
$264K