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