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Travelers Companies

1,746 hedge funds and large institutions have $53.7B invested in Travelers Companies in 2025 Q4 according to their latest regulatory filings, with 217 funds opening new positions, 624 increasing their positions, 576 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

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

4% more capital invested

Capital invested by funds: $51.8B → $53.7B (+$1.88B)

0.7% more ownership

Funds ownership: 82.29%82.98% (+0.7%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

Holders
1,746
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
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
CS
1326
Cannell & Spears
New York
$260K
LGA
1327
Lebenthal Global Advisors
New York
$259K
BWMG
1328
Barnes Wealth Management Group
California
$259K
FFA
1329
Florida Financial Advisors
Florida
$258K
KRW
1330
Kaufman Rossin Wealth
Florida
$256K
AC
1331
Apella Capital
Connecticut
$256K
ML
1332
McAdam LLC
Pennsylvania
$256K
LPT
1333
Legacy Private Trust
Wisconsin
$255K
GAA
1334
Global Assets Advisory
Florida
$255K
FA
1335
Fiduciary Alliance
South Carolina
$255K
SPC
1336
Spirepoint Private Client
Florida
$255K
AT
1337
American Trust
Kentucky
$255K
LJAC
1338
L.J. Altfest & Co
New York
$255K
EWA
1339
Exencial Wealth Advisors
Oklahoma
$254K
NW
1340
Naviter Wealth
Arkansas
$254K
AWM
1341
Angeles Wealth Management
California
$253K
VBFP
1342
Valtinson Bruner Financial Planning
Minnesota
$252K
OL
1343
Optas LLC
Texas
$252K
WP
1344
Westmount Partners
California
$252K
IF
1345
Intrua Financial
Texas
$251K
PA
1346
PharVision Advisers
Florida
$251K
PWPS
1347
Pinnacle Wealth Planning Services
Ohio
$250K
RT
1348
Rockland Trust
Massachusetts
$249K
Fiera Capital (Canada)
1349
Fiera Capital (Canada)
Quebec, Canada
$249K
TYCC
1350
Texas Yale Capital Corp
Florida
$248K