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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
OCM
1326
One Capital Management
California
$262K
BW
1327
Blalock Williams
Alabama
$262K
GFPC
1328
Global Financial Private Client
Florida
$261K
GFG
1329
Greenberg Financial Group
Arizona
$261K
TWC
1330
TD Waterhouse Canada
Ontario, Canada
$261K
SMA
1331
Seven Mile Advisory
New Jersey
$260K
CS
1332
Cannell & Spears
New York
$260K
LGA
1333
Lebenthal Global Advisors
New York
$259K
BWMG
1334
Barnes Wealth Management Group
California
$259K
FFA
1335
Florida Financial Advisors
Florida
$258K
KRW
1336
Kaufman Rossin Wealth
Florida
$256K
AC
1337
Apella Capital
Connecticut
$256K
ML
1338
McAdam LLC
Pennsylvania
$256K
LPT
1339
Legacy Private Trust
Wisconsin
$255K
GAA
1340
Global Assets Advisory
Florida
$255K
FA
1341
Fiduciary Alliance
South Carolina
$255K
SPC
1342
Spirepoint Private Client
Florida
$255K
AT
1343
American Trust
Kentucky
$255K
LJAC
1344
L.J. Altfest & Co
New York
$255K
EWA
1345
Exencial Wealth Advisors
Oklahoma
$254K
NW
1346
Naviter Wealth
Arkansas
$254K
AWM
1347
Angeles Wealth Management
California
$253K
VBFP
1348
Valtinson Bruner Financial Planning
Minnesota
$252K
OL
1349
Optas LLC
Texas
$252K
WP
1350
Westmount Partners
California
$252K