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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
GFPC
1326
Global Financial Private Client
Florida
$261K
GFG
1327
Greenberg Financial Group
Arizona
$261K
TWC
1328
TD Waterhouse Canada
Ontario, Canada
$261K
SMA
1329
Seven Mile Advisory
New Jersey
$260K
CS
1330
Cannell & Spears
New York
$260K
LGA
1331
Lebenthal Global Advisors
New York
$259K
BWMG
1332
Barnes Wealth Management Group
California
$259K
FFA
1333
Florida Financial Advisors
Florida
$258K
KRW
1334
Kaufman Rossin Wealth
Florida
$256K
AC
1335
Apella Capital
Connecticut
$256K
ML
1336
McAdam LLC
Pennsylvania
$256K
LPT
1337
Legacy Private Trust
Wisconsin
$255K
GAA
1338
Global Assets Advisory
Florida
$255K
FA
1339
Fiduciary Alliance
South Carolina
$255K
SPC
1340
Spirepoint Private Client
Florida
$255K
AT
1341
American Trust
Kentucky
$255K
LJAC
1342
L.J. Altfest & Co
New York
$255K
EWA
1343
Exencial Wealth Advisors
Oklahoma
$254K
NW
1344
Naviter Wealth
Arkansas
$254K
AWM
1345
Angeles Wealth Management
California
$253K
VBFP
1346
Valtinson Bruner Financial Planning
Minnesota
$252K
OL
1347
Optas LLC
Texas
$252K
WP
1348
Westmount Partners
California
$252K
IF
1349
Intrua Financial
Texas
$251K
PA
1350
PharVision Advisers
Florida
$251K