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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
PWPS
1351
Pinnacle Wealth Planning Services
Ohio
$250K
RT
1352
Rockland Trust
Massachusetts
$249K
Fiera Capital (Canada)
1353
Fiera Capital (Canada)
Quebec, Canada
$249K
TYCC
1354
Texas Yale Capital Corp
Florida
$248K
HVP
1355
Hudson Value Partners
Florida
$248K
MAMG
1356
Milestone Asset Management Group
Connecticut
$248K
EI
1357
Ellevest Inc
New York
$247K
BM
1358
Berman McAleer
Maryland
$246K
RC
1359
Rovin Capital
Arizona
$245K
AGWCA
1360
Annis Gardner Whiting Capital Advisors
Florida
$245K
PWW
1361
Pettyjohn Wood & White
Virginia
$244K
Members Trust
1362
Members Trust
Florida
$244K
SSA
1363
Schonfeld Strategic Advisors
New York
$244K
BLFG
1364
Brian Low Financial Group
Louisiana
$244K
SDH
1365
Sloy Dahl & Holst
Washington
$243K
7WCP
1366
71 West Capital Partners
Massachusetts
$243K
CVA
1367
Central Valley Advisors
California
$243K
MSWM
1368
Mowery & Schoenfeld Wealth Management
Illinois
$242K
DLCIG
1369
D.L. Carlson Investment Group
New Hampshire
$242K
CFG
1370
Carr Financial Group
Massachusetts
$242K
IF
1371
Ironwood Financial
Arizona
$241K
PFWA
1372
Paces Ferry Wealth Advisors
Georgia
$240K
AA
1373
Alta Advisers
United Kingdom
$239K
FFA
1374
Founders Financial Alliance
North Carolina
$239K
BF
1375
bLong Financial
Tennessee
$238K