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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
EFG
1451
Everhart Financial Group
Ohio
$205K
CWP
1452
Curated Wealth Partners
California
$205K
CGH
1453
CMG Global Holdings
Texas
$204K
SPI
1454
Sutton Place Investors
New York
$204K
DWM
1455
Diversify Wealth Management
Utah
$204K
MW
1456
MBL Wealth
North Carolina
$203K
IIM
1457
Ipswich Investment Management
Massachusetts
$203K
B
1458
Bensler
Washington
$203K
SM
1459
Salzhauer Michael
$203K
PHIC
1460
Pine Haven Investment Counsel
Massachusetts
$203K
HA
1461
Herold Advisors
New York
$203K
MW
1462
Members Wealth
Pennsylvania
$203K
ACG
1463
Allen Capital Group
Nebraska
$203K
RB
1464
Rodgers Brothers
Pennsylvania
$203K
FFA
1465
First Foundation Advisors
California
$202K
GBT
1466
Grove Bank & Trust
Florida
$202K
CTA
1467
Chesley Taft & Associates
Illinois
$201K
HCMG
1468
Howard Capital Management Group
California
$201K
FIB
1469
First Interstate Bank
Montana
$200K
KCP
1470
Kera Capital Partners
California
$200K
IRC
1471
Investors Research Corp
Georgia
$199K
FC
1472
Fairscale Capital
New Hampshire
$197K
LWCFA
1473
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$197K
CYG
1474
Clean Yield Group
Vermont
$195K
MCM
1475
MV Capital Management
Maryland
$191K