We are live on ! Find out more
TRV icon

Travelers Companies

1,769 hedge funds and large institutions have $53.8B invested in Travelers Companies in 2025 Q4 according to their latest regulatory filings, with 228 funds opening new positions, 629 increasing their positions, 579 reducing their positions, and 85 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:

9% more repeat investments, than reductions

Existing positions increased: 629 | Existing positions reduced: 579

4% more capital invested

Capital invested by funds: $51.9B → $53.8B (+$1.9B)

0.73% more ownership

Funds ownership: 82.42%83.15% (+0.73%)

Holders
1,769
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
CGF
1451
Constant Guidance Financial
Massachusetts
$210K
WA
1452
WealthTrust Axiom
Pennsylvania
$210K
MAM
1453
Mystic Asset Management
Rhode Island
$210K
AW
1454
Alteri Wealth
California
$210K
VNA
1455
Valley National Advisers
Pennsylvania
$209K
WA
1456
Win Advisors
Florida
$208K
CWP
1457
Cyndeo Wealth Partners
Florida
$207K
PBO
1458
Peoples Bank (Ohio)
Ohio
$207K
SCP
1459
Sandhill Capital Partners
New York
$206K
GIM
1460
Generali Investments Management
Slovenia
$206K
EFG
1461
Everhart Financial Group
Ohio
$205K
CWP
1462
Curated Wealth Partners
California
$205K
CGH
1463
CMG Global Holdings
Texas
$204K
SPI
1464
Sutton Place Investors
New York
$204K
DWM
1465
Diversify Wealth Management
Utah
$204K
MW
1466
MBL Wealth
North Carolina
$203K
IIM
1467
Ipswich Investment Management
Massachusetts
$203K
B
1468
Bensler
Washington
$203K
SM
1469
Salzhauer Michael
$203K
HA
1470
Herold Advisors
New York
$203K
PHIC
1471
Pine Haven Investment Counsel
Massachusetts
$203K
MW
1472
Members Wealth
Pennsylvania
$203K
ACG
1473
Allen Capital Group
Nebraska
$203K
RB
1474
Rodgers Brothers
Pennsylvania
$203K
FFA
1475
First Foundation Advisors
California
$202K