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Travelers Companies

1,734 hedge funds and large institutions have $53.4B invested in Travelers Companies in 2025 Q4 according to their latest regulatory filings, with 210 funds opening new positions, 620 increasing their positions, 576 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

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

3% more capital invested

Capital invested by funds: $51.8B → $53.4B (+$1.62B)

0.29% more ownership

Funds ownership: 82.29%82.59% (+0.29%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

Holders
1,734
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
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
CTA
1451
Chesley Taft & Associates
Illinois
$201K
HCMG
1452
Howard Capital Management Group
California
$201K
FIB
1453
First Interstate Bank
Montana
$200K
KCP
1454
Kera Capital Partners
California
$200K
IRC
1455
Investors Research Corp
Georgia
$199K
FC
1456
Fairscale Capital
New Hampshire
$197K
LWCFA
1457
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$197K
CYG
1458
Clean Yield Group
Vermont
$195K
MCM
1459
MV Capital Management
Maryland
$191K
OL
1460
OneFund LLC
Florida
$190K
AWA
1461
Acumen Wealth Advisors
Tennessee
$189K
JGIA
1462
Jackson Grant Investment Advisers
Connecticut
$189K
CH
1463
Cromwell Holdings
Wyoming
$183K
ATC
1464
Adirondack Trust Company
New York
$183K
DWA
1465
Dougherty Wealth Advisers
Minnesota
$182K
MO
1466
McMillan Office
Michigan
$181K
TF
1467
Tompkins Financial
New York
$180K
BGAI
1468
Bruce G. Allen Investments
Colorado
$179K
HNB
1469
Hilltop National Bank
Wyoming
$178K
VCM
1470
Versant Capital Management
Arizona
$174K
SAS
1471
Spurstone Advisory Services
Connecticut
$173K
PWMG
1472
Prestige Wealth Management Group
New Jersey
$166K
ECM
1473
Estabrook Capital Management
New York
$162K
SIM
1474
Sentry Investment Management
Wisconsin
$162K
BHWM
1475
Beaird Harris Wealth Management
Texas
$156K