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Travelers Companies

1,744 hedge funds and large institutions have $53.7B invested in Travelers Companies in 2025 Q4 according to their latest regulatory filings, with 215 funds opening new positions, 624 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:

4% more capital invested

Capital invested by funds: $51.8B → $53.7B (+$1.88B)

0.69% more ownership

Funds ownership: 82.29%82.98% (+0.69%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

Holders
1,744
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
BGAI
1476
Bruce G. Allen Investments
Colorado
$179K
HNB
1477
Hilltop National Bank
Wyoming
$178K
VCM
1478
Versant Capital Management
Arizona
$174K
SAS
1479
Spurstone Advisory Services
Connecticut
$173K
PWMG
1480
Prestige Wealth Management Group
New Jersey
$166K
ECM
1481
Estabrook Capital Management
New York
$162K
SIM
1482
Sentry Investment Management
Wisconsin
$162K
BHWM
1483
Beaird Harris Wealth Management
Texas
$156K
CFS
1484
CGC Financial Services
Oregon
$155K
SWIM
1485
Smallwood Wealth Investment Management
New Jersey
$152K
MFP
1486
Meramec Financial Planners
Missouri
$152K
SA
1487
SRH Advisors
Kansas
$149K
ITIM
1488
Indiana Trust & Investment Management
Indiana
$147K
TLA
1489
Tanglewood Legacy Advisors
Texas
$145K
HIMS
1490
Hager Investment Management Services
New Hampshire
$145K
EPIM
1491
Evelyn Partners Investment Management
$145K
TTWM
1492
TCV Trust & Wealth Management
Virginia
$143K
AA
1493
Addison Advisors
Vermont
$139K
SAM
1494
S.A. Mason
Michigan
$137K
FFL
1495
Financial Freedom LLC
Ohio
$135K
AA
1496
AlphaCentric Advisors
Puerto Rico
$128K
CFO
1497
CVA Family Office
Colorado
$128K
TH
1498
TCTC Holdings
Texas
$127K
FFA
1499
Frazier Financial Advisors
Ohio
$125K
DMBA
1500
Deseret Mutual Benefit Administrators
Utah
$116K