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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
OL
1476
OneFund LLC
Florida
$190K
AWA
1477
Acumen Wealth Advisors
Tennessee
$189K
JGIA
1478
Jackson Grant Investment Advisers
Connecticut
$189K
CH
1479
Cromwell Holdings
Wyoming
$183K
ATC
1480
Adirondack Trust Company
New York
$183K
DWA
1481
Dougherty Wealth Advisers
Minnesota
$182K
MO
1482
McMillan Office
Michigan
$181K
TF
1483
Tompkins Financial
New York
$180K
BGAI
1484
Bruce G. Allen Investments
Colorado
$179K
HNB
1485
Hilltop National Bank
Wyoming
$178K
VCM
1486
Versant Capital Management
Arizona
$174K
SAS
1487
Spurstone Advisory Services
Connecticut
$173K
PWMG
1488
Prestige Wealth Management Group
New Jersey
$166K
ECM
1489
Estabrook Capital Management
New York
$162K
SIM
1490
Sentry Investment Management
Wisconsin
$162K
BHWM
1491
Beaird Harris Wealth Management
Texas
$156K
CFS
1492
CGC Financial Services
Oregon
$155K
SWIM
1493
Smallwood Wealth Investment Management
New Jersey
$152K
MFP
1494
Meramec Financial Planners
Missouri
$152K
SA
1495
SRH Advisors
Kansas
$149K
ITIM
1496
Indiana Trust & Investment Management
Indiana
$147K
EPIM
1497
Evelyn Partners Investment Management
$145K
HIMS
1498
Hager Investment Management Services
New Hampshire
$145K
TLA
1499
Tanglewood Legacy Advisors
Texas
$145K
TTWM
1500
TCV Trust & Wealth Management
Virginia
$143K