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Travelers Companies

1,733 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, 575 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
1,733
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
SWIM
1476
Smallwood Wealth Investment Management
New Jersey
$152K
MFP
1477
Meramec Financial Planners
Missouri
$152K
SA
1478
SRH Advisors
Kansas
$149K
ITIM
1479
Indiana Trust & Investment Management
Indiana
$147K
TLA
1480
Tanglewood Legacy Advisors
Texas
$145K
HIMS
1481
Hager Investment Management Services
New Hampshire
$145K
EPIM
1482
Evelyn Partners Investment Management
$145K
TTWM
1483
TCV Trust & Wealth Management
Virginia
$143K
AA
1484
Addison Advisors
Vermont
$139K
SAM
1485
S.A. Mason
Michigan
$137K
FFL
1486
Financial Freedom LLC
Ohio
$135K
AA
1487
AlphaCentric Advisors
Puerto Rico
$128K
CFO
1488
CVA Family Office
Colorado
$128K
TH
1489
TCTC Holdings
Texas
$127K
FFA
1490
Frazier Financial Advisors
Ohio
$125K
DMBA
1491
Deseret Mutual Benefit Administrators
Utah
$116K
TCA
1492
Trifecta Capital Advisors
Illinois
$116K
GSWM
1493
Golden State Wealth Management
California
$116K
WTA
1494
Washington Trust Advisors
Massachusetts
$115K
TWD
1495
True Wealth Design
Ohio
$115K
M
1496
MOTCO
Texas
$112K
CHC
1497
City Holding Co
West Virginia
$111K
FP
1498
Financial Perspectives
Minnesota
$110K
CA
1499
Crewe Advisors
Utah
$108K
FC
1500
Financial Consulate
Maryland
$108K