TRV icon

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
TCA
1501
Trifecta Capital Advisors
Illinois
$116K
GSWM
1502
Golden State Wealth Management
California
$116K
WTA
1503
Washington Trust Advisors
Massachusetts
$115K
TWD
1504
True Wealth Design
Ohio
$115K
M
1505
MOTCO
Texas
$112K
CHC
1506
City Holding Co
West Virginia
$111K
FP
1507
Financial Perspectives
Minnesota
$110K
CA
1508
Crewe Advisors
Utah
$108K
FC
1509
Financial Consulate
Maryland
$108K
SFG
1510
Strive Financial Group
Indiana
$107K
VWA
1511
Valued Wealth Advisors
Utah
$105K
NSIM
1512
North Star Investment Management
Illinois
$105K
FUBT
1513
First United Bank & Trust
Maryland
$104K
TM
1514
Torren Management
California
$103K
BSB
1515
Bangor Savings Bank
Maine
$103K
FFC
1516
First Financial Corp
Indiana
$102K
CFG
1517
CKW Financial Group
Hawaii
$100K
WA
1518
WPG Advisers
Maryland
$98.6K
IAS
1519
IMA Advisory Services
Colorado
$94.8K
BLC
1520
Brown, Lisle/Cummings
Rhode Island
$93K
TWM
1521
Timmons Wealth Management
Massachusetts
$92.8K
CAL
1522
Capital Advisors Ltd
Ohio
$92K
DE
1523
DV Equities
Illinois
$90.2K
AFG
1524
Albion Financial Group
Utah
$89.6K
PFSC
1525
Peoples Financial Services Corp
Pennsylvania
$89.6K