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Travelers Companies

1,769 hedge funds and large institutions have $53.8B invested in Travelers Companies in 2025 Q4 according to their latest regulatory filings, with 228 funds opening new positions, 629 increasing their positions, 579 reducing their positions, and 85 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:

9% more repeat investments, than reductions

Existing positions increased: 629 | Existing positions reduced: 579

4% more capital invested

Capital invested by funds: $51.9B → $53.8B (+$1.9B)

0.73% more ownership

Funds ownership: 82.42%83.15% (+0.73%)

Holders
1,769
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
BHWM
1501
Beaird Harris Wealth Management
Texas
$156K
CFS
1502
CGC Financial Services
Oregon
$155K
SWIM
1503
Smallwood Wealth Investment Management
New Jersey
$152K
MFP
1504
Meramec Financial Planners
Missouri
$152K
SA
1505
SRH Advisors
Kansas
$149K
ITIM
1506
Indiana Trust & Investment Management
Indiana
$147K
EPIM
1507
Evelyn Partners Investment Management
$145K
HIMS
1508
Hager Investment Management Services
New Hampshire
$145K
TLA
1509
Tanglewood Legacy Advisors
Texas
$145K
TTWM
1510
TCV Trust & Wealth Management
Virginia
$143K
AA
1511
Addison Advisors
Vermont
$139K
SAM
1512
S.A. Mason
Michigan
$137K
FFL
1513
Financial Freedom LLC
Ohio
$135K
AA
1514
AlphaCentric Advisors
Puerto Rico
$128K
CFO
1515
CVA Family Office
Colorado
$128K
TH
1516
TCTC Holdings
Texas
$127K
FFA
1517
Frazier Financial Advisors
Ohio
$125K
BW
1518
Bravera Wealth
North Dakota
$119K
DMBA
1519
Deseret Mutual Benefit Administrators
Utah
$116K
TCA
1520
Trifecta Capital Advisors
Illinois
$116K
GSWM
1521
Golden State Wealth Management
California
$116K
WTA
1522
Washington Trust Advisors
Massachusetts
$115K
TWD
1523
True Wealth Design
Ohio
$115K
M
1524
MOTCO
Texas
$112K
CHC
1525
City Holding Co
West Virginia
$111K