TRV icon

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
PWMG
1551
Private Wealth Management Group
New Jersey
$59.5K
RFA
1552
Reyes Financial Architecture
California
$59.5K
BWL
1553
Bogart Wealth LLC
Virginia
$59.2K
KFAS
1554
Keating Financial Advisory Services
Kansas
$59.2K
TSMHT
1555
Thurston Springer Miller Herd & Titak
Indiana
$58.6K
KOCAA
1556
Knights of Columbus Asset Advisors
Connecticut
$58K
PW
1557
Pandora Wealth
Illinois
$58K
ME
1558
McIlrath & Eck
Washington
$58K
VC
1559
Vestor Capital
Illinois
$58K
AFC
1560
Ares Financial Consulting
California
$56.5K
SIS
1561
Sound Income Strategies
Florida
$55.1K
WWA
1562
Wealth Watch Advisors
Colorado
$54K
API
1563
Asset Planning Inc
California
$53.3K
CPG
1564
Cornerstone Planning Group
New Jersey
$52.2K
KSB
1565
Kennebec Savings Bank
Maine
$51.9K
TFA
1566
Toth Financial Advisory
Virginia
$51.6K
SIC
1567
SJS Investment Consulting
Ohio
$50.8K
TC
1568
Trust Company
Kansas
$49.9K
OAJ
1569
Ogorek Anthony Joseph
New York
$49K
GKIM
1570
GW&K Investment Management
Massachusetts
$48K
FDW
1571
Fourth Dimension Wealth
Ohio
$47.9K
PPC
1572
Park Place Capital
Alabama
$47K
HPWM
1573
High Point Wealth Management
New Jersey
$46.9K
YDMI
1574
Y.D. More Investments
Israel
$46.7K
CTA
1575
Colonial Trust Advisors
South Carolina
$46.4K