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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
MW
1601
Merited Wealth
Florida
$43.2K
SVWA
1602
Sarver Vrooman Wealth Advisors
Missouri
$42.1K
TAM
1603
Tucker Asset Management
Colorado
$41.5K
CFG
1604
Clayton Financial Group
Missouri
$40.9K
FFO
1605
Fortitude Family Office
Arizona
$40.9K
ANBT
1606
American National Bank & Trust
Texas
$40.9K
CMA
1607
Cedar Mountain Advisors
Oregon
$40.6K
BFPW
1608
BOK Financial Private Wealth
Colorado
$40.3K
LWANC
1609
Laurel Wealth Advisors (North Carolina)
North Carolina
$40K
MEG
1610
Millstone Evans Group
Colorado
$38.6K
HAP
1611
Harbor Asset Planning
Massachusetts
$37.7K
OC
1612
Optima Capital
Oregon
$37.7K
CH
1613
CDKV Holdings
Colorado
$37.4K
EI
1614
eCIO Inc
Wisconsin
$36.8K
HFS
1615
Hughes Financial Services
Virginia
$36.5K
YP
1616
YANKCOM Partnership
South Dakota
$35.1K
NL
1617
Navalign LLC
California
$35.1K
NSG
1618
Nalls Sherbakoff Group
Tennessee
$34.8K
WAG
1619
Wilkerson Advisory Group
Missouri
$34.8K
SWA
1620
SOA Wealth Advisors
New York
$34.7K
NWM
1621
Nova Wealth Management
Florida
$34.4K
NECFA
1622
New England Capital Financial Advisors
Connecticut
$31.9K
EF
1623
Entrust Financial
Pennsylvania
$31.4K
LIA
1624
Luken Investment Analytics
Tennessee
$31.3K
QWM
1625
Quaker Wealth Management
New Jersey
$29.9K