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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
HAP
1601
Harbor Asset Planning
Massachusetts
$37.7K
OC
1602
Optima Capital
Oregon
$37.7K
CH
1603
CDKV Holdings
Colorado
$37.4K
EI
1604
eCIO Inc
Wisconsin
$36.8K
HFS
1605
Hughes Financial Services
Virginia
$36.5K
YP
1606
YANKCOM Partnership
South Dakota
$35.1K
NL
1607
Navalign LLC
California
$35.1K
WAG
1608
Wilkerson Advisory Group
Missouri
$34.8K
SWA
1609
SOA Wealth Advisors
New York
$34.7K
NWM
1610
Nova Wealth Management
Florida
$34.4K
NECFA
1611
New England Capital Financial Advisors
Connecticut
$31.9K
EF
1612
Entrust Financial
Pennsylvania
$31.4K
LIA
1613
Luken Investment Analytics
Tennessee
$31.3K
QWM
1614
Quaker Wealth Management
New Jersey
$29.9K
ETS
1615
ESL Trust Services
New York
$29K
LC
1616
Lavaca Capital
Texas
$29K
DWA
1617
Delos Wealth Advisors
Texas
$29K
GWS
1618
Greykasell Wealth Strategies
California
$29K
B
1619
Birchbrook
Maine
$29K
KBFS
1620
Kohmann Bosshard Financial Services
Ohio
$27.9K
OCM
1621
Osterweis Capital Management
California
$27.8K
AWM
1622
Abound Wealth Management
Tennessee
$26.9K
RTL
1623
Red Tortoise LLC
Georgia
$26.3K
MWM
1624
Mascoma Wealth Management
New Hampshire
$26.1K
KAS
1625
Kemnay Advisory Services
New York
$25.5K