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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
FDW
1601
Fourth Dimension Wealth
Ohio
$47.9K
PPC
1602
Park Place Capital
Alabama
$47K
HPWM
1603
High Point Wealth Management
New Jersey
$46.9K
YDMI
1604
Y.D. More Investments
Israel
$46.7K
CTA
1605
Colonial Trust Advisors
South Carolina
$46.4K
AP
1606
Atwood & Palmer
Missouri
$43.5K
GJIA
1607
Glass Jacobson Investment Advisors
Maryland
$43.5K
WSCM
1608
Wellington Shields Capital Management
New York
$43.5K
ACA
1609
American Capital Advisory
Idaho
$43.5K
WA
1610
Walsh & Associates
Florida
$43.5K
DSC
1611
Duncker Streett & Co
Missouri
$43.3K
MW
1612
Merited Wealth
Florida
$43.2K
SVWA
1613
Sarver Vrooman Wealth Advisors
Missouri
$42.1K
TAM
1614
Tucker Asset Management
Colorado
$41.5K
CFG
1615
Clayton Financial Group
Missouri
$40.9K
FFO
1616
Fortitude Family Office
Arizona
$40.9K
ANBT
1617
American National Bank & Trust
Texas
$40.9K
CMA
1618
Cedar Mountain Advisors
Oregon
$40.6K
BFPW
1619
BOK Financial Private Wealth
Colorado
$40.3K
LWANC
1620
Laurel Wealth Advisors (North Carolina)
North Carolina
$40K
MEG
1621
Millstone Evans Group
Colorado
$38.6K
HAP
1622
Harbor Asset Planning
Massachusetts
$37.7K
OC
1623
Optima Capital
Oregon
$37.7K
CH
1624
CDKV Holdings
Colorado
$37.4K
EI
1625
eCIO Inc
Wisconsin
$36.8K