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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
HFS
1626
Hughes Financial Services
Virginia
$36.5K
VR
1627
Vision Retirement
New Jersey
$36.3K
YP
1628
YANKCOM Partnership
South Dakota
$35.1K
NL
1629
Navalign LLC
California
$35.1K
NSG
1630
Nalls Sherbakoff Group
Tennessee
$34.8K
WAG
1631
Wilkerson Advisory Group
Missouri
$34.8K
SWA
1632
SOA Wealth Advisors
New York
$34.7K
NWM
1633
Nova Wealth Management
Florida
$34.4K
NECFA
1634
New England Capital Financial Advisors
Connecticut
$31.9K
EF
1635
Entrust Financial
Pennsylvania
$31.4K
LIA
1636
Luken Investment Analytics
Tennessee
$31.3K
QWM
1637
Quaker Wealth Management
New Jersey
$29.9K
ETS
1638
ESL Trust Services
New York
$29K
B
1639
Birchbrook
Maine
$29K
DWA
1640
Delos Wealth Advisors
Texas
$29K
GWS
1641
Greykasell Wealth Strategies
California
$29K
LC
1642
Lavaca Capital
Texas
$29K
KBFS
1643
Kohmann Bosshard Financial Services
Ohio
$27.9K
OCM
1644
Osterweis Capital Management
California
$27.8K
AWM
1645
Abound Wealth Management
Tennessee
$26.9K
RTL
1646
Red Tortoise LLC
Georgia
$26.3K
MWM
1647
Mascoma Wealth Management
New Hampshire
$26.1K
KAS
1648
Kemnay Advisory Services
New York
$25.5K
FMP
1649
Financial Management Professionals
Texas
$25.2K
SC
1650
Solstein Capital
California
$23.5K