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Travelers Companies

1,732 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
1,732
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
RWM
1651
RMG Wealth Management
Wisconsin
$14.2K
CT
1652
Clearstead Trust
Maine
$13.3K
RWM
1653
Rialto Wealth Management
New York
$13.3K
CWM
1654
Cranbrook Wealth Management
Michigan
$13.3K
NEWAS
1655
N.E.W. Advisory Services
Wisconsin
$13.3K
MTIC
1656
Missouri Trust & Investment Company
Missouri
$13.1K
CFFP
1657
Center for Financial Planning
Michigan
$13.1K
PWM
1658
Proathlete Wealth Management
Florida
$12.5K
ECA
1659
Elevated Capital Advisors
Utah
$12.2K
KFP
1660
Kerr Financial Planning
California
$12K
AW
1661
Avion Wealth
Texas
$12K
AIC
1662
Archer Investment Corporation
Indiana
$11.9K
MCA
1663
McGuire Capital Advisors
Oklahoma
$11.9K
CWIG
1664
Chung Wu Investment Group
Texas
$11.6K
DPW
1665
DiNuzzo Private Wealth
Pennsylvania
$11.3K
DWM
1666
Dogwood Wealth Management
Kansas
$11K
DCM
1667
Davis Capital Management
Florida
$10.4K
UFPG
1668
United Financial Planning Group
New York
$10.4K
HWA
1669
HHM Wealth Advisors
Tennessee
$10.2K
YAL
1670
Your Advocates Ltd
Texas
$10.2K
LB
1671
Legacy Bridge
Iowa
$9.28K
BHWM
1672
Bay Harbor Wealth Management
Maryland
$9.28K
RF
1673
Rossby Financial
Florida
$8.7K
EPAM
1674
Evelyn Partners Asset Management
$8.41K
PG
1675
Proffitt & Goodson
Tennessee
$8.41K