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Travelers Companies

1,753 hedge funds and large institutions have $53.7B invested in Travelers Companies in 2025 Q4 according to their latest regulatory filings, with 220 funds opening new positions, 624 increasing their positions, 578 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: 578

4% more capital invested

Capital invested by funds: $51.8B → $53.7B (+$1.88B)

0.7% more ownership

Funds ownership: 82.29%82.99% (+0.7%)

Holders
1,753
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
CFFP
1676
Center for Financial Planning
Michigan
$13.1K
PWM
1677
Proathlete Wealth Management
Florida
$12.5K
ECA
1678
Elevated Capital Advisors
Utah
$12.2K
KFP
1679
Kerr Financial Planning
California
$12K
AW
1680
Avion Wealth
Texas
$12K
AIC
1681
Archer Investment Corporation
Indiana
$11.9K
MCA
1682
McGuire Capital Advisors
Oklahoma
$11.9K
CWIG
1683
Chung Wu Investment Group
Texas
$11.6K
DPW
1684
DiNuzzo Private Wealth
Pennsylvania
$11.3K
DWM
1685
Dogwood Wealth Management
Kansas
$11K
DCM
1686
Davis Capital Management
Florida
$10.4K
UFPG
1687
United Financial Planning Group
New York
$10.4K
HWA
1688
HHM Wealth Advisors
Tennessee
$10.2K
YAL
1689
Your Advocates Ltd
Texas
$10.2K
LB
1690
Legacy Bridge
Iowa
$9.28K
BHWM
1691
Bay Harbor Wealth Management
Maryland
$9.28K
TCM
1692
TD Capital Management
Tennessee
$8.88K
RF
1693
Rossby Financial
Florida
$8.7K
EPAM
1694
Evelyn Partners Asset Management
$8.41K
PG
1695
Proffitt & Goodson
Tennessee
$8.41K
JGCM
1696
Joseph Group Capital Management
Ohio
$8.41K
AAG
1697
Accordant Advisory Group
Maryland
$8.12K
KTC
1698
Kentucky Trust Company
Kentucky
$8.12K
LWM
1699
Lodestone Wealth Management
Washington
$8.12K
BCM
1700
Boreal Capital Management
Florida
$7.25K