TRV icon

Travelers Companies

1,756 hedge funds and large institutions have $53.7B invested in Travelers Companies in 2025 Q4 according to their latest regulatory filings, with 221 funds opening new positions, 624 increasing their positions, 579 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: 579

4% more capital invested

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

0.7% more ownership

Funds ownership: 82.31%83.01% (+0.7%)

Holders
1,756
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
AAG
1701
Accordant Advisory Group
Maryland
$8.12K
LWM
1702
Lodestone Wealth Management
Washington
$8.12K
BCM
1703
Boreal Capital Management
Florida
$7.25K
SFS
1704
Sunrise Financial Services
Washington
$6.96K
RFG
1705
REAP Financial Group
Texas
$6.96K
IW
1706
Imprint Wealth
South Carolina
$6.67K
AIS
1707
Advocate Investing Services
Maryland
$6.38K
HBW
1708
Hazlett, Burt & Watson
West Virginia
$6K
BFS
1709
Bare Financial Services
Pennsylvania
$5.8K
ACM
1710
Anfield Capital Management
California
$5.51K
GWSA
1711
Global Wealth Strategies & Associates
Colorado
$5.28K
GG
1712
Gleason Group
Kentucky
$4.66K
PWA
1713
Principia Wealth Advisory
Texas
$4.64K
RWA
1714
Redmont Wealth Advisors
Illinois
$4.35K
MCM
1715
MidAtlantic Capital Management
Virginia
$4.35K
GWM
1716
Greenline Wealth Management
Florida
$4.35K
CWP
1717
Clark Wealth Partners
Illinois
$4.06K
TFM
1718
TFC Financial Management
Massachusetts
$4.06K
CAL
1719
Capital Analysts LLC
Pennsylvania
$4K
EWM
1720
Evolution Wealth Management
Florida
$3.77K
HIA
1721
HFM Investment Advisors
New Jersey
$3.48K
SRCM
1722
Signature Resources Capital Management
California
$3.48K
Walleye Trading
1723
Walleye Trading
New York
$3.19K
EWP
1724
Elevation Wealth Partners
California
$3.19K
PS
1725
PayPay Securities
Japan
$3.19K