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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
DCM
1701
Davis Capital Management
Florida
$10.4K
UFPG
1702
United Financial Planning Group
New York
$10.4K
HWA
1703
HHM Wealth Advisors
Tennessee
$10.2K
YAL
1704
Your Advocates Ltd
Texas
$10.2K
CAL
1705
Capital Analysts LLC
Pennsylvania
$10K
LB
1706
Legacy Bridge
Iowa
$9.28K
BHWM
1707
Bay Harbor Wealth Management
Maryland
$9.28K
TCM
1708
TD Capital Management
Tennessee
$8.88K
RF
1709
Rossby Financial
Florida
$8.7K
EPAM
1710
Evelyn Partners Asset Management
$8.41K
PG
1711
Proffitt & Goodson
Tennessee
$8.41K
JGCM
1712
Joseph Group Capital Management
Ohio
$8.41K
AAG
1713
Accordant Advisory Group
Maryland
$8.12K
KTC
1714
Kentucky Trust Company
Kentucky
$8.12K
LWM
1715
Lodestone Wealth Management
Washington
$8.12K
BCM
1716
Boreal Capital Management
Florida
$7.25K
RFG
1717
REAP Financial Group
Texas
$6.96K
SFS
1718
Sunrise Financial Services
Washington
$6.96K
IW
1719
Imprint Wealth
South Carolina
$6.67K
AIS
1720
Advocate Investing Services
Maryland
$6.38K
HBW
1721
Hazlett, Burt & Watson
West Virginia
$6K
BFS
1722
Bare Financial Services
Pennsylvania
$5.8K
ACM
1723
Anfield Capital Management
California
$5.51K
GWSA
1724
Global Wealth Strategies & Associates
Colorado
$5.28K
GG
1725
Gleason Group
Kentucky
$4.66K