TRV icon

Travelers Companies

1,744 hedge funds and large institutions have $53.7B invested in Travelers Companies in 2025 Q4 according to their latest regulatory filings, with 215 funds opening new positions, 624 increasing their positions, 576 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:

4% more capital invested

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

0.69% more ownership

Funds ownership: 82.29%82.98% (+0.69%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

Holders
1,744
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
CCA
1801
Catalyst Capital Advisors
New York
FLP
1802
Financial Life Planners
Arizona
AAS
1803
Ameritas Advisory Services
Nebraska
JWM
1804
JPL Wealth Management
Colorado
PP
1805
Pacifica Partners
Canada
MSG
1806
Main Street Group
Virginia
TCM
1807
TruNorth Capital Management
Michigan
FPB
1808
First PREMIER Bank
South Dakota
AT
1809
Arlington Trust
Alabama
PFA
1810
Pathway Financial Advisers
Indiana
RA
1811
Rise Advisors
New York
CIR
1812
Clear Investment Research
Georgia
GTAM
1813
Global Trust Asset Management
Florida
CWM
1814
Crowley Wealth Management
Delaware
OA
1815
Operose Advisors
Wisconsin
CCM
1816
Cloud Capital Management
Washington
MAS
1817
MPWM Advisory Solutions
Georgia
HHGA
1818
Halbert Hargrove Global Advisors
California
HFS
1819
Hopwood Financial Services
Virginia
JFG
1820
JDM Financial Group
Texas
MAM
1821
Marquette Asset Management
Minnesota
GFWA
1822
Grey Fox Wealth Advisors
Delaware
Simplex Trading
1823
Simplex Trading
Illinois
HWA
1824
Heartwood Wealth Advisors
Virginia
TFGT
1825
TS Financial Group (TSFG)
Illinois