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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
RWP
1801
Ridgecrest Wealth Partners
California
WAM
1802
Worth Asset Management
Texas
FBC
1803
Fairfield, Bush & Co
Connecticut
VBA
1804
von Borstel & Associates
Oregon
SC
1805
Sapient Capital
Indiana
HFS
1806
Heritage Financial Services
Massachusetts
FMB
1807
Field & Main Bank
Kentucky
LPAM
1808
Lodestar Private Asset Management
California
NC
1809
North Capital
Utah
CCA
1810
Catalyst Capital Advisors
New York
FLP
1811
Financial Life Planners
Arizona
AAS
1812
Ameritas Advisory Services
Nebraska
JWM
1813
JPL Wealth Management
Colorado
PP
1814
Pacifica Partners
Canada
MSG
1815
Main Street Group
Virginia
TCM
1816
TruNorth Capital Management
Michigan
FPB
1817
First PREMIER Bank
South Dakota
AT
1818
Arlington Trust
Alabama
PFA
1819
Pathway Financial Advisers
Indiana
RA
1820
Rise Advisors
New York
CIR
1821
Clear Investment Research
Georgia
GTAM
1822
Global Trust Asset Management
Florida
CWM
1823
Crowley Wealth Management
Delaware
OA
1824
Operose Advisors
Wisconsin
CCM
1825
Cloud Capital Management
Washington