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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
CCA
1826
Catalyst Capital Advisors
New York
FLP
1827
Financial Life Planners
Arizona
AAS
1828
Ameritas Advisory Services
Nebraska
JWM
1829
JPL Wealth Management
Colorado
PP
1830
Pacifica Partners
Canada
MSG
1831
Main Street Group
Virginia
TCM
1832
TruNorth Capital Management
Michigan
FPB
1833
First PREMIER Bank
South Dakota
AT
1834
Arlington Trust
Alabama
PFA
1835
Pathway Financial Advisers
Indiana
RA
1836
Rise Advisors
New York
CIR
1837
Clear Investment Research
Georgia
GTAM
1838
Global Trust Asset Management
Florida
CWM
1839
Crowley Wealth Management
Delaware
OA
1840
Operose Advisors
Wisconsin
CCM
1841
Cloud Capital Management
Washington
MAS
1842
MPWM Advisory Solutions
Georgia
HHGA
1843
Halbert Hargrove Global Advisors
California
HFS
1844
Hopwood Financial Services
Virginia
JFG
1845
JDM Financial Group
Texas
MAM
1846
Marquette Asset Management
Minnesota
GFWA
1847
Grey Fox Wealth Advisors
Delaware
SWP
1848
SIMA Wealth Partners
Virginia
Simplex Trading
1849
Simplex Trading
Illinois
HWA
1850
Heartwood Wealth Advisors
Virginia