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Travelers Companies

1,612 hedge funds and large institutions have $48.9B invested in Travelers Companies in 2025 Q1 according to their latest regulatory filings, with 174 funds opening new positions, 530 increasing their positions, 606 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,612
Holders Change
+51
Holders Change %
+3.27%
% of All Funds
21.9%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.26%
New
174
Increased
530
Reduced
606
Closed
95
Calls
$189M
Puts
$161M
Net Calls
+$28.6M
Net Calls Change
+$20.9M
Name Holding Trade Value Shares
Change
Shares
Change %
CIA
551
Choate Investment Advisors
Massachusetts
$2.09M +$5.55K +21 +0.3%
AA
552
Ancora Advisors
Ohio
$2.09M +$2.38K +9 +0.1%
FFWA
553
FRG Family Wealth Advisors
Washington
$2.09M
NGA
554
Naples Global Advisors
Florida
$2.06M -$56.9K -215 -3%
EWA
555
EP Wealth Advisors
California
$2.04M +$49.5K +187 +2%
Fayez Sarofim & Co
556
Fayez Sarofim & Co
Texas
$2.03M
CSP
557
Cary Street Partners
Virginia
$2.03M -$119K -450 -6%
MMPW
558
Mitchell McLeod Pugh & Williams
Alabama
$2.01M +$1.32K +5 +0.1%
BMC
559
Benin Management Corp
Connecticut
$1.99M +$6.61K +25 +0.3%
GS
560
GWN Securities
Florida
$1.96M +$1.71M +6,512 +686%
WA
561
WBH Advisory
Maryland
$1.96M -$93.6K -354 -5%
VVP
562
Venture Visionary Partners
Ohio
$1.95M +$74.1K +280 +4%
PA
563
Profund Advisors
Maryland
$1.94M -$47.9K -181 -2%
SSWM
564
Smith Salley Wealth Management
North Carolina
$1.94M +$11.6K +44 +0.6%
O
565
Ossiam
France
$1.92M -$27.6M -104,490 -94%
NMIMC
566
Northwestern Mutual Investment Management Company
Wisconsin
$1.91M +$1.06K +4 +0.1%
Fidelity International
567
Fidelity International
Bermuda
$1.91M +$369K +1,395 +24%
EFS
568
Essex Financial Services
Connecticut
$1.9M -$64.8K -245 -3%
MOS
569
MGO One Seven
Ohio
$1.89M -$217K -822 -10%
CWS
570
Confluence Wealth Services
Pennsylvania
$1.89M +$1.79M +18,754 +1,807%
CWP
571
Concord Wealth Partners
Virginia
$1.88M +$72.2K +273 +4%
IWC
572
Integrated Wealth Concepts
Massachusetts
$1.88M +$78.5K +297 +4%
BF
573
BOK Financial
Oklahoma
$1.87M -$18.2K -69 -1%
SDIC
574
South Dakota Investment Council
South Dakota
$1.86M
GFA
575
Gifford Fong Associates
California
$1.85M