TRV icon

Travelers Companies

1,770 hedge funds and large institutions have $52B invested in Travelers Companies in 2026 Q1 according to their latest regulatory filings, with 163 funds opening new positions, 645 increasing their positions, 631 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,770
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$98.8M
Puts
$77.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
601
Weiss Asset Management
Massachusetts
$1.82M
TPCW
602
TD Private Client Wealth
New York
$1.81M
AWA
603
Arkadios Wealth Advisors
Georgia
$1.81M
DWA
604
Douglass Winthrop Advisors
New York
$1.79M
EWM
605
Empirical Wealth Management
Washington
$1.79M
PWC
606
PYA Waltman Capital
Tennessee
$1.79M
Fayez Sarofim & Co
607
Fayez Sarofim & Co
Texas
$1.78M
SCP
608
Sivia Capital Partners
California
$1.78M
ATPW
609
Ashton Thomas Private Wealth
Arizona
$1.78M
GWP
610
Gen-Wealth Partners
Michigan
$1.77M
WA
611
WBH Advisory
Maryland
$1.77M
SWASL
612
Spartan Wealth Advisory Services LLC
Michigan
$1.76M
BWP
613
BSW Wealth Partners
Colorado
$1.76M
CC
614
Courier Capital
New York
$1.76M
MYIA
615
Mount Yale Investment Advisors
Colorado
$1.76M
APIM
616
Agate Pass Investment Management
Washington
$1.76M
VDI
617
Vaughan David Investments
Illinois
$1.75M
PF
618
Phoenix Financial
Israel
$1.75M
MSA
619
MUFG Securities Americas
New York
$1.75M
CFA
620
Churchill Financial Advisors
Kentucky
$1.74M
KCM
621
Kathmere Capital Management
Pennsylvania
$1.74M
KRSITF
622
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.74M
MYAM
623
Meiji Yasuda Asset Management
Japan
$1.72M
PA
624
Profund Advisors
Maryland
$1.72M
JFGIW
625
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.71M