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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 %
SLI
626
Sumitomo Life Insurance
Japan
$1.51M -$15.9K -60 -1%
TCOV
627
Trust Company of Vermont
Vermont
$1.5M +$51.6K +195 +4%
WA
628
Wealth Alliance
New York
$1.5M +$145K +549 +11%
FDP
629
Financiere des Professionnels
Quebec, Canada
$1.5M -$62.1K -235 -4%
VSQM
630
V-Square Quantitative Management
Illinois
$1.49M +$52.4K +198 +4%
MAS
631
Meeder Advisory Services
Ohio
$1.49M +$152K +575 +11%
KCM
632
Kathmere Capital Management
Pennsylvania
$1.48M +$250K +944 +20%
HWM
633
HighMark Wealth Management
Minnesota
$1.47M +$5.29K +20 +0.4%
PWC
634
PYA Waltman Capital
Tennessee
$1.47M +$17.7K +67 +1%
SW
635
SlateStone Wealth
Florida
$1.47M +$6.08K +23 +0.4%
LBC
636
Lowe Brockenbrough & Co
Virginia
$1.46M -$287K -1,086 -16%
AI
637
Arvest Investments
Arkansas
$1.46M -$20.9K -79 -1%
GWP
638
Gen-Wealth Partners
Michigan
$1.45M +$116K +437 +9%
IFWM
639
Institute for Wealth Management
Colorado
$1.45M -$28.8K -109 -2%
EWM
640
Elmwood Wealth Management
California
$1.44M -$87K -329 -6%
AC
641
Allstate Corporation
Illinois
$1.44M -$408K -1,543 -22%
Jones Financial Companies
642
Jones Financial Companies
Missouri
$1.43M +$287K +1,095 +25%
DWA
643
Douglass Winthrop Advisors
New York
$1.42M -$249K -942 -15%
BC
644
Bridgefront Capital
Texas
$1.41M +$936K +3,541 +197%
CIA
645
Concurrent Investment Advisors
Florida
$1.4M +$450K +1,703 +47%
HTC
646
Haverford Trust Company
Pennsylvania
$1.4M
NWAG
647
Net Worth Advisory Group
Utah
$1.4M -$28.6K -108 -2%
RC
648
Roundview Capital
New Jersey
$1.4M
PTC
649
Private Trust Company
Ohio
$1.4M +$17.2K +65 +1%
DAS
650
Dynamic Advisor Solutions
Arizona
$1.38M +$1.38M +5,232 New