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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 %
JC
726
JB Capital
Connecticut
$1.01M -$1.32K -5 -0.1%
BFS
727
Bard Financial Services
Connecticut
$998K
HNW
728
High Note Wealth
Minnesota
$995K -$529 -2 -0.1%
NFSG
729
Newbridge Financial Services Group
Florida
$994K -$45K -170 -4%
ST
730
Smithfield Trust
Pennsylvania
$990K
BJL
731
Brighton Jones LLC
Washington
$990K +$123K +465 +14%
KCM
732
Kanawha Capital Management
Virginia
$983K
AAM
733
Aureus Asset Management
Massachusetts
$982K -$79.3K -300 -7%
1NWS
734
1 North Wealth Services
Maryland
$979K -$45.2K -171 -4%
LTAS
735
Linden Thomas Advisory Services
North Carolina
$975K +$76.7K +290 +9%
RIL
736
Rothschild Investment LLC
Illinois
$968K +$6.61K +25 +0.7%
FFA
737
Farther Finance Advisors
California
$966K +$278K +1,049 +40%
LCWP
738
Legacy Capital Wealth Partners
Arkansas
$959K -$16.1K -61 -2%
EH
739
Equitable Holdings
New York
$959K +$41.8K +158 +5%
AWM
740
Aries Wealth Management
Maine
$957K +$1.06K +4 +0.1%
BB
741
Burford Brothers
Texas
$955K +$955K +3,613 New
CTC
742
Central Trust Company
Missouri
$952K -$65.6K -248 -6%
MCC
743
Money Concepts Capital
Florida
$950K -$77.2K -292 -8%
AWM
744
Apollon Wealth Management
South Carolina
$948K +$77.2K +292 +9%
WANY
745
Wealthspire Advisors (New York)
New York
$946K +$21.2K +80 +2%
AAIS
746
ABN AMRO Investment Solutions
$943K -$65.6K -248 -7%
USB
747
Union Savings Bank
Connecticut
$939K -$262K -991 -22%
BWAM
748
Boyd Watterson Asset Management
Ohio
$936K
ACM
749
Aljian Capital Management
Nevada
$928K +$1.85K +7 +0.2%
MC
750
Machina Capital
France
$925K +$925K +3,498 New