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Travelers Companies
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Overview Fund Activity

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

Top Buyers

1
BlackRock
BlackRock
New York
+$254M
2
First Trust Advisors
First Trust Advisors
Illinois
+$226M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$222M
4
BG
Bahl & Gaynor
Ohio
+$130M
5
Goldman Sachs
Goldman Sachs
New York
+$103M

Top Sellers

1
UBS AM
UBS AM
Illinois
-$559M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$217M
3
Nordea Investment Management
Nordea Investment Management
Sweden
-$166M
4
Viking Global Investors
Viking Global Investors
Connecticut
-$162M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$141M
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
751
PFG Investments
New York
$923K -$23K -87 -2%
PWMAG
752
Pinnacle Wealth Management Advisory Group
New Jersey
$913K +$9.79K +37 +1%
LFG
753
Larson Financial Group
Missouri
$910K +$390K +1,474 +75%
NP
754
NorthRock Partners
Minnesota
$892K +$50K +189 +6%
JWBC
755
J.W. Burns & Co
New York
$892K -$13.2K -50 -1%
FRA
756
Frank Rimerman Advisors
California
$891K +$104K +395 +13%
SA
757
Strategic Advisors
New York
$888K +$22K +83 +3%
LAIC
758
Lederer & Associates Investment Counsel
California
$888K -$4.5K -17 -0.5%
TWM
759
Tradition Wealth Management
Minnesota
$887K +$7.93K +30 +0.9%
PCM
760
Penserra Capital Management
California
$887K +$155K +588 +21%
EAM
761
Empirical Asset Management
Massachusetts
$883K -$3.36M -12,702 -79%
MPPW
762
Mitchell & Pahl Private Wealth
Oklahoma
$879K -$6.35K -24 -0.7%
MDA
763
Minot DeBlois Advisors
Massachusetts
$874K -$46.6K -176 -5%
SC
764
Searle & Co
Connecticut
$874K – – –
SDJVC
765
St. Denis J. Villere & Co
Louisiana
$874K – – –
ACI
766
Alpha Cubed Investments
California
$870K +$580K +2,194 +200%
PB
767
Pinnacle Bancorp
Nebraska
$864K -$13.2K -50 -2%
AAM
768
AR Asset Management
California
$863K – – –
RMDI
769
R.M. Davis Inc
Maine
$862K -$529 -2 -0.1%
SW
770
SVB Wealth
Massachusetts
$862K -$130K -490 -13%
MWM
771
Mission Wealth Management
California
$862K -$32.8K -124 -4%
LCM
772
LVM Capital Management
Michigan
$860K -$1.32K -5 -0.2%
SIA
773
Soltis Investment Advisors
Utah
$852K -$3.97K -15 -0.5%
SRL
774
Scientech Research LLC
New Jersey
$850K -$30.9K -117 -4%
AFG
775
Atomi Financial Group
New York
$845K +$109K +411 +15%
29 30
31
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