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Travelers Companies

1,782 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, 649 increasing their positions, 637 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,782
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
LFAS
801
Level Four Advisory Services
Texas
$938K
WA
802
Wealth Alliance
New York
$935K
PE
803
PCM Encore
Colorado
$934K
SA
804
Strategic Advisors
New York
$932K
GFP
805
Gryphon Financial Partners
Ohio
$931K
RYIA
806
Roehl & Yi Investment Advisors
Oregon
$922K
LA
807
LVW Advisors
New York
$919K
PWMAG
808
Pinnacle Wealth Management Advisory Group
New Jersey
$918K
MW
809
Marble Wealth
Alabama
$917K
VA
810
VestGen Advisors
Illinois
$916K
MLM
811
Mount Lucas Management
Pennsylvania
$914K
EPW
812
Evolve Private Wealth
California
$910K
EFA
813
Evernest Financial Advisors
Indiana
$908K
FRA
814
Frank Rimerman Advisors
California
$907K
WBCM
815
Wilson & Boucher Capital Management
California
$901K
FCP
816
Fidelis Capital Partners
Florida
$893K
CAM
817
Chesapeake Asset Management
New York
$893K
CAMG
818
CWA Asset Management Group
Florida
$892K
TWIM
819
TIAA Wealth Investment Management
New York
$890K
CCA
820
Checchi Capital Advisers
California
$888K
PPWP
821
Premier Path Wealth Partners
New Jersey
$886K
CHAM
822
Clear Harbor Asset Management
Connecticut
$883K
MG
823
Mather Group
Illinois
$881K
PB
824
Pinnacle Bancorp
Nebraska
$877K
LAIC
825
Lederer & Associates Investment Counsel
California
$873K