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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 %
IAS
826
Insigneo Advisory Services
Florida
$699K -$14.3K -54 -2%
WF
827
Welch & Forbes
Massachusetts
$693K -$1.06K -4 -0.2%
TAM
828
Trust Asset Management
Texas
$693K -$17.2K -65 -2%
OFS
829
Orrstown Financial Services
Pennsylvania
$691K +$5.82K +22 +0.8%
MF
830
Magnetar Financial
Illinois
$690K +$690K +2,609 New
STCOSD
831
Sageworth Trust Company of South Dakota
South Dakota
$689K
GC
832
Grimes & Company
Massachusetts
$688K +$15.9K +60 +2%
SVWAG
833
Sound View Wealth Advisors Group
Georgia
$687K -$80.4K -304 -10%
JAG
834
Journey Advisory Group
Kentucky
$686K -$110K -415 -14%
IPW
835
Inlet Private Wealth
Florida
$685K
QCIG
836
Quad-Cities Investment Group
Iowa
$684K +$44.2K +167 +7%
BTW
837
Boston Trust Walden
Massachusetts
$684K
FSA
838
Franklin Street Advisors
North Carolina
$682K
SQA
839
Simon Quick Advisors
New Jersey
$680K +$270K +1,019 +66%
SFS
840
Stiles Financial Services
Minnesota
$679K -$8.46K -32 -1%
Empower Advisory Group
841
Empower Advisory Group
Colorado
$678K -$8.99K -34 -1%
FNBSF
842
First National Bank Sioux Falls
South Dakota
$673K -$793 -3 -0.1%
PNC
843
Park National Corp
Ohio
$672K -$109K -413 -14%
BFO
844
Biltmore Family Office
North Carolina
$670K +$450K +1,700 +204%
TVM
845
True Vision MN
Minnesota
$670K -$64.8K -245 -9%
SWP
846
Stratos Wealth Partners
Ohio
$665K -$76.7K -290 -10%
TCA
847
Transcend Capital Advisors
New Jersey
$665K +$34.6K +131 +5%
HIP
848
HUB Investment Partners
Texas
$663K +$167K +633 +34%
BIA
849
Beacon Investment Advisors
Maryland
$663K +$1.32K +5 +0.2%
FB
850
Finward Bancorp
Indiana
$661K