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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 %
JWM
851
Jeppson Wealth Management
California
$659K
WCWM
852
Wooster Corthell Wealth Management
Connecticut
$655K +$3.97K +15 +0.6%
ESB
853
Essex Savings Bank
Connecticut
$655K -$6.35K -24 -1%
ICP
854
Interchange Capital Partners
Pennsylvania
$653K +$31.2K +118 +5%
SWM
855
Spire Wealth Management
Virginia
$649K -$6.25M -23,624 -91%
WS
856
Wedbush Securities
California
$642K -$36.2K -137 -5%
IA
857
Integrity Alliance
Iowa
$637K +$637K +2,407 New
NPT
858
Nixon Peabody Trust
Massachusetts
$636K -$151K -572 -19%
NWM
859
Northcape Wealth Management
New York
$635K
CIA
860
Capital Investment Advisors
Georgia
$633K +$234K +885 +59%
Legacy Financial Group (Iowa)
861
Legacy Financial Group (Iowa)
Iowa
$631K -$57.6K -218 -8%
AIM
862
Alhambra Investment Management
Florida
$629K -$3.97K -15 -0.6%
OTL
863
Oak Thistle LLC
New York
$629K +$629K +2,379 New
HCA
864
Harbour Capital Advisors
Virginia
$629K
SWM
865
Salvus Wealth Management
New Jersey
$627K +$5.29K +20 +0.9%
CAMG
866
CWA Asset Management Group
Florida
$625K -$1.32K -5 -0.2%
VA
867
Vident Advisory
Georgia
$624K -$909K -3,436 -59%
CAM
868
Cidel Asset Management
Ontario, Canada
$622K -$62.1K -235 -9%
DO
869
denkapparat Operations
Germany
$621K +$621K +2,348 New
TWA
870
TCI Wealth Advisors
Arizona
$619K +$3.17K +12 +0.5%
1IA
871
1620 Investment Advisors
Massachusetts
$618K +$18K +68 +3%
HWMO
872
Heritage Wealth Management (Ohio)
Ohio
$616K
MA
873
MONECO Advisors
Connecticut
$615K +$91K +344 +17%
LI
874
LMCG Investments
Massachusetts
$612K
MLL
875
Moody Lynn & Lieberson
Massachusetts
$607K +$1.85K +7 +0.3%