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Travelers Companies

1,785 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, 650 increasing their positions, 639 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 163 | Existing positions closed: 114

27% more call options, than puts

Call options by funds: $98.8M | Put options by funds: $77.7M

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

2% more repeat investments, than reductions

Existing positions increased: 650 | Existing positions reduced: 639

1% more funds holding

Funds holding: 1,7691,785 (+16)

0.64% less ownership

Funds ownership: 83.15%82.51% (-0.64%)

3% less capital invested

Capital invested by funds: $53.8B → $52B (-$1.73B)

Holders
1,785
Holders Change
+16
Holders Change %
+0.9%
% of All Funds
21.99%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.16%
New
163
Increased
650
Reduced
639
Closed
114
Calls
$98.8M
Puts
$77.7M
Net Calls
+$21.1M
Net Calls Change
-$26.2M
Name Holding Trade Value Shares
Change
Change in
Stake
EB
851
Eastern Bank
Massachusetts
$817K -$14.9K -51 -2%
WA
852
Waddell & Associates
Tennessee
$809K +$309K +1,055 +61%
GVAG
853
Great Valley Advisor Group
Delaware
$802K -$17K -58 -2%
CTC
854
Central Trust Company
Missouri
$799K -$110K -375 -12%
NAM
855
NorthCrest Asset Manangement
Minnesota
$795K +$42.2K +144 +6%
BAM
856
Brave Asset Management
New Jersey
$790K
BTWM
857
Baker Tilly Wealth Management
Wisconsin
$790K -$16.7K -57 -2%
BEAM
858
Baker Ellis Asset Management
Washington
$788K -$14.6K -50 -2%
MA
859
MONECO Advisors
Connecticut
$784K -$1.47K -5 -0.2%
ABC
860
Associated Banc-Corp
Wisconsin
$783K -$1.17K -4 -0.1%
AWM
861
Aries Wealth Management
Maine
$775K
JSW
862
Journey Strategic Wealth
New Jersey
$774K +$199K +679 +34%
IPW
863
Inlet Private Wealth
Florida
$773K
PNC
864
Park National Corp
Ohio
$769K +$28.4K +97 +4%
FMI
865
Frec Markets Inc
California
$763K +$414K +1,413 +118%
GAM
866
Groupama Asset Management
France
$762K +$766K +2,614 New
WF
867
Welch & Forbes
Massachusetts
$762K
GWANC
868
Guardian Wealth Advisors (North Carolina)
North Carolina
$761K -$26.1K -89 -3%
EAM
869
Empirical Asset Management
Massachusetts
$758K +$761K +2,598 New
FNBSF
870
First National Bank Sioux Falls
South Dakota
$757K -$4.39K -15 -0.6%
LCWP
871
Legacy Capital Wealth Partners
Arkansas
$757K -$9.08K -31 -1%
DWM
872
Destination Wealth Management
California
$755K +$253K +864 +50%
AIM
873
Anchor Investment Management
South Carolina
$752K +$3.22K +11 +0.4%
GC
874
Grimes & Company
Massachusetts
$747K +$8.79K +30 +1%
SW
875
SkyOak Wealth
Michigan
$745K -$49.2K -168 -6%