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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 %
SIG
876
Sky Investment Group
Connecticut
$606K
FRM
877
Foundation Resource Management
Arkansas
$605K -$93.6K -354 -13%
LIM
878
Leavell Investment Management
Alabama
$601K -$6.35K -24 -1%
SOW
879
State of Wyoming
Wyoming
$600K +$200K +756 +50%
CSB
880
City State Bank
Iowa
$599K
SC
881
SouthState Corp
Florida
$599K +$16.9K +64 +3%
CI
882
Cigna Investments
Connecticut
$598K -$13.7K -52 -2%
WCM
883
Weik Capital Management
Pennsylvania
$591K -$163K -615 -22%
BWM
884
Baron Wealth Management
Michigan
$588K +$141K +532 +31%
MADFP
885
Michael A Dubis Financial Planning
Wisconsin
$588K
OCG
886
Opus Capital Group
Ohio
$587K -$21.4K -81 -4%
SGCA
887
Steel Grove Capital Advisors
Tennessee
$586K
MWM
888
Modera Wealth Management
New Jersey
$584K -$47.1K -178 -7%
APP
889
Avantax Planning Partners
Iowa
$577K -$14.5K -55 -2%
CC
890
Centiva Capital
New York
$572K -$304K -1,151 -35%
WJWM
891
Williams Jones Wealth Management
New York
$572K
AIP
892
Ameritas Investment Partners
Nebraska
$571K -$146K -552 -20%
RWA
893
River Wealth Advisors
Pennsylvania
$571K -$26.4K -100 -4%
AWM
894
AE Wealth Management
Kansas
$571K +$191K +721 +50%
SCTC
895
Sanibel Captiva Trust Company
Florida
$571K -$10K -38 -2%
CF
896
Centaurus Financial
California
$566K -$79.9K -302 -12%
MG
897
Mather Group
Illinois
$561K +$42.9K +162 +8%
KFGK
898
Keystone Financial Group (Kentucky)
Kentucky
$561K +$793 +3 +0.1%
LA
899
Lifeworks Advisors
Michigan
$556K -$529 -2 -0.1%
GCP
900
GSA Capital Partners
United Kingdom
$555K -$195K -736 -26%