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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 %
CDDEC
901
Caisse Des Depots Et Consignations
France
$553K
MWPCG
902
Measured Wealth Private Client Group
New Hampshire
$551K +$174K +658 +46%
LNB
903
Ledyard National Bank
$550K +$1.32K +5 +0.2%
IAIM
904
International Assets Investment Management
Florida
$549K +$8.99K +34 +2%
QWP
905
Quotient Wealth Partners
Texas
$548K -$118K -446 -18%
PCIA
906
Prime Capital Investment Advisors
Kansas
$546K +$94.1K +356 +21%
DI
907
Diligent Investors
California
$544K
TCBWMS
908
Texas Capital Bank Wealth Management Services
Texas
$544K +$544K +2,055 New
CPIG
909
Chicago Partners Investment Group
Illinois
$541K +$22K +82 +4%
SWP
910
Sagespring Wealth Partners
Tennessee
$540K +$143K +542 +36%
SIA
911
Schechter Investment Advisors
Michigan
$539K +$32K +121 +6%
SFS
912
Sowell Financial Services
Arkansas
$538K +$538K +2,034 New
TCM
913
Tradewinds Capital Management
Washington
$537K
MSFP
914
Mark Sheptoff Financial Planning
Connecticut
$533K
BAM
915
Blueshift Asset Management
New Jersey
$533K +$62.4K +236 +13%
PMWMG
916
Parr McKnight Wealth Management Group
Minnesota
$532K
WAM
917
WFA Asset Management
Wisconsin
$531K -$9.9K -43 -2%
IAN
918
Integrated Advisors Network
Texas
$529K -$5.82K -22 -1%
AAF
919
Andra AP-fonden
Sweden
$529K -$767K -2,900 -59%
PMSA
920
Patrick M. Sweeney & Associates
Illinois
$528K +$5.55K +21 +1%
BCA
921
Bay Colony Advisors
Massachusetts
$527K -$30.6K -117 -5%
CL
922
CSS LLC
Illinois
$526K +$55.5K +210 +12%
DWM
923
Defined Wealth Management
Oregon
$525K
BHPW
924
Beverly Hills Private Wealth
California
$525K -$162K -611 -24%
BWM
925
Brown Wealth Management
Illinois
$524K +$524K +1,982 New