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Travelers Companies

1,770 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, 645 increasing their positions, 631 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,770
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$98.8M
Puts
$77.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWPCG
901
Measured Wealth Private Client Group
New Hampshire
$680K
SPS
902
Susquehanna Portfolio Strategies
Pennsylvania
$680K
HWMO
903
Heritage Wealth Management (Ohio)
Ohio
$680K
WFA
904
WJ Financial Advisors
Connecticut
$676K
LI
905
LMCG Investments
Massachusetts
$675K
FRM
906
Foundation Resource Management
Arkansas
$675K
HA
907
Hamel Associates
New Jersey
$675K
MBTD
908
Mechanics Bank - Trust Department
California
$671K
FGA
909
Fortis Group Advisors
New Jersey
$670K
AWM
910
Aprio Wealth Management
Georgia
$660K
OCA
911
OpenArc Corporate Advisory
Georgia
$659K
SIG
912
Sky Investment Group
Connecticut
$659K
BA
913
Bridgewater Advisors
New York
$656K
ICP
914
Interchange Capital Partners
Pennsylvania
$653K
WT
915
WHI Trust
Illinois
$648K
SGCA
916
Steel Grove Capital Advisors
Tennessee
$648K
WCM
917
Weik Capital Management
Pennsylvania
$648K
SVWAG
918
Sound View Wealth Advisors Group
Georgia
$647K
KFGK
919
Keystone Financial Group (Kentucky)
Kentucky
$645K
WJWM
920
Williams Jones Wealth Management
New York
$639K
FISPB
921
Fideuram - Intesa Sanpaolo Private Banking
$638K
CSB
922
City State Bank
Iowa
$638K
SOW
923
State of Wyoming
Wyoming
$637K
LFG
924
Larson Financial Group
Missouri
$637K
BT
925
Banque Transatlantique
France
$635K