We are live on ! Find out more
TRV icon

Travelers Companies

1,784 hedge funds and large institutions have $52B invested in Travelers Companies in 2026 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 650 increasing their positions, 639 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,784
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
AIM
901
Advyzon Investment Management
Illinois
$698K
JWM
902
Jeppson Wealth Management
California
$691K
IP
903
Indivisible Partners
Florida
$686K
1IA
904
1620 Investment Advisors
Massachusetts
$684K
SF
905
Summit Financial
New Jersey
$682K
MWPCG
906
Measured Wealth Private Client Group
New Hampshire
$680K
SPS
907
Susquehanna Portfolio Strategies
Pennsylvania
$680K
HWMO
908
Heritage Wealth Management (Ohio)
Ohio
$680K
WFA
909
WJ Financial Advisors
Connecticut
$676K
FRM
910
Foundation Resource Management
Arkansas
$675K
LI
911
LMCG Investments
Massachusetts
$675K
HA
912
Hamel Associates
New Jersey
$675K
MBTD
913
Mechanics Bank - Trust Department
California
$671K
FGA
914
Fortis Group Advisors
New Jersey
$670K
AWM
915
Aprio Wealth Management
Georgia
$660K
OCA
916
OpenArc Corporate Advisory
Georgia
$659K
SIG
917
Sky Investment Group
Connecticut
$659K
BA
918
Bridgewater Advisors
New York
$656K
ICP
919
Interchange Capital Partners
Pennsylvania
$653K
WT
920
WHI Trust
Illinois
$648K
SGCA
921
Steel Grove Capital Advisors
Tennessee
$648K
WCM
922
Weik Capital Management
Pennsylvania
$648K
SVWAG
923
Sound View Wealth Advisors Group
Georgia
$647K
KFGK
924
Keystone Financial Group (Kentucky)
Kentucky
$645K
WJWM
925
Williams Jones Wealth Management
New York
$639K