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Travelers Companies

1,782 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, 649 increasing their positions, 637 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,782
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
CPA
951
Capital Performance Advisors
California
$593K
PP
952
PDS Planning
Ohio
$592K
DWM
953
Defined Wealth Management
Oregon
$589K
BPC
954
Bearing Point Capital
Minnesota
$589K
SFO
955
Stokes Family Office
Louisiana
$588K
DWM
956
Drive Wealth Management
Utah
$588K
PMSA
957
Patrick M. Sweeney & Associates
Illinois
$588K
PMWMG
958
Parr McKnight Wealth Management Group
Minnesota
$587K
MC
959
Machina Capital
France
$586K
FB
960
Finward Bancorp
Indiana
$583K
BWM
961
Brown Wealth Management
Illinois
$582K
MSFP
962
Mark Sheptoff Financial Planning
Connecticut
$580K
BMCM
963
Burns Matteson Capital Management
New York
$579K
FTC
964
Farmers Trust Company
Ohio
$578K
PJSIMP
965
P.J. Schmidt Investment Management (PJS)
Wisconsin
$577K
BBA
966
Baader Bank Aktiengesellschaft
Germany
$576K
AAM
967
Aureus Asset Management
Massachusetts
$575K
MA
968
Mutual Advisors
Nebraska
$575K
SC
969
SummitTX Capital
Texas
$572K
PWP
970
Ponta Wealth Partners
Florida
$571K
APP
971
Avantax Planning Partners
Iowa
$569K
LIM
972
Leavell Investment Management
Alabama
$568K
CPBTD
973
Central Pacific Bank - Trust Division
Hawaii
$567K
AIP
974
Ameritas Investment Partners
Nebraska
$566K
ST
975
Spinnaker Trust
Maine
$565K