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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 %
BI
951
BFI Infinity
Switzerland
$487K +$487K +1,840 New
CWM
952
Cahaba Wealth Management
Georgia
$487K -$4.23K -16 -0.9%
BCM
953
Brookstone Capital Management
Illinois
$485K +$54K +204 +13%
BMCM
954
Burns Matteson Capital Management
New York
$484K +$484K +1,830 New
PMFA
955
Plante Moran Financial Advisors
Michigan
$483K -$50.5K -191 -9%
MPIA
956
Mountain Pacific Investment Advisers
Idaho
$481K
PAM
957
Peak Asset Management
Colorado
$480K
DCM
958
Donaldson Capital Management
Indiana
$480K +$264 +1 +0.1%
WIA
959
World Investment Advisors
California
$476K +$76.7K +290 +19%
CI
960
CX Institutional
Indiana
$474K -$5.42M -20,505 -92%
BIG
961
Brooklyn Investment Group
New York
$473K +$137K +520 +41%
AP
962
Appleton Partners
Massachusetts
$470K -$77K -291 -14%
TWPM
963
Total Wealth Planning & Management
Florida
$469K +$9.52K +36 +2%
MM
964
MQS Management
New York
$467K +$467K +1,764 New
SCP
965
Sivia Capital Partners
California
$465K +$465K +1,760 New
DWM
966
Drive Wealth Management
Utah
$465K -$3.97K -15 -0.8%
ILI
967
Invesco LLC (Illinois)
Illinois
$465K -$60.8K -230 -12%
WB
968
WesBanco Bank
West Virginia
$461K
CFO
969
Callan Family Office
Pennsylvania
$460K -$12.4K -47 -3%
PP
970
PrairieView Partners
Minnesota
$458K +$29K +110 +7%
HCM
971
Howland Capital Management
Massachusetts
$457K -$27.2K -103 -6%
AF
972
Advisornet Financial
Minnesota
$457K -$11.6K -44 -2%
PCP
973
Proficio Capital Partners
Massachusetts
$457K +$19.3K +73 +4%
PBC
974
Pavion Blue Capital
California
$456K
MWM
975
Modern Wealth Management
Kansas
$455K +$455K +1,721 New