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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
RWP
951
RWA Wealth Partners
Massachusetts
$594K
CPA
952
Capital Performance Advisors
California
$593K
PP
953
PDS Planning
Ohio
$592K
DWM
954
Defined Wealth Management
Oregon
$589K
BPC
955
Bearing Point Capital
Minnesota
$589K
SFO
956
Stokes Family Office
Louisiana
$588K
DWM
957
Drive Wealth Management
Utah
$588K
PMSA
958
Patrick M. Sweeney & Associates
Illinois
$588K
PMWMG
959
Parr McKnight Wealth Management Group
Minnesota
$587K
MC
960
Machina Capital
France
$586K
FB
961
Finward Bancorp
Indiana
$583K
BWM
962
Brown Wealth Management
Illinois
$582K
MSFP
963
Mark Sheptoff Financial Planning
Connecticut
$580K
BMCM
964
Burns Matteson Capital Management
New York
$579K
FTC
965
Farmers Trust Company
Ohio
$578K
PJSIMP
966
P.J. Schmidt Investment Management (PJS)
Wisconsin
$577K
BBA
967
Baader Bank Aktiengesellschaft
Germany
$576K
AAM
968
Aureus Asset Management
Massachusetts
$575K
MA
969
Mutual Advisors
Nebraska
$575K
SC
970
SummitTX Capital
Texas
$572K
PWP
971
Ponta Wealth Partners
Florida
$571K
APP
972
Avantax Planning Partners
Iowa
$569K
LIM
973
Leavell Investment Management
Alabama
$568K
CPBTD
974
Central Pacific Bank - Trust Division
Hawaii
$567K
AIP
975
Ameritas Investment Partners
Nebraska
$566K