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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 %
ACM
976
Advisors Capital Management
New Jersey
$455K -$68.5K -259 -13%
EWM
977
Evermay Wealth Management
Virginia
$455K
4A
978
4Wealth Advisors
Illinois
$451K +$72K +272 +19%
NRS
979
Neville Rodie & Shaw
New York
$450K
MBTD
980
Mechanics Bank - Trust Department
California
$450K
DWM
981
Destination Wealth Management
California
$445K
AWA
982
Arkadios Wealth Advisors
Georgia
$444K +$118K +445 +36%
T
983
Transce3nd
Texas
$444K +$360K +1,360 +425%
WPP
984
Whalerock Point Partners
Rhode Island
$444K -$72.5K -274 -14%
BL
985
BFSG LLC
California
$439K -$10.6K -40 -2%
TNB
986
Thomasville National Bank
Georgia
$436K +$793 +3 +0.2%
CNTOF
987
Canandaigua National Trust of Florida
New York
$436K +$2.65K +10 +0.6%
FG
988
Fiduciary Group
Georgia
$432K
PW
989
PUREfi Wealth
Massachusetts
$432K +$432K +1,633 New
BHWM
990
Bar Harbor Wealth Management
New Hampshire
$430K -$8.2K -31 -2%
UF
991
Univest Financial
Pennsylvania
$430K -$18K -68 -4%
HPM
992
Hudson Portfolio Management
New York
$428K +$108K +407 +34%
CAG
993
Crestwood Advisors Group
Massachusetts
$428K -$229K -867 -35%
AWA
994
AGH Wealth Advisors
Kansas
$427K -$5.82K -22 -1%
SWM
995
Segment Wealth Management
Texas
$426K +$99.2K +375 +30%
CASB
996
Cape Ann Savings Bank
Massachusetts
$423K +$106K +400 +33%
HFM
997
Harvest Fund Management
China
$421K -$5.55K -21 -1%
SFC
998
SYM Financial Corp
Indiana
$419K +$75.6K +286 +22%
LS
999
Livforsakringsbolaget Skandia
Sweden
$418K
WFI
1000
West Family Investments
California
$418K