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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 %
PPWP
1001
Premier Path Wealth Partners
New Jersey
$418K +$21.7K +82 +5%
MGIA
1002
Moneta Group Investment Advisors
Missouri
$418K -$50.5K -191 -11%
NG
1003
Novem Group
New York
$417K -$8.73K -33 -2%
KFS
1004
Kurt F. Somerville
$417K
PJSIMP
1005
P.J. Schmidt Investment Management (PJS)
Wisconsin
$415K -$9.26K -35 -2%
CAM
1006
Cozad Asset Management
Illinois
$415K -$275K -1,038 -40%
GSEP
1007
Golden State Equity Partners
California
$413K -$22.5K -85 -5%
BHBT
1008
Burke & Herbert Bank & Trust
Virginia
$413K
GEA
1009
Glen Eagle Advisors
New Jersey
$411K -$26.5K -100 -6%
FWM
1010
ForthRight Wealth Management
Georgia
$409K -$22K -83 -5%
MCM
1011
Manchester Capital Management
Vermont
$408K +$20.9K +79 +5%
BBNA
1012
Bremer Bank National Association
Minnesota
$407K
FFA
1013
Florida Financial Advisors
Florida
$405K -$23K -87 -5%
BSTWA
1014
Blake Schutter Theil Wealth Advisors
Ohio
$405K
TWM
1015
Trueblood Wealth Management
Ohio
$404K -$179K -675 -31%
BBA
1016
Baader Bank Aktiengesellschaft
Germany
$403K -$563K -2,127 -58%
SMC
1017
Smith, Moore & Co
Missouri
$403K
BFO
1018
Boston Family Office
Massachusetts
$403K
GCM
1019
G2 Capital Management
Ohio
$402K +$1.06K +4 +0.3%
WPW
1020
Waldron Private Wealth
Pennsylvania
$402K -$421K -1,590 -51%
Fisher Asset Management
1021
Fisher Asset Management
Washington
$401K +$29.9K +113 +8%
MCWS
1022
McKinley Carter Wealth Services
West Virginia
$401K
SSB
1023
Sandy Spring Bank
Maryland
$401K -$4.76K -18 -1%
WCF
1024
West Coast Financial
California
$399K
WSC
1025
Wellington Shields & Co
New York
$399K