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Travelers Companies

1,770 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, 645 increasing their positions, 631 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,770
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
BWM
1001
Baron Wealth Management
Michigan
$512K
SFC
1002
SYM Financial Corp
Indiana
$511K
SC
1003
Scotia Capital
Ontario, Canada
$511K
LIA
1004
LBMC Investment Advisors
Tennessee
$510K
AWA
1005
Aaron Wealth Advisors
Illinois
$509K
SA
1006
Sylvest Advisors
Texas
$506K
OCG
1007
Opus Capital Group
Ohio
$504K
PBC
1008
Pavion Blue Capital
California
$503K
GM
1009
GeoWealth Management
Illinois
$502K
AF
1010
Advisornet Financial
Minnesota
$499K
ILI
1011
Invesco LLC (Illinois)
Illinois
$498K
NRS
1012
Neville Rodie & Shaw
New York
$496K
UCB
1013
United Community Bank
South Carolina
$496K
TWPM
1014
Total Wealth Planning & Management
Florida
$489K
CF
1015
Centaurus Financial
California
$484K
NPT
1016
Nixon Peabody Trust
Massachusetts
$484K
BHBT
1017
Burke & Herbert Bank & Trust
Virginia
$483K
BOH
1018
Bank of Hawaii
Hawaii
$480K
BHPW
1019
Beverly Hills Private Wealth
California
$479K
CNTOF
1020
Canandaigua National Trust of Florida
New York
$479K
1C
1021
111 Capital
France
$477K
SWM
1022
SeaCrest Wealth Management
New York
$477K
MPIA
1023
Mountain Pacific Investment Advisers
Idaho
$477K
MW
1024
MBL Wealth
North Carolina
$477K
DCM
1025
Donaldson Capital Management
Indiana
$475K