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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 %
DTL
1026
Dynamic Technology Lab
Singapore
$397K -$13.2K -50 -3%
KWA
1027
Kingswood Wealth Advisors
California
$396K -$3.7K -14 -0.9%
ATFA
1028
All Terrain Financial Advisors
Minnesota
$395K
AIM
1029
Aspen Investment Management
Michigan
$395K -$2.38K -9 -0.6%
RG
1030
Renaissance Group
Kentucky
$394K -$12.7K -48 -3%
FTC
1031
Farmers Trust Company
Ohio
$392K
CT
1032
Colonial Trust
South Carolina
$392K -$22.2K -84 -5%
IC
1033
Iconiq Capital
California
$391K +$56.1K +212 +17%
RSWM
1034
Robertson Stephens Wealth Management
California
$389K -$68K -257 -15%
TIA
1035
Tiemann Investment Advisors
California
$386K
FAT
1036
First American Trust
California
$385K -$80.9K -306 -17%
SB
1037
Simmons Bank
Arkansas
$385K -$2.65K -10 -0.7%
AA
1038
Advisory Alpha
Michigan
$384K +$12.4K +47 +3%
MCM
1039
Monument Capital Management
Virginia
$383K -$22.7K -86 -6%
OF
1040
Optimize Financial
California
$383K +$383K +1,447 New
DIA
1041
Dana Investment Advisors
Wisconsin
$382K -$79.6K -301 -17%
MS
1042
Maven Securities
Jersey
$382K +$382K +1,444 New
GVCM
1043
Global View Capital Management
Wisconsin
$381K -$51K -193 -12%
RIG
1044
RiverFront Investment Group
Virginia
$381K +$104K +395 +38%
HPBT
1045
Hickory Point Bank & Trust
Illinois
$381K +$381K +1,441 New
BBA
1046
BLB&B Advisors
Pennsylvania
$377K +$13.2K +50 +4%
WAP
1047
Wealthcare Advisory Partners
Pennsylvania
$375K -$45.5K -172 -11%
KIA
1048
Knollwood Investment Advisory
Maryland
$373K
MSS
1049
Mitchell Sinkler & Starr
Pennsylvania
$370K +$370K +1,400 New
EW
1050
Evoke Wealth
California
$369K +$59.2K +224 +19%