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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 %
ABWM
1051
Alpine Bank Wealth Management
Colorado
$369K +$369K +1,396 New
FMTC
1052
Farmers & Merchants Trust Company
California
$369K
CM
1053
Capula Management
Cayman Islands
$369K +$369K +1,394 New
CPIA
1054
Cornell Pochily Investment Advisors
New York
$367K -$529 -2 -0.1%
WIC
1055
Woodmont Investment Counsel
Tennessee
$367K -$2.38K -9 -0.6%
GWWM
1056
Great Waters Wealth Management
Minnesota
$366K +$7.14K +27 +2%
WA
1057
Wealthstar Advisors
Texas
$366K -$28.6K -108 -7%
SF
1058
Summit Financial
New Jersey
$365K -$10K -38 -3%
LAI
1059
Legal Advantage Investments
California
$365K
CWM
1060
Calamos Wealth Management
Illinois
$363K -$11.1K -42 -3%
CWM
1061
Cornerstone Wealth Management
Missouri
$361K -$103K -391 -22%
PL
1062
Plancorp LLC
Missouri
$360K +$33.1K +125 +10%
WCM
1063
Windsor Capital Management
Arizona
$357K +$12.7K +48 +4%
OWP
1064
Obermeyer Wealth Partners
Colorado
$356K
SFI
1065
SPC Financial Inc
Maryland
$354K -$793 -3 -0.2%
NB
1066
NBT Bank
New York
$353K -$6.61K -25 -2%
NAM
1067
NorthCrest Asset Manangement
Minnesota
$353K +$353K +1,336 New
BB
1068
Busey Bank
Illinois
$352K +$14.5K +55 +4%
SFS
1069
Strategic Financial Services
New York
$352K
HCM
1070
Howard Capital Management
Georgia
$352K -$45.5K -172 -11%
POIA
1071
Pin Oak Investment Advisors
Texas
$350K +$89.2K +341 +34%
CPA
1072
Capital Performance Advisors
California
$349K +$349K +1,318 New
CB
1073
Centennial Bank
Arkansas
$348K +$66.1K +250 +23%
AWM
1074
Avior Wealth Management
Nebraska
$348K -$22.5K -85 -6%
OCBCO
1075
Oversea-Chinese Banking Corp (OCBC)
Singapore
$347K -$228K -863 -40%