TRV icon

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
BFO
1076
Boston Family Office
Massachusetts
$423K
AO
1077
Advisor OS
Illinois
$423K
BAM
1078
Belleair Asset Management
Florida
$422K
DIA
1079
Dana Investment Advisors
Wisconsin
$422K
TIA
1080
Tiemann Investment Advisors
California
$419K
SAI
1081
Savvy Advisors Inc
New York
$418K
KAM
1082
Karani Asset Management
New York
$418K
DOA
1083
D'Orazio & Associates
Virginia
$414K
HPBT
1084
Hickory Point Bank & Trust
Illinois
$414K
WPP
1085
Whalerock Point Partners
Rhode Island
$414K
NL
1086
NWAM LLC
Washington
$414K
WT
1087
Washington Trust
Rhode Island
$413K
FG
1088
Fiduciary Group
Georgia
$413K
FHA
1089
Flagship Harbor Advisors
Massachusetts
$413K
QFW
1090
QTR Family Wealth
Florida
$413K
EWM
1091
Evermay Wealth Management
Virginia
$413K
FWM
1092
ForthRight Wealth Management
Georgia
$412K
GWWM
1093
Great Waters Wealth Management
Minnesota
$412K
WSC
1094
Wellington Shields & Co
New York
$411K
MA
1095
MCF Advisors
Kentucky
$410K
SL
1096
Sentinus LLC
Illinois
$410K
MSS
1097
Mitchell Sinkler & Starr
Pennsylvania
$408K
PPW
1098
Parcion Private Wealth
Washington
$407K
POIA
1099
Pin Oak Investment Advisors
Texas
$407K
PL
1100
Plancorp LLC
Missouri
$406K