TRV icon

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 %
SGC
1101
Slocum, Gordon & Co
Rhode Island
$324K -$6.61K -25 -2%
OWA
1102
One Wealth Advisors
California
$323K +$81.5K +308 +34%
UAG
1103
United Advisor Group
Ohio
$323K -$120K -452 -27%
WTB
1104
Washington Trust Bank
Washington
$322K +$322K +1,218 New
SRC
1105
Sage Rhino Capital
California
$322K -$793 -3 -0.2%
AMG
1106
Advisors Management Group
Wisconsin
$322K
ASG
1107
Ariston Services Group
California
$321K
MPM
1108
MBB Public Markets
Illinois
$321K +$321K +1,212 New
LPT
1109
Legacy Private Trust
Wisconsin
$319K -$42.3K -160 -12%
NA
1110
Nestegg Advisors
New York
$318K
PP
1111
Patten & Patten
Tennessee
$318K
BIG
1112
Builder Investment Group
Georgia
$317K
EC
1113
Enhancing Capital
Pennsylvania
$317K
GSWM
1114
Greenup Street Wealth Management
Michigan
$317K +$46.6K +176 +17%
MIC
1115
Means Investment Company
Maine
$317K +$264 +1 +0.1%
HI
1116
Harbour Investments
Wisconsin
$316K +$1.59K +6 +0.5%
VA
1117
Valmark Advisers
Ohio
$316K +$67.4K +255 +27%
M1FG
1118
Mach-1 Financial Group
Arkansas
$316K +$8.2K +31 +3%
RC
1119
Randolph Company
Ohio
$315K -$82.5K -312 -21%
SS
1120
Sunbelt Securities
Texas
$315K
SWA
1121
Stratos Wealth Advisors
Ohio
$315K +$24.1K +91 +8%
MAG
1122
Mayfair Advisory Group
Alabama
$314K -$9.26K -35 -3%
CFP
1123
Catalyst Financial Partners
Massachusetts
$314K +$10K +38 +3%
CFS
1124
CRA Financial Services
New Jersey
$313K
EARNEST Partners
1125
EARNEST Partners
Georgia
$313K +$1.06K +4 +0.3%