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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 %
CC
1126
Callan Capital
California
$310K +$41K +155 +15%
NQWM
1127
Northwest Quadrant Wealth Management
Oregon
$309K -$31K -117 -9%
RG
1128
Rathbones Group
United Kingdom
$308K
LFA
1129
Legacy Financial Advisors
Kentucky
$308K +$6.61K +25 +2%
RWP
1130
RWA Wealth Partners
Massachusetts
$307K -$27.8K -105 -8%
WP
1131
Wealthspan Partners
Iowa
$307K
DWS
1132
Dynamic Wealth Strategies
California
$307K -$529 -2 -0.2%
KFGG
1133
Keystone Financial Group (Georgia)
Georgia
$306K +$804 +3 +0.3%
WH
1134
Willner & Heller
California
$306K +$1.06K +4 +0.3%
FFG
1135
Fiduciary Financial Group
California
$305K -$32.9K -134 -10%
FWA
1136
Flagship Wealth Advisors
Massachusetts
$305K
EP
1137
Edgestream Partners
New Jersey
$304K -$174K -658 -36%
OBWG
1138
Onyx Bridge Wealth Group
New York
$304K -$2.38K -9 -0.8%
ECM
1139
EagleClaw Capital Management
Massachusetts
$303K
MAM
1140
Mystic Asset Management
Rhode Island
$303K
AA
1141
Alta Advisers
United Kingdom
$303K +$303K +1,145 New
AAM
1142
Advisors Asset Management
Colorado
$303K -$2.13M -8,052 -88%
SWTS
1143
Stonehaven Wealth & Tax Solutions
Wisconsin
$302K -$44.2K -167 -13%
SC
1144
Scotia Capital
Ontario, Canada
$302K -$33.6K -127 -10%
SAM
1145
Sawgrass Asset Management
Florida
$302K -$140K -528 -32%
VA
1146
VestGen Advisors
Illinois
$302K +$302K +1,141 New
IC
1147
Inscription Capital
Texas
$302K +$302K +1,311 New
CI Investments Inc
1148
CI Investments Inc
Ontario, Canada
$301K +$5.03K +19 +2%
SCA
1149
Sippican Capital Advisors
Massachusetts
$300K -$6.61K -25 -2%
JWA
1150
JFS Wealth Advisors
Pennsylvania
$296K +$529 +2 +0.2%