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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 %
TPCM
1201
Templeton & Phillips Capital Management
Tennessee
$266K
RA
1202
Ruggaard & Associates
Ohio
$266K
NCM
1203
Next Capital Management
New York
$266K
QFA
1204
Quantum Financial Advisors
California
$265K
SBWIC
1205
Schaper Benz & Wise Investment Counsel
Wisconsin
$264K
MCM
1206
Mill Capital Management
North Carolina
$264K
RWI
1207
Red Wave Investments
Pennsylvania
$264K
VCM
1208
Vision Capital Management
Oregon
$264K +$264K +1,000 New
DJSG
1209
D.J. St. Germain
Massachusetts
$264K -$104K -394 -28%
FC
1210
Financial Council
Maryland
$263K
BFA
1211
Bragg Financial Advisors
North Carolina
$262K
IRC
1212
Investors Research Corp
Georgia
$262K -$51.6K -195 -16%
MFG
1213
Magnus Financial Group
New York
$261K -$4.76K -18 -2%
GSIS
1214
Global Strategic Investment Solutions
Arizona
$260K
OCM
1215
One Capital Management
California
$260K +$260K +982 New
BBI
1216
Baxter Bros Inc
Connecticut
$257K -$26.5K -100 -9%
SWA
1217
SFMG Wealth Advisors
Texas
$257K -$4.23K -16 -2%
TT
1218
TI-Trust
Illinois
$257K -$1.59K -6 -0.6%
SFG
1219
Sovereign Financial Group
Connecticut
$255K -$4.23K -16 -2%
TIM
1220
Tortoise Investment Management
New York
$254K
FWM
1221
Focused Wealth Management
New York
$252K -$12.2K -46 -5%
LAM
1222
L2 Asset Management
Massachusetts
$252K +$22.7K +86 +10%
BFA
1223
Brendel Financial Advisors
New Hampshire
$250K
EI
1224
EDMP Inc
Florida
$250K
EI
1225
Ellevest Inc
New York
$249K -$29.6K -112 -11%