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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 %
PDM
1226
Penn Davis McFarland
Texas
$247K
BIAS
1227
Beacon Investment Advisory Services
New Jersey
$246K -$35.7K -135 -13%
FWA
1228
FORM Wealth Advisors
Wisconsin
$246K +$246K +930 New
MAM
1229
McLean Asset Management
Virginia
$245K +$3.31K +14 +1%
CCA
1230
Childress Capital Advisors
Texas
$245K -$44.4K -168 -15%
ARC
1231
Advisor Resource Council
Texas
$245K +$245K +925 New
MFS
1232
Madrona Financial Services
Washington
$244K +$529 +2 +0.2%
SA
1233
SRN Advisors
Pennsylvania
$244K
JSW
1234
Journey Strategic Wealth
New Jersey
$244K +$20.9K +79 +9%
KAM
1235
Knightsbridge Asset Management
California
$243K +$243K +919 New
PFM
1236
Phillips Financial Management
Indiana
$243K +$14.3K +54 +6%
BWM
1237
BNC Wealth Management
Oregon
$243K +$529 +2 +0.2%
PIP
1238
Peachtree Investment Partners
Florida
$242K +$242K +916 New
HCMT
1239
Highland Capital Management (Tennessee)
Tennessee
$242K
AC
1240
AlphaCore Capital
California
$242K +$16.7K +63 +7%
TCM
1241
Towneley Capital Management
California
$241K +$241K +912 New
IF
1242
Ironwood Financial
Arizona
$241K
FAFN
1243
First Affirmative Financial Network
Colorado
$241K -$42.8K -162 -15%
ECM
1244
Elgethun Capital Management
South Dakota
$241K +$241K +910 New
NFP
1245
Narus Financial Partners
Utah
$241K
FFA
1246
Founders Financial Alliance
North Carolina
$240K +$240K +907 New
FCM
1247
Fieldview Capital Management
Michigan
$240K +$240K +907 New
SAG
1248
SageView Advisory Group
California
$240K +$14.5K +55 +6%
PCM
1249
Park Capital Management
Wisconsin
$239K +$239K +905 New
RWP
1250
Revolve Wealth Partners
New Jersey
$239K -$64.5K -244 -21%