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Travelers Companies

1,782 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, 649 increasing their positions, 637 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,782
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
JSSH
1251
J. Safra Sarasin Holding
$301K
EWA
1252
Exencial Wealth Advisors
Oklahoma
$300K
VA
1253
Valmark Advisers
Ohio
$299K
OL
1254
Optas LLC
Texas
$299K
KPWG
1255
KFA Private Wealth Group
Virginia
$299K
PFM
1256
Phillips Financial Management
Indiana
$299K
SDAM
1257
Shulman DeMeo Asset Management
New York
$299K
TCP
1258
TMB Capital Partners
Arkansas
$298K
JCIA
1259
Jackson Creek Investment Advisors
Colorado
$298K
DF
1260
Dunhill Financial
United Kingdom
$298K
EDRH
1261
Edmond de Rothschild Holding
Switzerland
$298K
FMTC
1262
Farmers & Merchants Trust Company
California
$297K
TC
1263
Trilogy Capital
California
$297K
CST
1264
Charles Schwab Trust
Nevada
$297K
7WCP
1265
71 West Capital Partners
Massachusetts
$296K
MCM
1266
Manchester Capital Management
Vermont
$296K
CBT
1267
Crews Bank & Trust
Florida
$296K
VCM
1268
Vision Capital Management
Oregon
$295K
RG
1269
Renaissance Group
Kentucky
$295K
TPCM
1270
Templeton & Phillips Capital Management
Tennessee
$293K
MWM
1271
Marietta Wealth Management
Georgia
$293K
SFG
1272
Sovereign Financial Group
Connecticut
$293K
PG
1273
Prostatis Group
Maryland
$293K
OP
1274
Oslo Pensjonsforsikring
$293K
RWI
1275
Red Wave Investments
Pennsylvania
$292K