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Travelers Companies

1,784 hedge funds and large institutions have $52B invested in Travelers Companies in 2026 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 650 increasing their positions, 639 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,784
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
SAM
1251
Sagewood Asset Management
New York
$301K
OWP
1252
Obermeyer Wealth Partners
Colorado
$301K
JSSH
1253
J. Safra Sarasin Holding
$301K
EWA
1254
Exencial Wealth Advisors
Oklahoma
$300K
VA
1255
Valmark Advisers
Ohio
$299K
OL
1256
Optas LLC
Texas
$299K
KPWG
1257
KFA Private Wealth Group
Virginia
$299K
PFM
1258
Phillips Financial Management
Indiana
$299K
SDAM
1259
Shulman DeMeo Asset Management
New York
$299K
TCP
1260
TMB Capital Partners
Arkansas
$298K
JCIA
1261
Jackson Creek Investment Advisors
Colorado
$298K
DF
1262
Dunhill Financial
United Kingdom
$298K
EDRH
1263
Edmond de Rothschild Holding
Switzerland
$298K
FMTC
1264
Farmers & Merchants Trust Company
California
$297K
TC
1265
Trilogy Capital
California
$297K
CST
1266
Charles Schwab Trust
Nevada
$297K
7WCP
1267
71 West Capital Partners
Massachusetts
$296K
MCM
1268
Manchester Capital Management
Vermont
$296K
CBT
1269
Crews Bank & Trust
Florida
$296K
VCM
1270
Vision Capital Management
Oregon
$295K
RG
1271
Renaissance Group
Kentucky
$295K
MWM
1272
Marietta Wealth Management
Georgia
$293K
TPCM
1273
Templeton & Phillips Capital Management
Tennessee
$293K
SFG
1274
Sovereign Financial Group
Connecticut
$293K
PG
1275
Prostatis Group
Maryland
$293K