TRV icon

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 %
PFWA
1276
Paces Ferry Wealth Advisors
Georgia
$228K -$2.91K -11 -1%
MWM
1277
Meridian Wealth Management
Kentucky
$228K -$4.23K -16 -2%
BF
1278
bLong Financial
Tennessee
$227K
FFP
1279
Freedom Financial Partners
Minnesota
$227K +$264 +1 +0.1%
LW
1280
Linscomb Wealth
Texas
$226K -$10.8K -41 -5%
FWTB
1281
First Western Trust Bank
Colorado
$226K
AGWCA
1282
Annis Gardner Whiting Capital Advisors
Florida
$225K +$13.8K +52 +7%
GDP
1283
Great Diamond Partners
Maine
$225K -$8.73K -33 -4%
Fiera Capital (Canada)
1284
Fiera Capital (Canada)
Quebec, Canada
$225K
CNBTD
1285
Citizens National Bank Trust Department
Mississippi
$225K +$26.4K +100 +13%
RWP
1286
Ridgecrest Wealth Partners
California
$225K
TFP
1287
Tilia Fiduciary Partners
North Carolina
$224K +$2.38K +9 +1%
FA
1288
Fiduciary Alliance
South Carolina
$224K -$15.3K -58 -6%
DLCIG
1289
D.L. Carlson Investment Group
New Hampshire
$224K -$17.2K -65 -7%
FCT
1290
First Community Trust
Iowa
$223K
RC
1291
Rovin Capital
Arizona
$223K
AF
1292
Apexium Financial
Texas
$222K +$222K +840 New
SDH
1293
Sloy Dahl & Holst
Washington
$222K -$72.7K -275 -25%
CVA
1294
Central Valley Advisors
California
$220K -$264K -999 -55%
SFO
1295
Stokes Family Office
Louisiana
$220K -$25.7K -97 -10%
VNA
1296
Valley National Advisers
Pennsylvania
$220K +$1.06K +4 +0.5%
PK
1297
Pflug Koory
Nebraska
$220K -$7.93K -30 -3%
FFP
1298
FourThought Financial Partners
Florida
$220K +$220K +830 New
MAMG
1299
Milestone Asset Management Group
Connecticut
$219K -$63.2K -239 -22%
SNBOSD
1300
Security National Bank of So Dak
Iowa
$218K -$8.99K -34 -4%