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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 %
FCBT
1301
First Citizens Bank & Trust
North Carolina
$218K +$218K +826 New
OWA
1302
ORBA Wealth Advisors
Illinois
$218K +$218K +825 New
SIC
1303
Salem Investment Counselors
North Carolina
$217K -$22.7K -86 -10%
FBT
1304
First Bankers Trust
Kentucky
$217K +$217K +819 New
MSFS
1305
Main Street Financial Solutions
Pennsylvania
$216K +$216K +818 New
PWPS
1306
Pinnacle Wealth Planning Services
Ohio
$216K +$216K +817 New
ETC
1307
Exchange Traded Concepts
Oklahoma
$216K -$816K -3,086 -79%
FA
1308
Fountainhead AM
New Jersey
$215K +$215K +814 New
WF
1309
Wayfinding Financial
Washington
$215K +$215K +814 New
HWM
1310
Horizons Wealth Management
North Carolina
$215K -$8.2K -31 -4%
WAM
1311
Walker Asset Management
Missouri
$215K +$215K +812 New
QFW
1312
QTR Family Wealth
Florida
$214K +$214K +809 New
WAG
1313
Winthrop Advisory Group
Massachusetts
$214K +$214K +808 New
CIP
1314
Convergence Investment Partners
Florida
$213K -$26.2K -99 -11%
AA
1315
Auxano Advisors
Washington
$213K +$213K +807 New
XT
1316
XTX Topco
Cayman Islands
$213K +$213K +806 New
MFA
1317
Mayflower Financial Advisors
Massachusetts
$213K +$213K +806 New
BIM
1318
Baldwin Investment Management
Pennsylvania
$212K +$212K +801 New
CFA
1319
Cahill Financial Advisors
Minnesota
$212K +$212K +800 New
LCM
1320
Logan Capital Management
Pennsylvania
$212K
APG
1321
Abacus Planning Group
South Carolina
$212K +$212K +800 New
NWWA
1322
New Wave Wealth Advisors
Arkansas
$211K -$47.9K -181 -18%
TWM
1323
Thrive Wealth Management
Pennsylvania
$210K -$14.5K -55 -6%
CB
1324
CNB Bank
Pennsylvania
$210K
MSAM
1325
Moloney Securities Asset Management
Missouri
$209K +$209K +791 New