TRV icon

Travelers Companies

1,770 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, 645 increasing their positions, 631 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,770
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
BFA
1301
Brendel Financial Advisors
New Hampshire
$275K
GFPC
1302
Global Financial Private Client
Florida
$275K
AA
1303
Advisory Alpha
Michigan
$274K
PDM
1304
Penn Davis McFarland
Texas
$272K
FWA
1305
FORM Wealth Advisors
Wisconsin
$271K
BWM
1306
BNC Wealth Management
Oregon
$270K
BWP
1307
Balboa Wealth Partners
Arizona
$269K
DFG
1308
DiPaolo Financial Group
Florida
$269K
ATS
1309
Ashton Thomas Securities
New York
$267K
MFS
1310
Madrona Financial Services
Washington
$267K
AHL
1311
Abel Hall LLC
Louisiana
$267K
ECM
1312
Elgethun Capital Management
South Dakota
$266K
BL
1313
BFSG LLC
California
$265K
NFP
1314
Narus Financial Partners
Utah
$265K
FMLI
1315
Fukoku Mutual Life Insurance
Japan
$265K
PWG
1316
Portside Wealth Group
Utah
$265K
BFA
1317
Bragg Financial Advisors
North Carolina
$265K
UAS
1318
United Asset Strategies
New York
$264K
MK
1319
MASTERINVEST Kapitalanlage
$264K
EI
1320
Ellevest Inc
New York
$264K
IRP
1321
Investment Research Partners
Pennsylvania
$264K
WWC
1322
Waypoint Wealth Counsel
Georgia
$263K
NW
1323
Naviter Wealth
Arkansas
$261K
BWMG
1324
Barnes Wealth Management Group
California
$260K
GIA
1325
Gladstone Institutional Advisory
Florida
$260K