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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
PWG
1326
Portside Wealth Group
Utah
$265K
BFA
1327
Bragg Financial Advisors
North Carolina
$265K
UAS
1328
United Asset Strategies
New York
$264K
MK
1329
MASTERINVEST Kapitalanlage
$264K
EI
1330
Ellevest Inc
New York
$264K
IRP
1331
Investment Research Partners
Pennsylvania
$264K
WWC
1332
Waypoint Wealth Counsel
Georgia
$263K
CIA
1333
Caerus Investment Advisors
Texas
$263K
NW
1334
Naviter Wealth
Arkansas
$261K
BWMG
1335
Barnes Wealth Management Group
California
$260K
GIA
1336
Gladstone Institutional Advisory
Florida
$260K
CIC
1337
Chilton Investment Company
Connecticut
$260K
GAA
1338
Global Assets Advisory
Florida
$259K
HT
1339
Headlands Technologies
Illinois
$258K
FWI
1340
Facet Wealth Inc
Maryland
$258K
MCCP
1341
Mission Creek Capital Partners
California
$258K
WC
1342
Waterloo Capital
Texas
$257K
ML
1343
McAdam LLC
Pennsylvania
$257K
LPT
1344
Legacy Private Trust
Wisconsin
$257K
TSW
1345
Thompson Siegel & Walmsley
Virginia
$255K
BIAS
1346
Beacon Investment Advisory Services
New Jersey
$255K
DE
1347
Diversified Enterprises
Delaware
$254K
PWPS
1348
Pinnacle Wealth Planning Services
Ohio
$254K
WP
1349
Westmount Partners
California
$254K
VBFP
1350
Valtinson Bruner Financial Planning
Minnesota
$254K