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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 %
AAMC
1326
Asset Allocation & Management Company
Illinois
$209K +$209K +790 New
MSWM
1327
Mowery & Schoenfeld Wealth Management
Illinois
$209K -$4.23K -16 -2%
PWG
1328
Portside Wealth Group
Utah
$208K +$208K +788 New
CCG
1329
Catalina Capital Group
California
$208K -$238K -899 -53%
NERM
1330
New England Research & Management
Illinois
$208K +$208K +787 New
Members Trust
1331
Members Trust
Florida
$208K +$208K +785 New
ML
1332
McAdam LLC
Pennsylvania
$207K +$207K +784 New
SC
1333
Sapient Capital
Indiana
$207K +$207K +782 New
PCS
1334
Personal CFO Solutions
New Jersey
$207K -$16.7K -63 -7%
BWMG
1335
Barnes Wealth Management Group
California
$206K +$206K +779 New
TWC
1336
TD Waterhouse Canada
Ontario, Canada
$206K -$1.22M -4,616 -86%
AIA
1337
AIMZ Investment Advisors
California
$206K +$206K +778 New
OC
1338
Oarsman Capital
Wisconsin
$205K -$26.4K -100 -11%
LPAM
1339
Lodestar Private Asset Management
California
$205K -$20.6K -78 -9%
AWE
1340
Avidian Wealth Enterprises
Texas
$205K +$205K +776 New
EA
1341
Emerald Advisors
Washington
$205K +$205K +775 New
EB
1342
Exchange Bank
California
$204K +$204K +773 New
MPW
1343
Monterey Private Wealth
California
$204K +$204K +772 New
AAS
1344
Ameritas Advisory Services
Nebraska
$204K +$204K +801 New
PGWM
1345
Parisi Gray Wealth Management
New Jersey
$203K +$203K +768 New
FAG
1346
Fortitude Advisory Group
Washington
$202K -$9.59K -38 -5%
VWM
1347
Vermillion Wealth Management
Minnesota
$202K +$794 +3 +0.4%
BBHC
1348
Brown Brothers Harriman & Co
New York
$201K +$4.5K +17 +2%
TF
1349
Tompkins Financial
New York
$201K
TSMHT
1350
Thurston Springer Miller Herd & Titak
Indiana
$199K +$53.9K +204 +37%