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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 %
DMBA
1376
Deseret Mutual Benefit Administrators
Utah
$139K
CCA
1377
Catalyst Capital Advisors
New York
$139K +$43.4K +164 +45%
SWIM
1378
Smallwood Wealth Investment Management
New Jersey
$138K +$138K +523 New
SA
1379
SRH Advisors
Kansas
$136K
BHWM
1380
Beaird Harris Wealth Management
Texas
$135K +$2.91K +11 +2%
ITIM
1381
Indiana Trust & Investment Management
Indiana
$134K
TLA
1382
Tanglewood Legacy Advisors
Texas
$132K
HIMS
1383
Hager Investment Management Services
New Hampshire
$132K
CFO
1384
CVA Family Office
Colorado
$127K +$10.3K +39 +9%
CHC
1385
City Holding Co
West Virginia
$125K -$45K -170 -27%
SAM
1386
S.A. Mason
Michigan
$124K +$1.32K +5 +1%
HWM
1387
Hemington Wealth Management
Virginia
$123K +$14K +53 +13%
FFL
1388
Financial Freedom LLC
Ohio
$123K
NC
1389
North Capital
Utah
$118K +$118K +446 New
TH
1390
TCTC Holdings
Texas
$116K
VCM
1391
Versant Capital Management
Arizona
$113K +$46.3K +175 +69%
TCA
1392
Trifecta Capital Advisors
Illinois
$112K +$13.2K +50 +13%
OPTFSNA
1393
Old Point Trust & Financial Services N A
Virginia
$111K
M
1394
MOTCO
Texas
$102K +$45.2K +171 +79%
GM
1395
GeoWealth Management
Illinois
$97.6K -$108K -407 -52%
FUBT
1396
First United Bank & Trust
Maryland
$94.9K -$1.32K -5 -1%
SS
1397
SBI Securities
Japan
$94.7K +$3.44K +13 +4%
FFC
1398
First Financial Corp
Indiana
$92.8K
WTA
1399
Washington Trust Advisors
Massachusetts
$91.1K +$264 +1 +0.3%
VWA
1400
Valued Wealth Advisors
Utah
$91.1K +$2.12K +8 +2%