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
RZH
1401
Relyea Zuckerberg Hanson
Connecticut
$230K
MSWM
1402
Mowery & Schoenfeld Wealth Management
Illinois
$230K
AAMC
1403
Asset Allocation & Management Company
Illinois
$230K
NERM
1404
New England Research & Management
Illinois
$230K
FWA
1405
FSM Wealth Advisors
Ohio
$229K
BB
1406
Bell Bank
North Dakota
$228K
FCBT
1407
First Citizens Bank & Trust
North Carolina
$228K
AA
1408
Auxano Advisors
Washington
$227K
PCM
1409
Payne Capital Management
New York
$227K
EA
1410
Emerald Advisors
Washington
$226K
TWM
1411
TRB Wealth Management
Texas
$226K
EB
1412
Exchange Bank
California
$225K
AFG
1413
Allegheny Financial Group
Pennsylvania
$225K
BF
1414
bLong Financial
Tennessee
$225K
FFA
1415
Founders Financial Alliance
North Carolina
$223K
NG
1416
Norden Group
Utah
$223K
JWM
1417
JGP Wealth Management
Oregon
$223K
IWA
1418
IVC Wealth Advisors
Pennsylvania
$223K
SWMP
1419
Signature Wealth Management Partners
New Jersey
$223K
HCMT
1420
Highland Capital Management (Tennessee)
Tennessee
$222K
CFO
1421
CVA Family Office
Colorado
$222K
AWC
1422
Adamsbrown Wealth Consultants
Kansas
$221K
TWM
1423
Thrive Wealth Management
Pennsylvania
$221K
CMP
1424
Courage Miller Partners
Virginia
$220K
FCG
1425
Fielder Capital Group
Tennessee
$220K