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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 %
API
1451
Asset Planning Inc
California
$48.1K +$264 +1 +0.6%
CTB
1452
Country Trust Bank
Illinois
$46.3K
FPB
1453
First PREMIER Bank
South Dakota
$45K
TWD
1454
True Wealth Design
Ohio
$44.8K +$12.7K +48 +40%
FDW
1455
Fourth Dimension Wealth
Ohio
$43.6K
SIC
1456
SJS Investment Consulting
Ohio
$43.4K
PWA
1457
Physician Wealth Advisors
Utah
$43.1K
AT
1458
Arlington Trust
Alabama
$40.2K
GIM
1459
Generali Investments Management
Slovenia
$40.2K
WIM
1460
Westside Investment Management
California
$40.2K
FIM
1461
FWL Investment Management
Texas
$39.7K
WSCM
1462
Wellington Shields Capital Management
New York
$39.7K
NA
1463
Nordwand Advisors
Pennsylvania
$39.7K
DSC
1464
Duncker Streett & Co
Missouri
$39.5K -$3.18K -12 -7%
FFO
1465
Fortitude Family Office
Arizona
$38.3K
ACA
1466
American Capital Advisory
Idaho
$38.1K +$529 +2 +1%
TC
1467
Trust Company
Kansas
$38.1K
MAM
1468
Meeder Asset Management
Ohio
$38.1K +$19.8K +75 +109%
NSIM
1469
North Star Investment Management
Illinois
$37.8K
BFPW
1470
BOK Financial Private Wealth
Colorado
$36.8K -$1.06K -4 -3%
LWANC
1471
Laurel Wealth Advisors (North Carolina)
North Carolina
$36.5K
RL
1472
Rogco LP
Oklahoma
$36.5K -$54.2K -205 -60%
ANBT
1473
American National Bank & Trust
Texas
$36.5K -$3.17K -12 -8%
WTFG
1474
Wood Tarver Financial Group
Idaho
$36.2K
RA
1475
Rise Advisors
New York
$35.8K +$8.75K +33 +32%