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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 %
ETS
1501
ESL Trust Services
New York
$26.4K
PA
1502
Pineridge Advisors
Missouri
$26.4K
GWS
1503
Greykasell Wealth Strategies
California
$26.4K +$26.4K +100 New
CFD
1504
Creative Financial Designs
Indiana
$25.1K +$7.41K +28 +42%
CPG
1505
Cornerstone Planning Group
New Jersey
$24.9K +$21.8K +84 +700%
RTL
1506
Red Tortoise LLC
Georgia
$23.9K
AWM
1507
Abound Wealth Management
Tennessee
$23.8K -$3.71K -14 -13%
FWM
1508
FSA Wealth Management
Massachusetts
$23.7K
SCB
1509
Saudi Central Bank
Saudi Arabia
$23.5K +$23.5K +89 New
RCA
1510
Runnymede Capital Advisors
Ohio
$23.3K
MWM
1511
Mascoma Wealth Management
New Hampshire
$22.7K
KWM
1512
Kiker Wealth Management
Georgia
$22.7K +$22.7K +86 New
TFA
1513
Toth Financial Advisory
Virginia
$22.5K
SFA
1514
Semmax Financial Advisors
North Carolina
$22.1K +$269 +1 +1%
RTC
1515
Riverview Trust Company
Washington
$21.7K -$1.32K -5 -6%
NC
1516
NewSquare Capital
Pennsylvania
$21.2K +$19K +72 +900%
CWM
1517
Crowley Wealth Management
Delaware
$20.4K
TCM
1518
TruNorth Capital Management
Michigan
$20.1K
SL
1519
Salomon & Ludwin
Virginia
$20.1K
FMP
1520
Financial Management Professionals
Texas
$20.1K +$2.91K +11 +17%
CA
1521
Centerpoint Advisors
Massachusetts
$20K
DFA
1522
DHJJ Financial Advisors
Illinois
$19.8K +$6.61K +25 +50%
ZRP
1523
Zynergy Retirement Planning
New Jersey
$19.8K
SWA
1524
SOA Wealth Advisors
New York
$19.1K
RS
1525
Rakuten Securities
Japan
$18.5K +$8.2K +31 +79%