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Travelers Companies

1,782 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, 649 increasing their positions, 637 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,782
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
SWIM
1526
Smallwood Wealth Investment Management
New Jersey
$146K
PWMG
1527
Prestige Wealth Management Group
New Jersey
$145K
TWD
1528
True Wealth Design
Ohio
$143K
LSA
1529
Leonteq Securities AG
Switzerland
$143K
C
1530
Covestor
United Kingdom
$141K
FP
1531
Financial Perspectives
Minnesota
$140K
CCA
1532
Catalyst Capital Advisors
New York
$139K
SAM
1533
S.A. Mason
Michigan
$138K
AA
1534
AlphaCentric Advisors
Puerto Rico
$137K
FFL
1535
Financial Freedom LLC
Ohio
$136K
GSWM
1536
Golden State Wealth Management
California
$132K
FFA
1537
Frazier Financial Advisors
Ohio
$125K
BH
1538
Burk Holdings
Oklahoma
$121K
BW
1539
Bravera Wealth
North Dakota
$120K
FC
1540
Financial Consulate
Maryland
$117K
DSC
1541
Duncker Streett & Co
Missouri
$116K
WTA
1542
Washington Trust Advisors
Massachusetts
$116K
CA
1543
Crewe Advisors
Utah
$112K
CHC
1544
City Holding Co
West Virginia
$111K
HFM
1545
Harvest Fund Management
China
$111K
VWA
1546
Valued Wealth Advisors
Utah
$109K
WWM
1547
Western Wealth Management
Colorado
$108K
SFG
1548
Strive Financial Group
Indiana
$108K
M
1549
MOTCO
Texas
$108K
FLP
1550
Financial Life Planners
Arizona
$105K