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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 %
IA
1526
IFS Advisors
Kansas
$18.2K
W
1527
WealthCollab
Washington
$17.2K
WPA
1528
Wealth Preservation Advisors
Tennessee
$17.2K +$17.2K +65 New
S
1529
Sachetta
Massachusetts
$16.9K -$1.85K -7 -10%
CFP
1530
Comprehensive Financial Planning
Pennsylvania
$16.8K
BWL
1531
Bogart Wealth LLC
Virginia
$16.4K +$2.91K +11 +22%
AWM
1532
Activest Wealth Management
Florida
$16.1K +$15.6K +59 +2,950%
KA
1533
Kozak & Associates
Colorado
$15.8K
IHWM
1534
Iron Horse Wealth Management
Iowa
$15.3K +$15.3K +58 New
CWM
1535
CarsonAllaria Wealth Management
Illinois
$14.9K
CWM
1536
Centricity Wealth Management
Ohio
$14.8K
MAM
1537
Morse Asset Management
Connecticut
$14K +$14K +53 New
CAM
1538
Costello Asset Management
Pennsylvania
$14K +$14K +53 New
HWP
1539
Highline Wealth Partners
California
$13.5K +$1.59K +6 +13%
RMP
1540
Richards, Merrill & Peterson
Washington
$13.2K
MHR
1541
Matthew Hamilton Rosenberg
$13.2K
MCI
1542
MRP Capital Investments
Georgia
$13.2K +$13.2K +50 New
AFG
1543
Albion Financial Group
Utah
$12.2K
CWM
1544
Cranbrook Wealth Management
Michigan
$12.2K
MAS
1545
MPWM Advisory Solutions
Georgia
$12.2K
NEWAS
1546
N.E.W. Advisory Services
Wisconsin
$12.2K +$12.2K +46 New
MTIC
1547
Missouri Trust & Investment Company
Missouri
$11.9K
CFFP
1548
Center for Financial Planning
Michigan
$11.9K
FPF
1549
First Pacific Financial
Washington
$11.9K +$11.9K +45 New
PWM
1550
Proathlete Wealth Management
Florida
$11.4K +$11.4K +43 New