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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 %
MFA
1576
McClarren Financial Advisors
Pennsylvania
$4K +$4K +17 New
GC
1577
Garde Capital
Washington
$3.97K +$3.97K +15 New
DWM
1578
Dogwood Wealth Management
Kansas
$3.97K +$3.97K +15 New
TFM
1579
TFC Financial Management
Massachusetts
$3.44K
WCM
1580
WealthTrak Capital Management
Virginia
$3.44K +$529 +2 +18%
LWMI
1581
Legacy Wealth Management (Idaho)
Idaho
$3.17K
PP
1582
PFS Partners
New Jersey
$2.65K
STB
1583
S&T Bank
Pennsylvania
$2.65K
PA
1584
PSI Advisors
Florida
$2.65K
TIM
1585
Thompson Investment Management
Wisconsin
$2.12K
WW
1586
Winnow Wealth
Texas
$1.92K +$720 +3 +60%
BIM
1587
Breakwater Investment Management
Washington
$1.85K
MAFA
1588
MJT & Associates Financial Advisory
Minnesota
$1.85K +$1.85K +7 New
CT
1589
Clearstead Trust
Maine
$1.85K +$1.85K +7 New
PWM
1590
Parkworth Wealth Management
California
$1.85K
WA
1591
WestEnd Advisors
North Carolina
$1.85K +$1.32K +5 +250%
BHWM
1592
Bay Harbor Wealth Management
Maryland
$1.85K +$1.85K +7 New
IWP
1593
IAG Wealth Partners
Wisconsin
$1.85K +$1.85K +7 New
PWA
1594
Principia Wealth Advisory
Texas
$1.74K +$248 +1 +17%
AP
1595
Aspect Partners
Virginia
$1.59K
CIAS
1596
CBIZ Investment Advisory Services
Ohio
$1.59K +$1.59K +6 New
HWA
1597
HHM Wealth Advisors
Tennessee
$1.32K
HIA
1598
HFM Investment Advisors
New Jersey
$1.32K +$1.32K +5 New
OCM
1599
Osterweis Capital Management
California
$1.32K +$1.32K +5 New
MSWA
1600
Marshall & Sterling Wealth Advisors
New York
$1.07K -$267 -1 -20%