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Travelers Companies

1,770 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, 645 increasing their positions, 631 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,770
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
CFP
1676
Comprehensive Financial Planning
Pennsylvania
$18.8K
TC
1677
Truvestments Capital
Florida
$18.1K
EI
1678
EFG International
$17.8K
RF
1679
Rossby Financial
Florida
$17.7K
WA
1680
Westfuller Advisors
New York
$17.5K
SFAM
1681
Sawyer Falduto Asset Management
Illinois
$17.5K
AW
1682
Avion Wealth
Texas
$17K
PMIM
1683
Prudent Man Investment Management
Colorado
$16.8K
UFPG
1684
United Financial Planning Group
New York
$16K
SFCL
1685
Strengthening Families & Communities LLC
Massachusetts
$16K
WBC
1686
West Branch Capital
Massachusetts
$15.8K
AG
1687
AmeriFlex Group
Nevada
$15.6K
RWM
1688
RMG Wealth Management
Wisconsin
$15.5K
CAM
1689
Costello Asset Management
Pennsylvania
$15.4K
RWM
1690
Rialto Wealth Management
New York
$15.2K
SEP
1691
Signature Equity Partners
Ohio
$14.9K
MAM
1692
Morse Asset Management
Connecticut
$14.9K
WETS
1693
Wealth Enhancement Trust Services
South Dakota
$14.6K
MHR
1694
Matthew Hamilton Rosenberg
$14.6K
MGI
1695
Miller Global Investments
Texas
$14.6K
AAG
1696
Accordant Advisory Group
Maryland
$14K
CT
1697
Clearstead Trust
Maine
$13.4K
CWM
1698
Cranbrook Wealth Management
Michigan
$13.4K
NEWAS
1699
N.E.W. Advisory Services
Wisconsin
$13.4K
CFFP
1700
Center for Financial Planning
Michigan
$13.1K