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Travelers Companies

1,785 hedge funds and large institutions have $52B invested in Travelers Companies in 2026 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 650 increasing their positions, 640 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 114

27% more call options, than puts

Call options by funds: $98.8M | Put options by funds: $77.7M

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

2% more repeat investments, than reductions

Existing positions increased: 650 | Existing positions reduced: 640

1% more funds holding

Funds holding: 1,7701,785 (+15)

0.64% less ownership

Funds ownership: 83.15%82.51% (-0.64%)

3% less capital invested

Capital invested by funds: $53.8B → $52B (-$1.73B)

Holders
1,785
Holders Change
+15
Holders Change %
+0.85%
% of All Funds
21.96%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.16%
New
162
Increased
650
Reduced
640
Closed
114
Calls
$98.8M
Puts
$77.7M
Net Calls
+$21.1M
Net Calls Change
-$26.2M
Name Holding Trade Value Shares
Change
Change in
Stake
WBC
1701
West Branch Capital
Massachusetts
$15.8K
AG
1702
AmeriFlex Group
Nevada
$15.6K
RWM
1703
RMG Wealth Management
Wisconsin
$15.5K
CAM
1704
Costello Asset Management
Pennsylvania
$15.4K
RWM
1705
Rialto Wealth Management
New York
$15.2K +$1.76K +6 +13%
SEP
1706
Signature Equity Partners
Ohio
$14.9K -$586 -2 -4%
MAM
1707
Morse Asset Management
Connecticut
$14.9K -$586 -2 -4%
WETS
1708
Wealth Enhancement Trust Services
South Dakota
$14.6K -$4.1K -14 -22%
MHR
1709
Matthew Hamilton Rosenberg
$14.6K
MGI
1710
Miller Global Investments
Texas
$14.6K
AAG
1711
Accordant Advisory Group
Maryland
$14K +$5.86K +20 +71%
CT
1712
Clearstead Trust
Maine
$13.4K
CWM
1713
Cranbrook Wealth Management
Michigan
$13.4K
NEWAS
1714
N.E.W. Advisory Services
Wisconsin
$13.4K
CFFP
1715
Center for Financial Planning
Michigan
$13.1K
PWM
1716
Proathlete Wealth Management
Florida
$12.5K
KFP
1717
Kerr Financial Planning
California
$12.4K
MAM
1718
Meeder Asset Management
Ohio
$12.3K -$4.98K -17 -29%
ECA
1719
Elevated Capital Advisors
Utah
$12.3K
AIC
1720
Archer Investment Corporation
Indiana
$12K
BHWM
1721
Bay Harbor Wealth Management
Maryland
$12K +$2.64K +9 +28%
MTIC
1722
Missouri Trust & Investment Company
Missouri
$11.7K -$1.47K -5 -11%
CWIG
1723
Chung Wu Investment Group
Texas
$11.7K
EFMH
1724
E Fund Management (HK)
Hong Kong
$11.7K +$11.1K +38 +1,900%
DPW
1725
DiNuzzo Private Wealth
Pennsylvania
$11.4K

TRV Hedge Fund Activity: Q1 2026 in Review

1,785 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in Travelers Companies (TRV) for Q1 2026, worth a combined $52B — down 3.2% from $53.8B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new TRV positions and 114 closed out — a net gain of 48 holders — while 650 added to existing stakes and 640 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $219M. The largest seller was JP Morgan Chase, cutting an estimated $1.01B.

  • 1,785 institutional investors held Travelers Companies (TRV) as of Q1 2026, up from 1,770 in Q4 2025.
  • Funds reported $52B of Travelers Companies stock for Q1 2026, down 3.2% quarter-over-quarter.
  • 162 funds opened new Travelers Companies positions in Q1 2026 and 114 closed out, a net change of +48 holders.
  • The largest Travelers Companies buyer in Q1 2026 was AQR Capital Management, an estimated $219M added.
  • The largest Travelers Companies seller in Q1 2026 was JP Morgan Chase, an estimated $1.01B sold.

Based on aggregated 13F filings for Q1 2026.