Mexico | Migration of the Monarch Butterflies

with Susan Meyers and Kim Bailey
Date:
Feb 15 - Feb 21, 2025
Duration:
7 Days
Price:
From $3,200
Interests:
Join Waitlist This departure is SOLD OUT Print Itinerary

About this trip

One of the most amazing phenomena in nature is the epic annual migration of eastern Monarch butterflies (Danaus plexippus) southward from their breeding grounds in the United States and Canada to overwintering sites high in the mountains of central Mexico. Hundreds of millions of Monarchs fly up to 3000 miles to eventually reach the belt of high volcanic mountains which stretches across the southern end of the central Mexican plateau. At about a dozen isolated places within the high-altitude forests of this zone, Monarchs pass the winter in aggregations that can exceed 2 billion individual butterflies. Stand amid the fir-covered mountains and witness this awe-inspiring spectacle firsthand as the monarchs flutter, dip, and swoop overhead.

Highlights

  • Spend time exploring the city of Morelia and take in its rich culture and history.
  • Hike or ride horseback to three different monarch reserves, where millions of individual monarch butterflies gather.
  • Photograph the dramatic colors of the butterflies as they hang in clusters from the trees, drink from streams, feed on wildflowers, and soar in the air above.
  • Spend time exploring colonial Angangueo, which was once a mining town but now derives most of its livelihood from butterfly ecotourism and agriculture. 

Meet Your Leaders

Susan Meyers

After visiting the Mexican overwintering colonies with Dr. Bill Calvert in March 2003, Susan began volunteering with Monarchs Across Georgia (MAG), a committee of the Environmental Education Alliance of Georgia. She facilitates educator workshops using the Monarchs & More curriculum and incorporates community science projects such as Monarch Larva Monitoring Project, Journey North tracking, Monarch Watch tagging, and Project Monarch Health. She administered MAG's Pollinator Habitat Restoration Grants (2012-2020) through the US Fish and Wildlife Service and was honored with a Conservation Partner Award for her work with monarchs. 

Organizing trips to the Mexican overwintering colonies since 2004, she initiated the Mexico Book Project, bringing books written in Spanish to schools near the sanctuaries. In 2018, Susan was selected to coordinate the Symbolic Monarch Migration, a 22-year-old program created by Journey North. This annual tri-national project mimics the monarchs’ journey by engaging thousands of youth from across the United States and Canada in creating paper butterflies to send to the students in Mexico. As real-life monarchs arrive in Mexico for the winter, these symbolic monarchs are delivered to schools surrounding the Monarch Butterfly Biosphere Reserve. In the spring, as living monarchs return north so will the paper butterflies carrying messages from the students in Mexico.

 Susan received her BS in Microbiology and MS in Environmental Science from Louisiana State University, Baton Rouge, and Florida Institute of Technology, Melbourne respectively. She retired in 2012 as an instructor from Stone Mountain Memorial Association where she taught K-12 students a variety of science-based lessons from geology to life cycles. Susan is also a Georgia Master Gardener, Master Naturalist, and certified Environmental Educator.

Kim Bailey

Working in the field of education for over 25 years, Kim has enjoyed a wide range of experiences including teaching middle school life science classes, leading wilderness adventure trips, directing outdoor environmental education programs, and training teachers and naturalists.  She has also volunteered for Master Gardeners, Master Pomologists, Georgia Native Plant Society, Monarch Across Georgia, Bee City USA, and National Wildlife Federation’s Habitat Stewards. She first visited the monarch overwintering sanctuaries in Mexico in 2002 and has since co-led many trips to the monarch biosphere region. Over the years, she became enamored with natural history of Michoacán as well as its many cultural and culinary delights.   

In 2014, Kim moved to family property located in the mountains of Western North Carolina and founded Milkweed Meadows Farm. Generations ago, the land was a working dairy farm.  Today, instead of producing milk, the farm grows milkweed, specialty fruits such as pawpaw and native passion fruit, pollinator-friendly potted plants, heirloom vegetable seeds, wildflower seeds, and cut flowers.  Kim not only enjoys gardening for bees, butterflies, hummingbirds, and other wildlife at the farm, but loves sharing knowledge about creating pollinator habitats with others. She has a true passion for pollinators and is a frequent speaker at local and regional symposia, events, and schools. Educational programs and/or farm tours for groups are also regularly scheduled onsite at Milkweed Meadows.  

Kim holds a BS in Biology and Secondary Education and a MS in Curriculum and Instruction.  When not out digging in the dirt or selling plants at local farmers markets and garden festivals, she enjoys hiking local trails with her two Carolina dogs, trying out new recipes as part of an adventuresome cooking club, and attempting to fly fish. 
 

 

Land Cost

$3,200

Per person

About this price

Land cost only. Does not include round-trip airfare to and from destination.

Single room supplement $550

What makes us different

Rich content

All of our programs include experiences that are enriching and engaging to facilitate a genuine connection between our travelers and their destinations

Wildlife up-close

Enjoy up-close observation of the behaviors and interactions of wildlife in their native habitats

Value for your money

Travel should be for everyone, that’s why we work hard to provide the highest quality content, itineraries and guides at affordable prices

Expert guides

We take pride in hiring local guides who are carefully selected for their knowledge, sensitivity and skill in the field

Flight arrangements

We’re a full service travel provider and are happy to assist with making your flight arrangements if desired

Service anytime

Enjoy worry-free travel — our emergency line is monitored 24/7/365 so we can assist you if any problems arise while you’re traveling with us

Daily Itinerary

Print Itinerary
Morelia
Upon arrival at the airport you will be met and transferred to Hotel NaNa Vida located in the heart of the city near the Cathedral and Plaza de Armas. Late this afternoon, the program officially starts with a Program Orientation by your guide and then a talk about Monarch Biology by Susan Meyers, and a talk by Alejandro about local conservation efforts and local cultural significance of the Monarchs. Transfer to La Azotea for dinner. Please plan to arrive before 3:30pm.
Dinner included
NaNa Vida Hotel
Morelia
After breakfast take a guided walking tour of Morelia. The city dates back to the 16th century and is a great example of urban planning that combines Spanish Renaissance and Mesoamerican architecture. Visit landmarks like the Clavijero Palace, the mile-long aqueduct, and the Tarascas Fountain while learning about the city's rich history. Enjoy lunch in historic downtown and then have time to explore a little more.
Breakfast-Lunch-Dinner included
NaNa Vida Hotel
Angangueo
After breakfast, depart for Sierra Chincua Butterfly Sanctuary. En route, pickup boxed lunches from Lupita's. After the 2.5 hour drive, enter the sanctuary and hike up the mountain to about 10,000 feet. Horses will be available to rent for a portion of the trail. The cost is about 1200 Mexican pesos each way, cash only. Some walking will be required but can be completed at your own pace. Once you reach the site where the Monarch colony is located, you will have the afternoon to enjoy and photograph the spectacular colony. Please note that there are no restrooms in the reserve and they are located at the bottom of the mountain. There will be time to visit small shops and cafes located at the entrance area. In the late afternoon, travel to Hotel Don Bruno in Angangueo where you will have free time to enjoy the hotel gardens, walk, and photograph the interesting scenes and people of the town.
Breakfast-Lunch-Dinner included
Hotel Don Bruno
Cerro Pelon
This morning check out of the hotel to visit the Monarch site of El Rosario. Estela Romero will join us this morning and there will be a stop at a local school for a visit of approximately 1 hour. After the school visit, we will continue to El Rosario; this large overwintering colony normally contains well over 100 million adult Monarchs and has an excellent trail system winding through the fir-covered slopes on which the colony is located. Additionally, there is a nearby stream where the butterflies may fly at midday to drink water. At this time of year, they may take flight for an hour or more to find water, nectar, etc., before returning to their roost on the tree limbs or trunks. The hike to reach the colony may again reach up to 10,000 feet and will require hiking up the mountain. The hike will be at your own pace and birding can be done along the way. A portion of the hike can again be done by horseback rental. Once at the site, the day will be spent enjoying the colony with a boxed lunch to be eaten at your leisure. Restrooms are located at the bottom of the mountain and not in the reserve. In the late afternoon, we will bid Estela farewell in Ocampo and continue to the Cerro Pelon Butterfly B&B near the entrance to the Cerro Pelon Butterfly Sanctuary.
Breakfast-Lunch-Dinner included
Cerro Pelon Butterfly B&B
Cerro Pelon
After breakfast, visit Cerro Pelon.
Breakfast-Lunch-Dinner included
Cerro Pelon Butterfly B&B
Morelia
This morning, return to Morelia, arriving in the afternoon. Have boxed lunch from Cerro Pelon B&B or stop at El Titanic en route. After lunch, check into Hotel Casino, an 18th century mansion located in the heart of downtown near the Cathedral of Morelia. The remainder of the afternoon will be free to explore, go shopping or take stroll through the Plaza de Armas. This evening farewell dinner at the hotel.
Breakfast-Lunch-Dinner included
Hotel Casino
Transfer to the airport for your flight home.
Breakfast- included
Land Cost

$3,200

Per person

About this price

Land cost only. Does not include round-trip airfare to and from destination.

Single room supplement $550

What's Included
  • Activities and meals as mentioned in itinerary
  • Full time guide for the duration of your program
  • Private transportation and driver for the duration of the program
  • All Tips except Guide and Driver
  • Arrival and departure transfers based on individual flight schedules
  • Carbon Offset
  • Non alcoholic beverage with meals
  • Horseback ride during visit to Cerro Pelon Reserve
What's Not Included
  • International airfare
  • Items of personal nature
  • Tips for guide and driver
  • Travel Insurance
  • Horseback ride during visits to Sierra Chincua and El Rosario
Pricing Details
Cost is based on a minimum of 8 participants in double occupancy.

Full land payment of $3200 is due to hold space on this trip. This payment is not refundable; 100% cancellation fee.

Holbrook Travel strongly recommends the purchase of travel protection for medical emergencies while traveling and to protect your investment. Please note the purchase of Cancel for Any Reason Coverage or to exclude pre-existing conditions with Trip Cancellation coverage may require policy purchase within 10-14 days of your initial deposit, depending upon the provider.

Single room supplement $550


Final payment due date: August 30, 2024

Travel Info

Print Travel Info

Activity Level 4: Moderate-Strenuous

This journey is for fit and active nature enthusiasts. Daily activities last for 5 or more hours. There are challenging excursions to butterfly colonies that may require walking for approximately 2 miles at altitudes of up to 10,660 feet on some trails that are narrow and rugged. These may involve both steep uphill and downhill hikes of 30 minutes or more (hiking at your own pace), and require horseback riding for part of the way; please note there is a maximum weight limit of approximately 260 lbs to ride the horses. Restrooms are only available at the base of the mountain. Weather in the Central Highlands during the migration is typically cool and dry with average temperatures in the 50s. Though days are typically sunny, there can be some windy conditions, and nights occasionally drop below 30°F. Also included are walking tours in provincial towns.

Safety & Risk Management

Please note that this program visits the Mexican state of Michoacán, which the U.S. State Department has long designated a Travel Advisory Level 4 due to criminal activity. Holbrook has operated programs to view the monarch migration in these locations for many years without incident, and we have strict safety protocols in place for all our destinations. However, it is ultimately up to each traveler to make their own assessment regarding safety and risk. Travelers are advised to visit https://travel.state.gov for more information.

Entry & Exit Requirements

U.S. citizens must have a valid passport to enter Mexico. Passports must be valid for at least the duration of your stay. As this requirement is subject to change at any time without notice, we recommend at least 6 months’ validity. A passport card is not acceptable for entry to the U.S. by air.

If you are not traveling with a U.S. passport, please check with the Mexican Embassy for the requirements based on your nationality.

Health Information

COVID-19 TESTING

If symptoms are present or you have recently been exposed to another person with a confirmed case of COVID-19, you will be subject to a test. If the test is positive, isolation will be required at your own expense.  If your travel is delayed due to a positive test result, Holbrook and our in-country partners will assist you to make the necessary arrangements for isolation. You may not rejoin your group until you have two sequential negative antigen tests 48 hours apart.

IMMUNIZATIONS

The Centers for Disease Control recommends that all travelers be up to date on routine vaccinations such as measles-mumps-rubella (MMR) vaccine, diphtheria-pertussis-tetanus vaccine, varicella (chicken pox) vaccine, and your yearly flu shot before every trip.

There are no vaccinations required for entry into Mexico. Though not required, the CDC recommends inoculation against hepatitis A, hepatitis B, and typhoid for most unvaccinated travelers to Mexico.

Please consult your physician for additional information and recommendations based on your individual circumstances.

MALARIA

The CDC does not consider travelers to the Mexican state of Michoacán to be at risk for malaria.

Dengue Fever & Other Insect-borne Illnesses

Locally transmitted cases of dengue fever have been reported in Mexico. Local transmission means that mosquitoes in the area have been infected with the virus and are spreading it to people. In addition, locally transmitted cases of leishmaniasis, Zika virus, and other insect-borne illnesses have been reported in Mexico.

There are no vaccinations available to protect against dengue, leishmaniasis, or Zika. The CDC recommends that travelers to Mexico protect themselves against insect bites. Cover exposed skin with lightweight, long-sleeved shirts and pants and use an insect repellent containing an active ingredient like DEET or picaridin. Apply sunscreen first, followed by the repellent (preferably 20 minutes later). As a precaution, the CDC advises women who are pregnant to consider postponing travel to any area where Zika virus transmission is ongoing.

Altitude Sickness

The high elevations of Michoacán might cause some travelers to experience altitude sickness during this program. Please discuss appropriate preventative measures with your personal physician prior to travel.

The most common form of the illness is acute mountain sickness (AMS). Symptoms generally include: headache, fatigue, loss of appetite, nausea, and at times, vomiting. The two more serious, and less common, forms of altitude illness are high-cerebral edema (HACE) and high-altitude pulmonary edema (HAPE). HACE and HAPE can be potentially fatal if left untreated. Symptoms include: profound lethargy, extreme confusion, and increased breathlessness.

To alleviate symptoms of altitude sickness: stay hydrated and well-rested; eat high-carbohydrate foods; and avoid heavy, fatty foods, alcohol, sleeping pills, or narcotics during travel and in the days before arrival. Avoid heavy exercise while staying at high elevations.

Visit the CDC website for more information.

Travelers’ Diarrhea

The CDC warns that travelers’ diarrhea is the most common travel-related illness. Consumption of contaminated food and water may cause diarrhea. To avoid this, do not drink tap water, and use bottled water to brush your teeth. Avoid ice and uncooked vegetables or fruit without a peel. When in doubt, ask your guide. Restrict yourself to cooked food at restaurants, and avoid food sold on the streets. If you contract diarrhea, it is very important to drink large quantities of purified water. Consult your doctor for appropriate medication should you contract diarrhea.

SUN EXPOSURE

The effects of the sun can be damaging to the eyes and skin. Spending time outdoors exposes you to the sun’s harmful ultraviolet (UV) rays, even on cloudy days. To protect yourself from the sun, use a broad spectrum sunscreen of at least SPF 15, protect skin with clothing, wear a wide-brimmed hat and sunglasses, and drink plenty of fluids.

Respiratory Illness Protocols

Please review our Respiratory Illness Protocols page, which explains our policy and procedures if you or another traveler should develop symptoms of a respiratory illness during your trip. Your participation in a Holbrook Travel program indicates that you are in agreement with these protocols.

Resources

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Suggested Packing List

Everyone has personal preferences when it comes to packing; for this reason, the information below is offered as a general guide and not a definitive list. You know yourself best: Use your discretion and pack what you think will serve you, based on your personal preferences and specific itinerary.

You may find many of these items in our Gear Store.

CLOTHING

Casual, comfortable field clothes are suitable for visits to the monarch sites and most other activities. You may wish to bring one or two slightly nicer, but still casual, outfits for your time in Morelia.

Bring enough clothing suitable for the length of your program. Make sure to bring warm clothes, as the temperatures at 10,000 feet can be at or below 30 °F in the early morning. It can also be windy on the mountains. Layering is strongly encouraged, as the mid-day temperatures may be in the 60s or 70s. The climate in Morelia is warm and temperate. Versatility is key.

  • A combination of short-sleeved and long-sleeved shirts suitable for layering
  • A combination of light- and medium-weight long pants (such as jeans, khakis, or field pants)
  • Undergarments; long underwear and warm socks may be useful at night, as the rooms at Hotel Don Bruno are unheated and could get rather cold
  • Warm sleepwear
  • Parka or other outerwear: Temperatures may be near freezing for the first hour or two of the day.
  • Socks – Bring extra pairs.
  • Shoes – You'll likely want at least one pair of hiking boots for dusty forest trails or riding horseback (if desired), and/or a pair of comfortable, well-worn, closed-toe shoes with rubber soles suitable for walking on cobblestone streets, gravel paths, and uneven surfaces. In addition, you may want a pair of sturdy sport-strap sandals (e.g. Keens, Tevas, or similar) and/or casual flip-flops or sandals.
  • Rain gear – Rain is infrequent this time of year, but a lightweight rain jacket or hooded poncho comes in handy should a slight drizzle or snow flurry occur. It also makes a great layer for added warmth.
  • Cap or wool hat
  • Bandana, scarf, or neck gaiter – These can be helpful on dusty trails.
  • Gloves
  • Hand warmers – Hand warmers are small, heated pouches found in outdoor sections of many large retail stores as well as specialty sports and camping stores. When you open their packaging, the oxygen reacts with the powder inside the pouches to create heat, and after about 30 minutes they heat up to 120 °F, last for about 6-10 hours, and provide considerable warmth. They come in a variety of sizes and are inexpensive. These have been very popular with travelers in the past and are another way to ensure that you are comfortable during the cool mornings and nights. Due to current security regulations at airports, we recommend you pack these in your checked luggage, NOT your carry-on bag.

Personal Toiletries

Pack toiletries based on your personal preferences and habits. Below are just a few recommendations to keep in mind.

  • Shampoo, conditioner, lotion, deodorant/antiperspirant , etc. – All hotels provide shampoo and soap, but you may wish to bring your own from home if you prefer. If possible, avoid strong fragrances in consideration of your fellow travelers.
  • Soap and washcloth or a small, quick-drying microfiber towel – These items are not always standard in hotels outside the US, so you may wish to bring them with you.
  • Hairbrush, comb, hair ties, shower cap
  • Toothbrush and toothpaste
  • Razor
  • Ear plugs, especially if you are a light sleeper
  • Personal hygiene products
  • Insect repellent with an active ingredient like DEET or picaridin
  • Sunscreen and lip balm with SPF – There is a chance for sunburn when on the mountain
  • A travel pack of tissues – also useful as napkins or toilet paper if needed, as it may not be available at all stops

In addition to your personal toiletries, it is useful to pack a small medical kit, which you can easily prepare. Helpful items might include: bandages, antihistamine, a pain reliever (may be helpful for altitude headaches), motion sickness and/or altitude sickness medication (if you are prone to either), anti-diarrhea medicine, individually wrapped pre-moistened towelettes and/or hand sanitizer, antibiotic ointment, anti-fungal cream, moleskin for blisters, eye drops, tweezers, a mini sewing kit, and an extra pair of disposable contact lenses or eyeglasses if you wear them.

MISCELLANEOUS

Remember to pack valuables such as your passport, cash/credit cards, and medications in your carry-on luggage.

  • Passport and photocopies of all travel documentation
  • Personal insurance card and travel insurance information
  • Money – ATM/credit card and cash; small bills in good condition are recommended
  • Prescription medicines (if applicable), with a copy of the prescription
  • Sunglasses with strap
  • Small day pack for carrying water, camera gear, rain gear, clothing layers, etc. during monarch site visits
  • Flashlight and/or head lamp
  • Travel alarm clock or inexpensive wristwatch with alarm – Not all hotels provide alarm clocks.
  • A pocket calculator or phone to assist with conversions and currency exchange
  • Hot water bottle (to help warm your bed at Hotel Don Bruno
  • Binoculars with lens cleaner
  • Camera and related equipment, such as charger, lenses, and extra memory cards – Be prepared to pay an extra park fee for use of a video camera (anything that looks professional-level) while in the parks.
  • Reusable water bottle – Plan to buy bottled water, but you may wish to bring an extra container for refilling
  • Non-perishable snacks
  • Pocket-knife or multipurpose tool – Pack in your checked luggage
  • Notepad or travel journal and pen
  • Music or reading material for down time, long bus drives, or on the airplane, and a portable bright light to read by
  • Collapsible walking stick with rubber tip
  • Zip-top style bags – useful for packing toiletries, sorting clothing, storing damp or muddy shoes, or as a dry bag for protecting electronics
  • Money belt
  • Chargers for electronics
"Amazing experience. Loved everything about this trip. The day at El Rosario was absolutely incredible."
- Leslie B.
Mexico , 2023
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