Travelers Companies, Inc.
TRV- 交易所
- NYSE
- 產業
- Fire, Marine & Casualty Insurance
- SEC CIK
- 0000086312
近 90 天,Travelers Companies, Inc. 內部人申報 0 筆公開市場買進、9 筆賣出;2026 年第 2 季末有 1,869 家機構在 13F 申報持有,市值合計 $610.2 億;大師中只有Semper Augustus持有。
2023 年第 2 季 13F 持有人
Travelers Companies, Inc. 在 2023/6/30 季末的機構持股。管理 1 億美元以上美股的機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 1,288
- 較 2023 年第 1 季 +26 家
- 持有股數
- 1.88 億
- 較 2023 年第 1 季 −190.4 萬 (−1.0%)
- 總市值
- $324.9 億
- 較 2023 年第 1 季 +$2.34 億 (+0.7%)
- 新進機構
- 118
- 另有 463 家加碼
- 清倉機構
- 92
- 另有 461 家減碼
另有 8 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 季 13F:沒申報不算清倉,也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起,每季在 13F 申報持有 TRV 的機構家數與合計市值。市值是各季季末的申報市值,也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 1,869 | $610.2 億 |
| 2026 年第 1 季 | 1,805 | $521.1 億 |
| 2025 年第 4 季 | 1,780 | $537.5 億 |
| 2025 年第 3 季 | 1,681 | $519.3 億 |
| 2025 年第 2 季 | 1,639 | $507.1 億 |
| 2025 年第 1 季 | 1,645 | $497.7 億 |
| 2024 年第 4 季 | 1,590 | $456.5 億 |
| 2024 年第 3 季 | 1,471 | $440.4 億 |
| 2024 年第 2 季 | 1,415 | $387.6 億 |
| 2024 年第 1 季 | 1,452 | $435.9 億 |
| 2023 年第 4 季 | 1,334 | $360.0 億 |
| 2023 年第 3 季 | 1,260 | $304.8 億 |
| 2023 年第 2 季 | 1,288 | $324.9 億 |
| 2023 年第 1 季 | 1,270 | $322.6 億 |
| 2022 年第 4 季 | 1,304 | $359.5 億 |
| 2022 年第 3 季 | 1,204 | $296.5 億 |
| 2022 年第 2 季 | 1,222 | $330.6 億 |
| 2022 年第 1 季 | 1,277 | $360.0 億 |
| 2021 年第 4 季 | 1,229 | $313.2 億 |
| 2021 年第 3 季 | 1,137 | $310.6 億 |
| 2021 年第 2 季 | 1,138 | $309.6 億 |
| 2021 年第 1 季 | 1,172 | $314.9 億 |
2023 年第 2 季持有機構
每家機構持有 Travelers Companies, Inc. 的股數、市值與佔組合比重;股數變化跟 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| First Nebraska Trust Co | 1,370 | $23.8 萬 | 0.03% | 00.0% | 不變 |
| Henrickson Nauta Wealth Advisors, Inc. | 1,373 | $23.8 萬 | 0.16% | 00.0% | 不變 |
| Anchor Investment Management, LLC | 1,375 | $23.9 萬 | 0.03% | −50−3.5% | 減碼 |
| Caldwell Trust Co | 1,378 | $23.9 萬 | 0.03% | +93+7.2% | 加碼 |
| Earnest Partners LLC | 1,401 | $24.3 萬 | 0.00% | −12−0.8% | 減碼 |
| Eagle Ridge Investment Management | 1,401 | $24.3 萬 | 0.03% | 00.0% | 不變 |
| Oak Associates, Ltd | 1,403 | $24.4 萬 | 0.02% | −1,440−50.7% | 減碼 |
| Peachtree Investment Partners, LLC | 1,407 | $24.4 萬 | 0.11% | −32−2.2% | 減碼 |
| Virginia Wealth Management Group, Inc. | 1,410 | $24.5 萬 | 0.17% | +8+0.6% | 加碼 |
| Colonial Trust Co | 1,415 | $24.6 萬 | 0.06% | −161−10.2% | 減碼 |
| HRT Financial LP | 1,421 | $24.6 萬 | 0.00% | −11,944−89.4% | 減碼 |
| Wealth Effects LLC | 1,418 | $24.6 萬 | 0.11% | −81−5.4% | 減碼 |
| New Hampshire Trust | 1,428 | $24.8 萬 | 0.06% | +84+6.3% | 加碼 |
| Advisory Research Inc | 1,429 | $24.8 萬 | 0.03% | +1,429 | 新進 |
| Tiemann Investment Advisors, LLC | 1,435 | $24.9 萬 | 0.13% | −15−1.0% | 減碼 |
| Schear Investment Advisers, LLC | 1,439 | $25.0 萬 | 0.26% | −20−1.4% | 減碼 |
| Fairhaven Wealth Management, LLC | 1,444 | $25.1 萬 | 0.10% | +1,444 | 新進 |
| Congress Wealth Management LLC | 1,453 | $25.2 萬 | 0.01% | +113+8.4% | 加碼 |
| Wedmont Private Capital | 1,527 | $25.3 萬 | 0.03% | +216+16.5% | 加碼 |
| Centiva Capital, LP | 1,470 | $25.5 萬 | 0.01% | −10,909−88.1% | 減碼 |
| American Trust | 1,475 | $25.6 萬 | 0.02% | −144−8.9% | 減碼 |
| Mutual Advisors, LLC | 1,478 | $25.7 萬 | 0.01% | +96+6.9% | 加碼 |
| Proficio Capital Partners LLC | 1,482 | $25.7 萬 | 0.04% | −370−20.0% | 減碼 |
| Daymark Wealth Partners, LLC | 1,482 | $25.7 萬 | 0.02% | +1,482 | 新進 |
| Advisors Capital Management, LLC | 1,487 | $25.8 萬 | 0.01% | −47−3.1% | 減碼 |
| Windsor Capital Management, LLC | 1,486 | $25.8 萬 | 0.09% | +11+0.7% | 加碼 |
| Renaissance Group LLC | 1,487 | $25.8 萬 | 0.01% | +146+10.9% | 加碼 |
| Thomasville National Bank | 1,490 | $25.9 萬 | 0.02% | 00.0% | 不變 |
| Simmons Bank | 1,495 | $26.0 萬 | 0.02% | −78−5.0% | 減碼 |
| All Terrain Financial Advisors, LLC | 1,495 | $26.0 萬 | 0.12% | 00.0% | 不變 |
| Sloy Dahl & Holst, LLC | 1,499 | $26.0 萬 | 0.05% | 00.0% | 不變 |
| Fiera Capital Corp | 1,501 | $26.1 萬 | 0.00% | +1,501 | 新進 |
| Insigneo Advisory Services, LLC | 1,503 | $26.1 萬 | 0.05% | +1,503 | 新進 |
| CX Institutional | 1,514 | $26.3 萬 | 0.01% | +1,514 | 新進 |
| Avantax Planning Partners, Inc. | 1,515 | $26.3 萬 | 0.01% | +28+1.9% | 加碼 |
| Carr Financial Group Corp | 1,517 | $26.3 萬 | 0.11% | 00.0% | 不變 |
| McKinley Carter Wealth Services, Inc. | 1,517 | $26.3 萬 | 0.02% | 00.0% | 不變 |
| Wellington Shields & Co., LLC | 1,520 | $26.4 萬 | 0.06% | −4−0.3% | 減碼 |
| Aspen Investment Management Inc | 1,522 | $26.4 萬 | 0.16% | 00.0% | 不變 |
| Eagle Harbor Asset Management Inc | 1,522 | $26.4 萬 | 0.35% | 00.0% | 不變 |
| Shelton Capital Management | 1,523 | $26.4 萬 | 0.01% | +76+5.3% | 加碼 |
| Sandy Spring Bank | 1,528 | $26.5 萬 | 0.01% | −751−33.0% | 減碼 |
| Heritage Wealth Advisors | 1,548 | $26.9 萬 | 0.01% | 00.0% | 不變 |
| PrairieView Partners, LLC | 1,550 | $26.9 萬 | 0.04% | +1,550 | 新進 |
| D L Carlson Investment Group Inc | 1,551 | $26.9 萬 | 0.05% | −101−6.1% | 減碼 |
| Randolph Co Inc | 1,555 | $27.0 萬 | 0.04% | −22−1.4% | 減碼 |
| Sentry Investment Management LLC | 1,561 | $27.1 萬 | 0.10% | 00.0% | 不變 |
| Burke & Herbert Bank & Trust Co | 1,562 | $27.1 萬 | 0.18% | 00.0% | 不變 |
| Eudaimonia Partners, LLC | 1,564 | $27.2 萬 | 0.06% | +1,564 | 新進 |
| Csenge Advisory Group | 1,567 | $27.2 萬 | 0.02% | +3+0.2% | 加碼 |
| TrinityPoint Wealth, LLC | 1,568 | $27.2 萬 | 0.05% | +1+0.1% | 加碼 |
| Monument Capital Management | 1,570 | $27.3 萬 | 0.09% | +227+16.9% | 加碼 |
| Jump Financial, LLC | 1,571 | $27.3 萬 | 0.01% | +1,571 | 新進 |
| Somerville Kurt F | 1,575 | $27.4 萬 | 0.05% | 00.0% | 不變 |
| Arete Wealth Advisors, LLC | 1,577 | $27.4 萬 | 0.02% | +1,577 | 新進 |
| Essex Savings Bank | 1,579 | $27.4 萬 | 0.09% | 00.0% | 不變 |
| Northwest Quadrant Wealth Management, LLC | 1,580 | $27.4 萬 | 0.08% | +8+0.5% | 加碼 |
| Calamos Wealth Management LLC | 1,580 | $27.4 萬 | 0.02% | +111+7.6% | 加碼 |
| PDS Planning, Inc | 1,580 | $27.4 萬 | 0.04% | +326+26.0% | 加碼 |
| Altfest L J & Co Inc | 1,589 | $27.6 萬 | 0.04% | +1+0.1% | 加碼 |
| Brookstone Capital Management | 1,613 | $27.7 萬 | 0.01% | +11+0.7% | 加碼 |
| Howland Capital Management LLC | 1,596 | $27.7 萬 | 0.02% | +102+6.8% | 加碼 |
| Golden State Equity Partners | 1,606 | $27.9 萬 | 0.08% | +157+10.8% | 加碼 |
| Woodmont Investment Counsel LLC | 1,608 | $27.9 萬 | 0.03% | +17+1.1% | 加碼 |
| Relaxing Retirement Coach | 1,612 | $28.0 萬 | 0.08% | +12+0.8% | 加碼 |
| Sawgrass Asset Management LLC | 1,613 | $28.0 萬 | 0.03% | −5,399−77.0% | 減碼 |
| StoneX Group Inc. | 1,625 | $28.2 萬 | 0.03% | +1,625 | 新進 |
| Five Oceans Advisors | 1,627 | $28.3 萬 | 0.18% | +192+13.4% | 加碼 |
| CWA Asset Management Group, LLC | 1,654 | $28.7 萬 | 0.02% | −781−32.1% | 減碼 |
| Humankind Investments LLC | 1,659 | $28.8 萬 | 0.11% | +1,659 | 新進 |
| Parkside Financial Bank & Trust | 1,659 | $28.8 萬 | 0.07% | +19+1.2% | 加碼 |
| Schmidt P J Investment Management Inc | 1,674 | $28.8 萬 | 0.06% | +4+0.2% | 加碼 |
| Intrua Financial, LLC | 1,662 | $28.9 萬 | 0.05% | +1,662 | 新進 |
| Charter Trust Co | 1,666 | $28.9 萬 | 0.02% | 00.0% | 不變 |
| Virtu Financial LLC | 1,675 | $29.1 萬 | 0.02% | −7,197−81.1% | 減碼 |
| Destination Wealth Management | 1,682 | $29.2 萬 | 0.01% | −276−14.1% | 減碼 |
| Pearl River Capital, LLC | 1,685 | $29.3 萬 | 0.05% | +1,685 | 新進 |
| WSFS Capital Management, LLC | 1,695 | $29.4 萬 | 0.03% | +357+26.7% | 加碼 |
| Neville Rodie & Shaw Inc | 1,700 | $29.5 萬 | 0.03% | 00.0% | 不變 |
| Wade G W & Inc | 1,700 | $29.5 萬 | 0.01% | +422+33.0% | 加碼 |
| UniSuper Management Pty Ltd | 1,700 | $29.5 萬 | 0.00% | +1,700 | 新進 |
| Basepoint Wealth LLC | 1,715 | $29.8 萬 | 0.25% | +11+0.6% | 加碼 |
| Fiduciary Group LLC | 1,716 | $29.8 萬 | 0.04% | −150−8.0% | 減碼 |
| Pavion Blue Capital, LLC | 1,724 | $29.9 萬 | 0.17% | +36+2.1% | 加碼 |
| Gryphon Financial Partners LLC | 1,745 | $30.3 萬 | 0.07% | −124−6.6% | 減碼 |
| FFT Wealth Management LLC | 1,755 | $30.5 萬 | 0.04% | +1+0.1% | 加碼 |
| V-Square Quantitative Management LLC | 1,769 | $30.7 萬 | 0.22% | −139−7.3% | 減碼 |
| Great Point Wealth Advisors, LLC | 1,778 | $30.9 萬 | 0.09% | +3+0.2% | 加碼 |
| Smith, Moore & Co. | 1,785 | $31.0 萬 | 0.04% | +75+4.4% | 加碼 |
| Vise Technologies, Inc. | 1,792 | $31.1 萬 | 0.08% | −123−6.4% | 減碼 |
| South State Corp. | 1,799 | $31.2 萬 | 0.03% | −93−4.9% | 減碼 |
| Advisors Management Group Inc | 1,809 | $31.4 萬 | 0.09% | 00.0% | 不變 |
| Lakeview Capital Partners, LLC | 1,809 | $31.4 萬 | 0.06% | +1,809 | 新進 |
| Donaldson Capital Management, LLC | 1,819 | $31.6 萬 | 0.01% | −689−27.5% | 減碼 |
| Evermay Wealth Management LLC | 1,825 | $31.7 萬 | 0.06% | 00.0% | 不變 |
| Mountain Pacific Investment Advisers Inc | 1,830 | $31.8 萬 | 0.02% | −55−2.9% | 減碼 |
| Evergreen Wealth Solutions, LLC | 1,861 | $32.3 萬 | 0.33% | +277+17.5% | 加碼 |
| New Potomac Partners, LLC | 1,865 | $32.4 萬 | 0.21% | −50−2.6% | 減碼 |
| Athena Investment Management | 1,866 | $32.4 萬 | 0.22% | −2−0.1% | 減碼 |
| Nwam LLC | 1,867 | $32.4 萬 | 0.03% | +1,867 | 新進 |