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 |
|---|---|---|---|---|---|
| Warren Averett Asset Management, LLC | 1,868 | $32.4 萬 | 0.01% | +562+43.0% | 加碼 |
| Flagship Harbor Advisors, LLC | 1,870 | $32.5 萬 | 0.03% | −68−3.5% | 減碼 |
| Wintrust Investments LLC | 1,873 | $32.5 萬 | 0.03% | 00.0% | 不變 |
| GTS Securities LLC | 1,880 | $32.6 萬 | 0.01% | +1,880 | 新進 |
| Investors Research Corp | 1,887 | $32.8 萬 | 0.08% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 1,901 | $33.0 萬 | 0.02% | +72+3.9% | 加碼 |
| Spinnaker Trust | 1,905 | $33.1 萬 | 0.02% | +500+35.6% | 加碼 |
| Geller Advisors LLC | 1,924 | $33.4 萬 | 0.04% | +751+64.0% | 加碼 |
| BLB&B Advisors, LLC | 1,927 | $33.5 萬 | 0.02% | −25−1.3% | 減碼 |
| Alpha Cubed Investments, LLC | 1,934 | $33.6 萬 | 0.02% | +33+1.7% | 加碼 |
| Carlson Capital Management | 1,935 | $33.6 萬 | 0.02% | −73−3.6% | 減碼 |
| Marco Investment Management LLC | 1,935 | $33.6 萬 | 0.04% | 00.0% | 不變 |
| Ropes Wealth Advisors LLC | 1,937 | $33.6 萬 | 0.06% | +232+13.6% | 加碼 |
| Dana Investment Advisors, Inc. | 1,946 | $33.8 萬 | 0.02% | +80+4.3% | 加碼 |
| Whalerock Point Partners, LLC | 1,952 | $33.9 萬 | 0.12% | +37+1.9% | 加碼 |
| Integrated Advisors Network LLC | 1,960 | $34.0 萬 | 0.02% | −209−9.6% | 減碼 |
| MKT Advisors LLC | 1,972 | $34.2 萬 | 0.24% | 00.0% | 不變 |
| Mechanics Bank Trust Department | 1,974 | $34.3 萬 | 0.05% | +44+2.3% | 加碼 |
| First Affirmative Financial Network | 1,980 | $34.4 萬 | 0.34% | +308+18.4% | 加碼 |
| MONECO Advisors, LLC | 1,984 | $34.4 萬 | 0.09% | −17−0.8% | 減碼 |
| Stockman Wealth Management, Inc. | 1,987 | $34.5 萬 | 0.07% | −31−1.5% | 減碼 |
| First Citizens Bank & Trust Co | 1,993 | $34.6 萬 | 0.01% | −119−5.6% | 減碼 |
| Guardian Wealth Advisors, LLC | 1,994 | $34.6 萬 | 0.06% | +477+31.4% | 加碼 |
| 9258 Wealth Management, LLC | 1,998 | $34.7 萬 | 0.07% | +34+1.7% | 加碼 |
| Boit C F David | 2,000 | $34.7 萬 | 0.23% | 00.0% | 不變 |
| TAP Consulting, LLC | 2,000 | $34.7 萬 | 0.09% | 00.0% | 不變 |
| Plante Moran Financial Advisors, LLC | 2,009 | $34.9 萬 | 0.04% | 00.0% | 不變 |
| Wakefield Asset Management LLLP | 2,010 | $34.9 萬 | 0.14% | +2,010 | 新進 |
| AdvisorNet Financial, Inc | 2,011 | $34.9 萬 | 0.03% | +200+11.0% | 加碼 |
| Peak Asset Management, LLC | 2,014 | $35.0 萬 | 0.08% | 00.0% | 不變 |
| Mark Sheptoff Financial Planning, LLC | 2,015 | $35.0 萬 | 0.20% | +32+1.6% | 加碼 |
| Evergreen Capital Management LLC | 2,018 | $35.1 萬 | 0.01% | +67+3.4% | 加碼 |
| Boston Trust Walden Corp | 2,028 | $35.2 萬 | 0.00% | 00.0% | 不變 |
| Alera Investment Advisors, LLC | 2,031 | $35.3 萬 | 0.08% | −979−32.5% | 減碼 |
| State of Wyoming | 2,043 | $35.5 萬 | 0.10% | −175−7.9% | 減碼 |
| Glassman Wealth Services | 2,044 | $35.5 萬 | 0.06% | +8+0.4% | 加碼 |
| Fortis Group Advisors, LLC | 2,051 | $35.6 萬 | 0.09% | +12+0.6% | 加碼 |
| Great Valley Advisor Group, Inc. | 2,054 | $35.7 萬 | 0.01% | −1,139−35.7% | 減碼 |
| Benedetti & Gucer, Inc. | 2,053 | $35.7 萬 | 0.18% | +2,053 | 新進 |
| Diligent Investors, LLC | 2,056 | $35.7 萬 | 0.11% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 2,070 | $35.9 萬 | 0.05% | −235−10.2% | 減碼 |
| Edge Capital Group, LLC | 2,076 | $36.0 萬 | 0.02% | −210−9.2% | 減碼 |
| First National Bank of South Miami | 2,077 | $36.1 萬 | 0.29% | −72−3.4% | 減碼 |
| Vigilant Capital Management, LLC | 2,082 | $36.2 萬 | 0.03% | +1,000+92.4% | 加碼 |
| Keystone Financial Group | 2,086 | $36.2 萬 | 0.06% | +2,086 | 新進 |
| 1620 Investment Advisors, Inc. | 2,088 | $36.3 萬 | 0.41% | +2,088 | 新進 |
| Sound View Wealth Advisors Group, LLC | 2,111 | $36.7 萬 | 0.05% | −80−3.7% | 減碼 |
| Valley Brook Capital Group | 2,127 | $36.9 萬 | 0.34% | 00.0% | 不變 |
| Wealthspire Advisors, LLC | 2,130 | $37.0 萬 | 0.01% | +41+2.0% | 加碼 |
| Appleton Partners Inc | 2,133 | $37.0 萬 | 0.03% | −8−0.4% | 減碼 |
| ForthRight Wealth Management, LLC | 2,149 | $37.3 萬 | 0.16% | −65−2.9% | 減碼 |
| Red Door Wealth Management, LLC | 2,159 | $37.5 萬 | 0.08% | +2,159 | 新進 |
| BFSG, LLC | 2,164 | $37.6 萬 | 0.06% | +425+24.4% | 加碼 |
| InterOcean Capital Group, LLC | 2,166 | $37.6 萬 | 0.01% | −122−5.3% | 減碼 |
| Moody Lynn & Lieberson, LLC | 2,167 | $37.6 萬 | 0.03% | 00.0% | 不變 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,181 | $37.9 萬 | 0.09% | −23−1.0% | 減碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 2,181 | $37.9 萬 | 0.01% | +28+1.3% | 加碼 |
| Fisher Asset Management, LLC | 2,182 | $37.9 萬 | 0.00% | +599+37.8% | 加碼 |
| Veracity Capital LLC | 2,184 | $37.9 萬 | 0.16% | +111+5.4% | 加碼 |
| Schechter Investment Advisors, LLC | 2,199 | $38.2 萬 | 0.03% | +38+1.8% | 加碼 |
| Wright Investors Service Inc | 2,214 | $38.4 萬 | 0.11% | +2,214 | 新進 |
| Green Square Capital Advisors LLC | 2,217 | $38.5 萬 | 0.05% | 00.0% | 不變 |
| Williams Jones Wealth Management, LLC. | 2,222 | $38.6 萬 | 0.01% | 00.0% | 不變 |
| Girard Partners Ltd. | 2,227 | $38.7 萬 | 0.04% | −305−12.0% | 減碼 |
| Farmers & Merchants Trust Co of Long Beach | 2,239 | $38.9 萬 | 0.10% | −40−1.8% | 減碼 |
| Mayfair Advisory Group, LLC | 2,282 | $39.2 萬 | 0.39% | +335+17.2% | 加碼 |
| Wealth Alliance | 2,261 | $39.3 萬 | 0.06% | +496+28.1% | 加碼 |
| Legacy Private Trust Co. | 2,268 | $39.4 萬 | 0.03% | −155−6.4% | 減碼 |
| WFA Asset Management Corp | 2,268 | $39.4 萬 | 0.23% | +12+0.5% | 加碼 |
| Oberweis Asset Management Inc | 2,271 | $39.4 萬 | 0.05% | +42+1.9% | 加碼 |
| Level Four Advisory Services, LLC | 2,274 | $39.5 萬 | 0.02% | +178+8.5% | 加碼 |
| City State Bank | 2,316 | $40.2 萬 | 0.22% | 00.0% | 不變 |
| River Wealth Advisors LLC | 2,325 | $40.4 萬 | 0.07% | +10.0% | 加碼 |
| Assetmark, Inc | 2,325 | $40.4 萬 | 0.00% | −244−9.5% | 減碼 |
| Leavell Investment Management, Inc. | 2,339 | $40.6 萬 | 0.03% | 00.0% | 不變 |
| Aptus Capital Advisors, LLC | 2,338 | $40.6 萬 | 0.01% | +697+42.5% | 加碼 |
| Grimes & Company, Inc. | 2,361 | $41.0 萬 | 0.01% | −7−0.3% | 減碼 |
| Harbour Capital Advisors, LLC | 2,390 | $41.4 萬 | 0.12% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 2,385 | $41.4 萬 | 0.05% | −27−1.1% | 減碼 |
| First National Corp | 2,394 | $41.6 萬 | 0.10% | +108+4.7% | 加碼 |
| Connecticut Wealth Management, LLC | 2,400 | $41.7 萬 | 0.03% | −129−5.1% | 減碼 |
| SRB Corp | 2,420 | $42.0 萬 | 0.02% | +450+22.8% | 加碼 |
| Kathmere Capital Management, LLC | 2,423 | $42.1 萬 | 0.07% | +495+25.7% | 加碼 |
| Transcend Wealth Collective, LLC | 2,424 | $42.1 萬 | 0.04% | +337+16.1% | 加碼 |
| Beacon Investment Advisors LLC | 2,448 | $42.5 萬 | 0.29% | −15−0.6% | 減碼 |
| SeaCrest Wealth Management, LLC | 2,477 | $43.0 萬 | 0.05% | +215+9.5% | 加碼 |
| Invesco, LLC | 2,478 | $43.0 萬 | 0.21% | +2,478 | 新進 |
| Mark Stevens | 2,482 | $43.1 萬 | 0.06% | 00.0% | 不變 |
| Alhambra Investment Partners LLC | 2,490 | $43.2 萬 | 0.29% | 00.0% | 不變 |
| Northcape Wealth Management, LLC | 2,500 | $43.4 萬 | 0.16% | 00.0% | 不變 |
| Mendel Money Management | 2,507 | $43.5 萬 | 0.22% | +120+5.0% | 加碼 |
| Summit Global Investments | 2,520 | $43.8 萬 | 0.03% | −7−0.3% | 減碼 |
| Geneos Wealth Management Inc. | 2,527 | $43.9 萬 | 0.02% | 00.0% | 不變 |
| Ledyard National Bank | 2,547 | $44.2 萬 | 0.05% | −136−5.1% | 減碼 |
| First National Bank Sioux Falls | 2,552 | $44.3 萬 | 0.28% | −4−0.2% | 減碼 |
| Waldron Private Wealth LLC | 2,554 | $44.4 萬 | 0.02% | −616−19.4% | 減碼 |
| Lifeworks Advisors, LLC | 2,562 | $44.5 萬 | 0.19% | −16−0.6% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 2,570 | $44.6 萬 | 0.04% | −151−5.5% | 減碼 |
| V Wealth Advisors LLC | 2,592 | $45.0 萬 | 0.08% | 00.0% | 不變 |
| Two Sigma Advisers, LP | 2,600 | $45.2 萬 | 0.00% | −11,900−82.1% | 減碼 |