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 |
|---|---|---|---|---|---|
| Copperwynd Financial, LLC | 3,717 | $64.5 萬 | 0.30% | +40+1.1% | 加碼 |
| Tradition Wealth Management, LLC | 3,729 | $64.8 萬 | 0.08% | +68+1.9% | 加碼 |
| Cognios Beta Neutral Large Cap Fund, LP | 3,737 | $64.9 萬 | 0.75% | −1,767−32.1% | 減碼 |
| Kanawha Capital Management LLC | 3,762 | $65.3 萬 | 0.06% | +10+0.3% | 加碼 |
| High Note Wealth, LLC | 3,768 | $65.4 萬 | 0.27% | +36+1.0% | 加碼 |
| Duality Advisers, LP | 3,788 | $65.8 萬 | 0.08% | −17,158−81.9% | 減碼 |
| Van Hulzen Asset Management, LLC | 3,792 | $65.9 萬 | 0.06% | −700−15.6% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 3,803 | $66.0 萬 | 0.04% | +44+1.2% | 加碼 |
| SlateStone Wealth, LLC | 3,805 | $66.1 萬 | 0.12% | −214−5.3% | 減碼 |
| Boston Financial Mangement LLC | 3,819 | $66.3 萬 | 0.02% | +3,819 | 新進 |
| Harbor Capital Advisors, Inc. | 3,835 | $66.6 萬 | 0.13% | 00.0% | 不變 |
| Valeo Financial Advisors, LLC | 3,844 | $66.8 萬 | 0.03% | +443+13.0% | 加碼 |
| Lindbrook Capital, LLC | 3,847 | $66.8 萬 | 0.07% | +25+0.7% | 加碼 |
| Bremer Bank National Association | 3,847 | $66.8 萬 | 0.13% | −430−10.1% | 減碼 |
| Tradewinds, LLC. | 3,853 | $66.9 萬 | 0.39% | 00.0% | 不變 |
| Axxcess Wealth Management, LLC | 3,855 | $66.9 萬 | 0.05% | +1,133+41.6% | 加碼 |
| Penserra Capital Management LLC | 3,881 | $67.2 萬 | 0.01% | +1,327+52.0% | 加碼 |
| JB Capital LLC | 3,875 | $67.3 萬 | 0.06% | −75−1.9% | 減碼 |
| Busey Wealth Management | 3,890 | $67.6 萬 | 0.03% | −858−18.1% | 減碼 |
| Mitchell & Pahl Private Wealth, LLC | 3,891 | $67.6 萬 | 0.41% | −125−3.1% | 減碼 |
| Qsemble Capital Management, LP | 3,900 | $67.7 萬 | 0.48% | +3,900 | 新進 |
| Cambria Investment Management, L.P. | 3,901 | $67.7 萬 | 0.06% | −913−19.0% | 減碼 |
| Bank of Stockton | 3,907 | $67.8 萬 | 0.23% | 00.0% | 不變 |
| Coldstream Capital Management Inc | 3,921 | $68.1 萬 | 0.02% | −71−1.8% | 減碼 |
| Beaumont Financial Advisors, LLC | 3,933 | $68.3 萬 | 0.06% | +6+0.2% | 加碼 |
| Forza Wealth Management, LLC | 3,957 | $68.7 萬 | 0.35% | −133−3.3% | 減碼 |
| Davenport & Co LLC | 3,965 | $68.9 萬 | 0.01% | +34+0.9% | 加碼 |
| FinTrust Capital Advisors, LLC | 3,697 | $69.3 萬 | 0.17% | 00.0% | 不變 |
| Sterneck Capital Management, LLC | 4,000 | $69.5 萬 | 0.43% | 00.0% | 不變 |
| Buckingham Strategic Wealth, LLC | 4,000 | $69.5 萬 | 0.01% | −238−5.6% | 減碼 |
| Ballentine Partners, LLC | 4,004 | $69.5 萬 | 0.02% | −952−19.2% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 4,029 | $70.0 萬 | 0.03% | −27−0.7% | 減碼 |
| Mount Yale Investment Advisors, LLC | 4,041 | $70.2 萬 | 0.07% | +60+1.5% | 加碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 4,054 | $70.4 萬 | 0.08% | +115+2.9% | 加碼 |
| Sequoia Financial Advisors, LLC | 4,072 | $70.7 萬 | 0.01% | −11−0.3% | 減碼 |
| Resources Investment Advisors, LLC. | 4,078 | $70.8 萬 | 0.02% | +108+2.7% | 加碼 |
| Allworth Financial LP | 4,088 | $71.0 萬 | 0.01% | +843+26.0% | 加碼 |
| Federation des caisses Desjardins du Quebec | 4,101 | $71.2 萬 | 0.01% | −11,490−73.7% | 減碼 |
| Providence Wealth Advisors, LLC | 4,128 | $71.2 萬 | 0.79% | 00.0% | 不變 |
| Trust Co of Vermont | 4,110 | $71.4 萬 | 0.05% | −127−3.0% | 減碼 |
| Mission Wealth Management, LP | 4,160 | $72.2 萬 | 0.03% | −55−1.3% | 減碼 |
| AMG National Trust Bank | 4,200 | $72.9 萬 | 0.02% | −1,003−19.3% | 減碼 |
| Zions Bancorporation, N.A. | 4,214 | $73.2 萬 | 0.06% | +740+21.3% | 加碼 |
| Banque Cantonale Vaudoise | 4,221 | $73.3 萬 | 0.03% | 00.0% | 不變 |
| Meeder Advisory Services, Inc. | 4,224 | $73.4 萬 | 0.08% | +637+17.8% | 加碼 |
| Prostatis Group LLC | 692,624 | $73.5 萬 | 0.34% | +688,174+15,464.6% | 加碼 |
| Wealthsource Partners, LLC | 4,234 | $73.5 萬 | 0.05% | −104−2.4% | 減碼 |
| Atria Wealth Solutions, Inc. | 4,265 | $74.1 萬 | 0.01% | −9,925−69.9% | 減碼 |
| Wealth Quarterback LLC | 4,291 | $74.5 萬 | 0.52% | −134−3.0% | 減碼 |
| Vectors Research Management, LLC | 4,301 | $74.7 萬 | 0.21% | +76+1.8% | 加碼 |
| Mirabella Financial Services LLP | 4,311 | $74.9 萬 | 0.09% | +2,569+147.5% | 加碼 |
| Bridges Investment Management Inc | 4,315 | $74.9 萬 | 0.03% | 00.0% | 不變 |
| Empirical Asset Management, LLC | 4,323 | $75.1 萬 | 0.66% | +4,323 | 新進 |
| Forum Financial Management, LP | 4,397 | $76.4 萬 | 0.02% | +86+2.0% | 加碼 |
| Investors Asset Management of Georgia Inc | 4,511 | $78.3 萬 | 0.40% | 00.0% | 不變 |
| Stokes Family Office, LLC | 4,541 | $78.9 萬 | 0.09% | +817+21.9% | 加碼 |
| CAPROCK Group, Inc. | 4,569 | $79.3 萬 | 0.06% | +46+1.0% | 加碼 |
| Boston Private Wealth LLC | 4,658 | $80.9 萬 | 0.01% | −397−7.9% | 減碼 |
| FineMark National Bank & Trust | 4,670 | $81.1 萬 | 0.03% | +10.0% | 加碼 |
| Lederer & Associates Investment Counsel | 4,685 | $81.4 萬 | 0.61% | +232+5.2% | 加碼 |
| Stock Yards Bank & Trust Co | 4,700 | $81.6 萬 | 0.03% | +105+2.3% | 加碼 |
| AE Wealth Management LLC | 4,748 | $82.5 萬 | 0.00% | −151−3.1% | 減碼 |
| DCM Advisors, LLC | 4,779 | $83.0 萬 | 0.36% | −35−0.7% | 減碼 |
| Abner Herrman & Brock LLC | 4,782 | $83.0 萬 | 0.12% | −23,475−83.1% | 減碼 |
| Continuum Advisory, LLC | 4,807 | $83.5 萬 | 0.13% | +4,807 | 新進 |
| HBK Sorce Advisory LLC | 4,814 | $83.6 萬 | 0.04% | −330−6.4% | 減碼 |
| Balentine LLC | 4,871 | $84.6 萬 | 0.03% | −621−11.3% | 減碼 |
| Alberta Investment Management Corp | 4,900 | $85.1 萬 | 0.01% | 00.0% | 不變 |
| Versor Investments LP | 4,904 | $85.2 萬 | 0.15% | −1,678−25.5% | 減碼 |
| Fox Run Management, L.L.C. | 4,910 | $85.3 萬 | 0.24% | +4,910 | 新進 |
| Bank of Hawaii | 4,977 | $86.4 萬 | 0.05% | −42−0.8% | 減碼 |
| Hanson & Doremus Investment Management | 4,979 | $86.5 萬 | 0.18% | −12−0.2% | 減碼 |
| Crestline Management, LP | 5,000 | $86.8 萬 | 0.09% | +5,000 | 新進 |
| Vestcor Inc | 5,012 | $87.0 萬 | 0.03% | −593−10.6% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 5,072 | $88.1 萬 | 0.01% | −15,277−75.1% | 減碼 |
| United Capital Financial Advisers, LLC | 5,105 | $88.6 萬 | 0.00% | −1,105−17.8% | 減碼 |
| Guyasuta Investment Advisors Inc | 5,112 | $88.8 萬 | 0.07% | 00.0% | 不變 |
| Qtron Investments LLC | 5,135 | $89.2 萬 | 0.17% | +1,593+45.0% | 加碼 |
| Merit Financial Group, LLC | 5,172 | $89.8 萬 | 0.03% | +91+1.8% | 加碼 |
| Private Trust Co NA | 5,287 | $91.8 萬 | 0.12% | +195+3.8% | 加碼 |
| Paradigm Asset Management Co LLC | 5,300 | $92.0 萬 | 0.25% | +900+20.5% | 加碼 |
| Claro Advisors LLC | 5,318 | $92.4 萬 | 0.23% | +3,865+266.0% | 加碼 |
| Harvest Volatility Management LLC | 5,352 | $92.9 萬 | 0.19% | +244+4.8% | 加碼 |
| Advisor OS, LLC | 5,425 | $94.2 萬 | 0.15% | −3,475−39.0% | 減碼 |
| Lincoln National Corp | 5,456 | $94.7 萬 | 0.02% | +602+12.4% | 加碼 |
| Union Savings Bank | 5,503 | $95.0 萬 | 0.57% | +5,503 | 新進 |
| Quantitative Investment Management, LLC | 5,523 | $95.9 萬 | 0.09% | +5,523 | 新進 |
| PEAK6 Investments LLC | 5,569 | $96.7 萬 | 0.08% | +12+0.2% | 加碼 |
| Rosenbaum Jay D. | 5,597 | $97.2 萬 | 1.56% | +416+8.0% | 加碼 |
| Haverford Trust Co | 5,607 | $97.4 萬 | 0.01% | +426+8.2% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 5,659 | $98.3 萬 | 0.04% | −603−9.6% | 減碼 |
| Beverly Hills Private Wealth, LLC | 5,861 | $98.9 萬 | 0.16% | +2,102+55.9% | 加碼 |
| Procyon Private Wealth Partners, LLC | 5,717 | $99.3 萬 | 0.12% | +3,993+231.6% | 加碼 |
| Belpointe Asset Management LLC | 5,723 | $99.4 萬 | 0.11% | −3,660−39.0% | 減碼 |
| Focus Financial Network, Inc. | 5,752 | $99.9 萬 | 0.06% | +10.0% | 加碼 |
| Dynamic Advisor Solutions LLC | 5,755 | $99.9 萬 | 0.05% | +183+3.3% | 加碼 |
| Douglass Winthrop Advisors, LLC | 5,777 | $100.3 萬 | 0.02% | 00.0% | 不變 |
| Fiduciary Trust Co | 5,802 | $100.8 萬 | 0.02% | +457+8.6% | 加碼 |
| Impax Asset Management Group plc | 5,847 | $101.5 萬 | 0.00% | −572−8.9% | 減碼 |
| Central Trust Co | 5,871 | $102.0 萬 | 0.03% | +833+16.5% | 加碼 |