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 1,868 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 3 季 13F 持有人
Travelers Companies, Inc. 在 2023/9/30 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
- 1,259
- 較 2023 年第 2 季 −9 家
- 持有股數
- 1.86 億
- 較 2023 年第 2 季 −160.7 萬 (−0.9%)
- 總市值
- $304.8 億
- 較 2023 年第 2 季 −$19.1 億 (−5.9%)
- 新進機構
- 100
- 另有 446 家加碼
- 清倉機構
- 109
- 另有 484 家減碼
另有 19 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 | 1,868 | $610.2 億 |
| 2026 年第 1 季 | 1,804 | $521.1 億 |
| 2025 年第 4 季 | 1,779 | $537.5 億 |
| 2025 年第 3 季 | 1,680 | $519.3 億 |
| 2025 年第 2 季 | 1,638 | $507.1 億 |
| 2025 年第 1 季 | 1,644 | $497.7 億 |
| 2024 年第 4 季 | 1,589 | $456.5 億 |
| 2024 年第 3 季 | 1,470 | $440.4 億 |
| 2024 年第 2 季 | 1,414 | $387.6 億 |
| 2024 年第 1 季 | 1,451 | $435.9 億 |
| 2023 年第 4 季 | 1,333 | $360.0 億 |
| 2023 年第 3 季 | 1,259 | $304.8 億 |
| 2023 年第 2 季 | 1,287 | $324.9 億 |
| 2023 年第 1 季 | 1,269 | $322.6 億 |
| 2022 年第 4 季 | 1,303 | $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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| First Affirmative Financial Network | 2,104 | $34.4 萬 | 0.34% | +124+6.3% | 加碼 |
| Valley Brook Capital Group | 2,127 | $34.7 萬 | 0.34% | 00.0% | 不變 |
| Appleton Partners Inc | 2,133 | $34.8 萬 | 0.03% | 00.0% | 不變 |
| Vicus Capital | 2,131 | $34.8 萬 | 0.04% | +2,131 | 新進 |
| Kathmere Capital Management, LLC | 2,134 | $34.9 萬 | 0.05% | −289−11.9% | 減碼 |
| InterOcean Capital Group, LLC | 2,138 | $34.9 萬 | 0.01% | −28−1.3% | 減碼 |
| Fortis Group Advisors, LLC | 2,039 | $35.0 萬 | 0.11% | −12−0.6% | 減碼 |
| Ledyard National Bank | 2,152 | $35.1 萬 | 0.04% | −395−15.5% | 減碼 |
| Credit Agricole S A | 2,154 | $35.2 萬 | 0.01% | +2,154 | 新進 |
| Wilbanks Smith & Thomas Asset Management LLC | 2,181 | $35.6 萬 | 0.01% | 00.0% | 不變 |
| Meeder Asset Management Inc | 2,189 | $35.7 萬 | 0.03% | +2,189 | 新進 |
| Oberweis Asset Management Inc | 2,194 | $35.8 萬 | 0.04% | −77−3.4% | 減碼 |
| Schechter Investment Advisors, LLC | 2,195 | $35.8 萬 | 0.03% | −4−0.2% | 減碼 |
| Boothbay Fund Management, LLC | 2,213 | $36.1 萬 | 0.01% | +972+78.3% | 加碼 |
| Mayfair Advisory Group, LLC | 2,228 | $36.1 萬 | 0.35% | −54−2.4% | 減碼 |
| Green Square Capital Advisors LLC | 2,219 | $36.2 萬 | 0.05% | +2+0.1% | 加碼 |
| Centiva Capital, LP | 2,237 | $36.5 萬 | 0.02% | +767+52.2% | 加碼 |
| WFA Asset Management Corp | 2,281 | $37.3 萬 | 0.22% | +13+0.6% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 2,287 | $37.3 萬 | 0.05% | +176+8.3% | 加碼 |
| Fisher Asset Management, LLC | 2,291 | $37.4 萬 | 0.00% | +109+5.0% | 加碼 |
| Leavell Investment Management, Inc. | 2,296 | $37.5 萬 | 0.03% | −43−1.8% | 減碼 |
| Moody Lynn & Lieberson, LLC | 2,297 | $37.5 萬 | 0.03% | +130+6.0% | 加碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,301 | $37.6 萬 | 0.09% | +120+5.5% | 加碼 |
| Landscape Capital Management, L.L.C. | 2,314 | $37.8 萬 | 0.05% | +2,314 | 新進 |
| City State Bank | 2,316 | $37.8 萬 | 0.21% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 2,344 | $38.3 萬 | 0.05% | −41−1.7% | 減碼 |
| Pzena Investment Management LLC | 2,347 | $38.3 萬 | 0.00% | −279−10.6% | 減碼 |
| Buckingham Strategic Partners | 2,347 | $38.3 萬 | 0.02% | +2,347 | 新進 |
| River Wealth Advisors LLC | 2,355 | $38.5 萬 | 0.07% | +30+1.3% | 加碼 |
| First National Corp | 2,357 | $38.5 萬 | 0.10% | −37−1.5% | 減碼 |
| Grimes & Company, Inc. | 2,367 | $38.7 萬 | 0.01% | +6+0.3% | 加碼 |
| Assetmark, Inc | 2,370 | $38.7 萬 | 0.00% | +45+1.9% | 加碼 |
| Harbour Capital Advisors, LLC | 2,390 | $39.0 萬 | 0.12% | 00.0% | 不變 |
| Graypoint LLC | 2,405 | $39.3 萬 | 0.04% | −505−17.4% | 減碼 |
| Dana Investment Advisors, Inc. | 2,415 | $39.4 萬 | 0.02% | +469+24.1% | 加碼 |
| Alhambra Investment Partners LLC | 2,420 | $39.5 萬 | 0.26% | −70−2.8% | 減碼 |
| Cigna Investments Inc | 2,435 | $39.8 萬 | 0.09% | −402−14.2% | 減碼 |
| Ronald Blue Trust, Inc. | 2,295 | $39.8 萬 | 0.01% | −374−14.0% | 減碼 |
| Salvus Wealth Management, LLC | 2,439 | $39.8 萬 | 0.32% | +2,439 | 新進 |
| International Assets Investment Management, LLC | 2,377 | $39.9 萬 | 0.05% | +307+14.8% | 加碼 |
| Transcend Wealth Collective, LLC | 2,448 | $40.0 萬 | 0.04% | +24+1.0% | 加碼 |
| Lifeworks Advisors, LLC | 2,469 | $40.3 萬 | 0.16% | −93−3.6% | 減碼 |
| SeaCrest Wealth Management, LLC | 2,475 | $40.4 萬 | 0.05% | −2−0.1% | 減碼 |
| Beacon Investment Advisors LLC | 2,477 | $40.5 萬 | 0.29% | +29+1.2% | 加碼 |
| Jeppson Wealth Management, LLC | 2,490 | $40.7 萬 | 0.19% | +2,490 | 新進 |
| Opus Capital Group, LLC | 2,501 | $40.8 萬 | 0.07% | −227−8.3% | 減碼 |
| Northcape Wealth Management, LLC | 2,500 | $40.8 萬 | 0.16% | 00.0% | 不變 |
| Pearl River Capital, LLC | 2,506 | $40.9 萬 | 0.06% | +821+48.7% | 加碼 |
| Sawgrass Asset Management LLC | 2,509 | $41.0 萬 | 0.05% | +896+55.5% | 加碼 |
| Wealth Alliance | 2,509 | $41.0 萬 | 0.06% | +248+11.0% | 加碼 |
| Daymark Wealth Partners, LLC | 106,883 | $41.3 萬 | 0.03% | +105,401+7,112.1% | 加碼 |
| Geneos Wealth Management Inc. | 2,527 | $41.3 萬 | 0.02% | 00.0% | 不變 |
| First National Bank Sioux Falls | 2,543 | $41.5 萬 | 0.25% | −9−0.4% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 2,569 | $42.0 萬 | 0.04% | −10.0% | 減碼 |
| Franklin Street Advisors Inc | 2,593 | $42.3 萬 | 0.04% | +2,593 | 新進 |
| Williams Jones Wealth Management, LLC. | 2,607 | $42.6 萬 | 0.01% | +385+17.3% | 加碼 |
| Invesco, LLC | 2,608 | $42.6 萬 | 0.21% | +130+5.2% | 加碼 |
| Mark Stevens | 2,611 | $42.6 萬 | 0.06% | +129+5.2% | 加碼 |
| Sky Investment Group LLC | 2,615 | $42.7 萬 | 0.10% | 00.0% | 不變 |
| Echo Street Capital Management LLC | 2,619 | $42.8 萬 | 0.00% | −676−20.5% | 減碼 |
| Clear Harbor Asset Management, LLC | 2,621 | $42.8 萬 | 0.04% | −50−1.9% | 減碼 |
| Sugarloaf Wealth Management, LLC | 2,621 | $42.8 萬 | 0.11% | 00.0% | 不變 |
| Syon Capital LLC | 2,629 | $42.9 萬 | 0.05% | +2,629 | 新進 |
| Centaurus Financial, Inc. | 2,653 | $43.3 萬 | 0.04% | −10−0.4% | 減碼 |
| IFG Advisory, LLC | 2,656 | $43.4 萬 | 0.04% | +2,656 | 新進 |
| IHT Wealth Management, LLC | 2,670 | $43.6 萬 | 0.02% | +12+0.5% | 加碼 |
| Searle & Co. | 2,673 | $43.7 萬 | 0.15% | 00.0% | 不變 |
| Busey Wealth Management | 2,677 | $43.7 萬 | 0.02% | −1,213−31.2% | 減碼 |
| Destination Wealth Management | 2,682 | $43.8 萬 | 0.02% | +1,000+59.5% | 加碼 |
| Trust Asset Management LLC | 2,684 | $43.8 萬 | 0.05% | 00.0% | 不變 |
| Plimoth Trust Co LLC | 2,686 | $43.9 萬 | 0.14% | 00.0% | 不變 |
| Transatlantique Private Wealth LLC | 2,687 | $43.9 萬 | 0.23% | +2,687 | 新進 |
| Brighton Jones LLC | 2,710 | $44.3 萬 | 0.02% | −421−13.4% | 減碼 |
| Geller Advisors LLC | 2,712 | $44.3 萬 | 0.05% | +788+41.0% | 加碼 |
| Great Diamond Partners, LLC | 2,722 | $44.5 萬 | 0.12% | −116−4.1% | 減碼 |
| Diversified Trust Co | 2,727 | $44.5 萬 | 0.02% | −701−20.4% | 減碼 |
| Point72 Asset Management, L.P. | 2,727 | $44.5 萬 | 0.00% | +1,897+228.6% | 加碼 |
| LMCG Investments, LLC | 2,735 | $44.7 萬 | 0.03% | −287−9.5% | 減碼 |
| Associated Banc-Corp | 2,736 | $44.7 萬 | 0.02% | −63−2.3% | 減碼 |
| Steward Financial Group LLC | 2,764 | $44.7 萬 | 0.14% | +40+1.5% | 加碼 |
| Stiles Financial Services Inc | 2,752 | $44.9 萬 | 0.23% | +30+1.1% | 加碼 |
| Foundation Resource Management Inc | 2,765 | $45.2 萬 | 0.07% | 00.0% | 不變 |
| Bank of New Hampshire | 2,769 | $45.2 萬 | 0.14% | 00.0% | 不變 |
| Spire Wealth Management | 2,773 | $45.3 萬 | 0.02% | −2−0.1% | 減碼 |
| WMS Partners, LLC | 2,775 | $45.3 萬 | 0.04% | −42−1.5% | 減碼 |
| Flynn Zito Capital Management, LLC | 2,779 | $45.4 萬 | 0.32% | +10.0% | 加碼 |
| Clearstead Advisors, LLC | 2,787 | $45.5 萬 | 0.03% | +886+46.6% | 加碼 |
| SkyOak Wealth, LLC | 2,820 | $46.1 萬 | 0.13% | −191−6.3% | 減碼 |
| Cozad Asset Management Inc | 2,822 | $46.1 萬 | 0.06% | +32+1.1% | 加碼 |
| Karpas Strategies, LLC | 2,840 | $46.4 萬 | 0.17% | 00.0% | 不變 |
| Prio Wealth Limited Partnership | 2,847 | $46.5 萬 | 0.02% | 00.0% | 不變 |
| Axxcess Wealth Management, LLC | 2,852 | $46.6 萬 | 0.02% | −1,003−26.0% | 減碼 |
| Northeast Investment Management | 2,852 | $46.6 萬 | 0.03% | 00.0% | 不變 |
| Marcum Wealth, LLC | 2,858 | $46.7 萬 | 0.06% | +132+4.8% | 加碼 |
| Ameritas Investment Partners, Inc. | 2,869 | $46.9 萬 | 0.02% | −98−3.3% | 減碼 |
| First National Advisers, LLC | 2,882 | $47.1 萬 | 0.21% | +1,683+140.4% | 加碼 |
| Aptus Capital Advisors, LLC | 2,884 | $47.1 萬 | 0.01% | +546+23.4% | 加碼 |
| Meeder Advisory Services, Inc. | 2,890 | $47.2 萬 | 0.06% | −1,334−31.6% | 減碼 |
| Lewis Capital Management, LLC | 2,899 | $47.3 萬 | 0.74% | +249+9.4% | 加碼 |
| Mendel Money Management | 2,915 | $47.6 萬 | 0.26% | +408+16.3% | 加碼 |