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 4 季 13F 持有人
Travelers Companies, Inc. 在 2023/12/31 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
- 1,334
- 較 2023 年第 3 季 +92 家
- 持有股數
- 1.90 億
- 較 2023 年第 3 季 +376.3 萬 (+2.0%)
- 總市值
- $360.0 億
- 較 2023 年第 3 季 +$55.8 億 (+18.3%)
- 新進機構
- 193
- 另有 441 家加碼
- 清倉機構
- 101
- 另有 462 家減碼
另有 18 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Builder Investment Group Inc | 1,200 | $22.9 萬 | 0.08% | +1,200 | 新進 |
| Herold Advisors, Inc. | 1,200 | $22.9 萬 | 0.06% | +1,200 | 新進 |
| Sentry Investment Management LLC | 1,200 | $22.9 萬 | 0.10% | −129−9.7% | 減碼 |
| Anchor Investment Management, LLC | 1,203 | $22.9 萬 | 0.03% | +28+2.4% | 加碼 |
| Sax Wealth Advisors, LLC | 1,208 | $23.0 萬 | 0.04% | +1,208 | 新進 |
| West Coast Financial LLC | 1,209 | $23.0 萬 | 0.03% | +1,209 | 新進 |
| WR Wealth Planners, LLC | 1,211 | $23.1 萬 | 0.09% | +1+0.1% | 加碼 |
| CRA Financial Services, LLC | 1,215 | $23.1 萬 | 0.06% | +1,215 | 新進 |
| Laffer Tengler Investments | 1,217 | $23.2 萬 | 0.06% | 00.0% | 不變 |
| Schear Investment Advisers, LLC | 1,218 | $23.2 萬 | 0.22% | −83−6.4% | 減碼 |
| Ariston Services Group | 1,220 | $23.2 萬 | 0.23% | +1,220 | 新進 |
| PFG Advisors | 1,224 | $23.3 萬 | 0.02% | +1,224 | 新進 |
| SPC Financial, Inc. | 1,226 | $23.4 萬 | 0.02% | +1,226 | 新進 |
| Liberty Capital Management, Inc. | 1,230 | $23.4 萬 | 0.06% | 00.0% | 不變 |
| SFMG, LLC | 1,231 | $23.4 萬 | 0.02% | −3−0.2% | 減碼 |
| Voya Financial Advisors, Inc. | 1,240 | $23.5 萬 | 0.03% | −48−3.7% | 減碼 |
| StoneX Group Inc. | 1,233 | $23.5 萬 | 0.02% | +1,233 | 新進 |
| JJJ Advisors Inc. | 1,235 | $23.5 萬 | 0.06% | −11−0.9% | 減碼 |
| Old Port Advisors | 1,236 | $23.5 萬 | 0.08% | −17−1.4% | 減碼 |
| Santori & Peters | 1,236 | $23.6 萬 | 0.11% | 00.0% | 不變 |
| Legacy Trust | 1,243 | $23.7 萬 | 0.06% | 00.0% | 不變 |
| Wealthcare Advisory Partners LLC | 1,247 | $23.8 萬 | 0.01% | +3+0.2% | 加碼 |
| Slocum, Gordon & Co LLP | 1,250 | $23.8 萬 | 0.21% | 00.0% | 不變 |
| Summit Trail Advisors, LLC | 1,251 | $23.8 萬 | 0.01% | −86−6.4% | 減碼 |
| Westpac Banking Corp | 1,268 | $24.2 萬 | 0.02% | −4,808−79.1% | 減碼 |
| Inscription Capital, LLC | 1,268 | $24.2 萬 | 0.07% | +7+0.6% | 加碼 |
| Caldwell Sutter Capital, Inc. | 1,271 | $24.2 萬 | 0.12% | −3−0.2% | 減碼 |
| Global Retirement Partners, LLC | 1,235 | $24.3 萬 | 0.01% | +385+45.3% | 加碼 |
| West Family Investments, Inc. | 1,278 | $24.3 萬 | 0.08% | +1,278 | 新進 |
| RMB Capital Management, LLC | 1,281 | $24.4 萬 | 0.01% | −12−0.9% | 減碼 |
| Carlson Capital Management | 1,285 | $24.5 萬 | 0.01% | −647−33.5% | 減碼 |
| Caldwell Trust Co | 1,286 | $24.5 萬 | 0.03% | −47−3.5% | 減碼 |
| Live Oak Private Wealth LLC | 1,286 | $24.5 萬 | 0.05% | 00.0% | 不變 |
| Skopos Labs, Inc. | 1,287 | $24.5 萬 | 0.12% | +1,287 | 新進 |
| Eagle Ridge Investment Management | 1,291 | $24.6 萬 | 0.02% | 00.0% | 不變 |
| Formidable Asset Management, LLC | 1,299 | $24.7 萬 | 0.05% | −36−2.7% | 減碼 |
| Delta Asset Management LLC | 1,302 | $24.8 萬 | 0.02% | +6+0.5% | 加碼 |
| Van Strum & Towne Inc. | 1,304 | $24.8 萬 | 0.10% | 00.0% | 不變 |
| Earnest Partners LLC | 1,320 | $25.1 萬 | 0.00% | −10−0.8% | 減碼 |
| Altfest L J & Co Inc | 1,321 | $25.2 萬 | 0.04% | −261−16.5% | 減碼 |
| Naples Money Management LLC | 1,323 | $25.2 萬 | 0.24% | +1,323 | 新進 |
| Trust Point Inc. | 1,325 | $25.2 萬 | 0.02% | +1,325 | 新進 |
| Capital Investment Advisors, LLC | 1,329 | $25.3 萬 | 0.01% | +1,329 | 新進 |
| Monte Financial Group, LLC | 1,329 | $25.3 萬 | 0.12% | −22,922−94.5% | 減碼 |
| Monument Capital Management | 1,330 | $25.3 萬 | 0.08% | +1,330 | 新進 |
| Cape Ann Savings Bank | 1,200 | $25.4 萬 | 0.17% | +1,200 | 新進 |
| D L Carlson Investment Group Inc | 1,160 | $25.4 萬 | 0.05% | −129−10.0% | 減碼 |
| Soundmark Wealth Management, LLC | 1,340 | $25.5 萬 | 0.13% | 00.0% | 不變 |
| Penn Davis McFarland Inc | 1,344 | $25.6 萬 | 0.04% | +1,344 | 新進 |
| Aspiriant, LLC | 1,344 | $25.6 萬 | 0.01% | +1,344 | 新進 |
| Great Waters Wealth Management | 1,343 | $25.7 萬 | 0.05% | +3+0.2% | 加碼 |
| Principal Securities, Inc. | 1,354 | $25.8 萬 | 0.01% | +1,354 | 新進 |
| Calamos Wealth Management LLC | 1,355 | $25.8 萬 | 0.02% | −223−14.1% | 減碼 |
| Wealth Effects LLC | 1,370 | $26.1 萬 | 0.10% | +1+0.1% | 加碼 |
| Henrickson Nauta Wealth Advisors, Inc. | 1,370 | $26.1 萬 | 0.13% | 00.0% | 不變 |
| First Nebraska Trust Co | 1,370 | $26.1 萬 | 0.03% | 00.0% | 不變 |
| Chicago Partners Investment Group LLC | 1,241 | $26.2 萬 | 0.01% | +1,241 | 新進 |
| Rehmann Capital Advisory Group | 1,379 | $26.3 萬 | 0.02% | −33−2.3% | 減碼 |
| Crestwood Advisors Group LLC | 1,387 | $26.4 萬 | 0.01% | +88+6.8% | 加碼 |
| Dearborn Partners LLC | 1,387 | $26.4 萬 | 0.01% | 00.0% | 不變 |
| Cornerstone Wealth Management, LLC | 1,394 | $26.5 萬 | 0.02% | +1,394 | 新進 |
| Advisor OS, LLC | 1,394 | $26.6 萬 | 0.03% | +103+8.0% | 加碼 |
| New Hampshire Trust | 1,400 | $26.7 萬 | 0.06% | −5−0.4% | 減碼 |
| Brookstone Capital Management | 1,403 | $26.7 萬 | 0.01% | −58−4.0% | 減碼 |
| Oakworth Capital, Inc. | 1,407 | $26.8 萬 | 0.02% | +456+47.9% | 加碼 |
| Moneta Group Investment Advisors LLC | 1,407 | $26.8 萬 | 0.01% | +178+14.5% | 加碼 |
| Peachtree Investment Partners, LLC | 1,412 | $26.9 萬 | 0.11% | +2+0.1% | 加碼 |
| Cornell Pochily Investment Advisors, Inc. | 1,413 | $26.9 萬 | 0.11% | +1,413 | 新進 |
| One + One Wealth Management, LLC | 1,910 | $27.2 萬 | 0.17% | +1,910 | 新進 |
| Sandy Spring Bank | 1,434 | $27.3 萬 | 0.01% | −47−3.2% | 減碼 |
| Northwest Quadrant Wealth Management, LLC | 1,434 | $27.3 萬 | 0.07% | −153−9.6% | 減碼 |
| Colonial Trust Co | 1,438 | $27.4 萬 | 0.06% | −26−1.8% | 減碼 |
| Manchester Capital Management LLC | 1,440 | $27.4 萬 | 0.04% | +33+2.3% | 加碼 |
| Advisors Capital Management, LLC | 1,444 | $27.5 萬 | 0.01% | +1,444 | 新進 |
| New Potomac Partners, LLC | 1,444 | $27.5 萬 | 0.16% | −390−21.3% | 減碼 |
| Fairhaven Wealth Management, LLC | 1,444 | $27.5 萬 | 0.10% | 00.0% | 不變 |
| Shelton Capital Management | 1,451 | $27.6 萬 | 0.01% | −72−4.7% | 減碼 |
| Avantax Planning Partners, Inc. | 1,455 | $27.7 萬 | 0.01% | +11+0.8% | 加碼 |
| Mitchell Sinkler & Starr | 1,456 | $27.7 萬 | 0.05% | +1,456 | 新進 |
| Premier Path Wealth Partners, LLC | 1,458 | $27.8 萬 | 0.06% | +1,458 | 新進 |
| JFS Wealth Advisors, LLC | 1,459 | $27.8 萬 | 0.02% | +106+7.8% | 加碼 |
| Grove Bank & Trust | 1,460 | $27.8 萬 | 0.05% | −18−1.2% | 減碼 |
| Tiemann Investment Advisors, LLC | 1,460 | $27.8 萬 | 0.14% | 00.0% | 不變 |
| Intrua Financial, LLC | 1,462 | $27.8 萬 | 0.04% | −200−12.0% | 減碼 |
| Advus Financial Partners, LLC | 1,473 | $28.1 萬 | 0.10% | +243+19.8% | 加碼 |
| MKT Advisors LLC | 1,459 | $28.2 萬 | 0.19% | −500−25.5% | 減碼 |
| Congress Wealth Management LLC | 1,482 | $28.2 萬 | 0.01% | +207+16.2% | 加碼 |
| Windsor Capital Management, LLC | 1,488 | $28.4 萬 | 0.09% | +2+0.1% | 加碼 |
| Strait & Sound Wealth Management LLC | 1,438 | $28.4 萬 | 0.18% | 00.0% | 不變 |
| All Terrain Financial Advisors, LLC | 1,495 | $28.5 萬 | 0.13% | 00.0% | 不變 |
| Sloy Dahl & Holst, LLC | 1,499 | $28.6 萬 | 0.06% | 00.0% | 不變 |
| DAGCO, Inc. | 1,506 | $28.7 萬 | 0.26% | +1,506 | 新進 |
| Dynamic Wealth Strategies, LLC | 1,506 | $28.7 萬 | 0.26% | +1,506 | 新進 |
| Renaissance Group LLC | 1,508 | $28.7 萬 | 0.01% | +1,508 | 新進 |
| Five Oceans Advisors | 1,509 | $28.7 萬 | 0.16% | −121−7.4% | 減碼 |
| G2 Capital Management, LLC | 1,516 | $28.9 萬 | 0.10% | +1,516 | 新進 |
| McKinley Carter Wealth Services, Inc. | 1,516 | $28.9 萬 | 0.02% | −1−0.1% | 減碼 |
| Carr Financial Group Corp | 1,517 | $28.9 萬 | 0.11% | 00.0% | 不變 |
| Wellington Shields & Co., LLC | 1,518 | $28.9 萬 | 0.11% | −2−0.1% | 減碼 |
| Concurrent Investment Advisors, LLC | 1,520 | $28.9 萬 | 0.01% | +1,520 | 新進 |