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
- 1,333
- 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 440 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 |
|---|---|---|---|---|---|
| Farmers Trust Co | 1,523 | $29.0 萬 | 0.06% | +66+4.5% | 加碼 |
| Moreno Evelyn V | 1,525 | $29.0 萬 | 0.14% | −33,498−95.6% | 減碼 |
| Woodmont Investment Counsel LLC | 1,526 | $29.1 萬 | 0.03% | −82−5.1% | 減碼 |
| Simmons Bank | 1,531 | $29.2 萬 | 0.02% | 00.0% | 不變 |
| Proficio Capital Partners LLC | 1,532 | $29.2 萬 | 0.04% | +48+3.2% | 加碼 |
| Heritage Wealth Advisors | 1,540 | $29.3 萬 | 0.01% | +1+0.1% | 加碼 |
| Morningstar Investment Services LLC | 1,551 | $29.4 萬 | 0.00% | +1,551 | 新進 |
| PrairieView Partners, LLC | 1,550 | $29.5 萬 | 0.04% | 00.0% | 不變 |
| TrinityPoint Wealth, LLC | 1,555 | $29.6 萬 | 0.05% | −13−0.8% | 減碼 |
| NBT Bank N A | 1,557 | $29.7 萬 | 0.02% | +1,557 | 新進 |
| Burke & Herbert Bank & Trust Co | 1,562 | $29.8 萬 | 0.21% | 00.0% | 不變 |
| Eagle Harbor Asset Management Inc | 1,563 | $29.8 萬 | 0.34% | 00.0% | 不變 |
| Thomasville National Bank | 1,563 | $29.8 萬 | 0.03% | 00.0% | 不變 |
| Randolph Co Inc | 1,565 | $29.8 萬 | 0.04% | +10+0.6% | 加碼 |
| Prime Capital Investment Advisors, LLC | 1,571 | $29.9 萬 | 0.00% | +1,571 | 新進 |
| Essex Savings Bank | 1,572 | $29.9 萬 | 0.09% | −19−1.2% | 減碼 |
| Simplex Trading, LLC | 1,579 | $30.0 萬 | 0.01% | +1,579 | 新進 |
| Somerville Kurt F | 1,575 | $30.0 萬 | 0.06% | 00.0% | 不變 |
| Atomi Financial Group, Inc. | 1,580 | $30.1 萬 | 0.04% | +1,580 | 新進 |
| Patrick M Sweeney & Associates, Inc | 1,586 | $30.2 萬 | 0.28% | +1,586 | 新進 |
| Csenge Advisory Group | 1,602 | $30.5 萬 | 0.02% | +48+3.1% | 加碼 |
| Legacy Private Trust Co. | 1,603 | $30.5 萬 | 0.02% | −110−6.4% | 減碼 |
| Foundations Investment Advisors, LLC | 1,445 | $30.6 萬 | 0.01% | +1,445 | 新進 |
| GAMMA Investing LLC | 1,454 | $30.7 萬 | 0.08% | +1,454 | 新進 |
| Lakeview Capital Partners, LLC | 1,637 | $31.2 萬 | 0.06% | +149+10.0% | 加碼 |
| BLB&B Advisors, LLC | 1,646 | $31.4 萬 | 0.02% | −199−10.8% | 減碼 |
| Flagship Harbor Advisors, LLC | 1,646 | $31.4 萬 | 0.02% | −74−4.3% | 減碼 |
| Everpar Advisors LLC | 1,647 | $31.4 萬 | 0.15% | +1,647 | 新進 |
| Dechtman Wealth Management, LLC | 1,651 | $31.4 萬 | 0.08% | +1,651 | 新進 |
| PDS Planning, Inc | 1,649 | $31.4 萬 | 0.04% | +369+28.8% | 加碼 |
| Charter Trust Co | 1,666 | $31.7 萬 | 0.02% | 00.0% | 不變 |
| Vise Technologies, Inc. | 1,680 | $32.0 萬 | 0.07% | +286+20.5% | 加碼 |
| Drive Wealth Management, LLC | 1,682 | $32.0 萬 | 0.10% | +1,682 | 新進 |
| Trueblood Wealth Management, LLC | 1,692 | $32.2 萬 | 0.20% | +1,692 | 新進 |
| WSFS Capital Management, LLC | 1,695 | $32.3 萬 | 0.02% | −46−2.6% | 減碼 |
| Neville Rodie & Shaw Inc | 1,700 | $32.4 萬 | 0.03% | 00.0% | 不變 |
| Wade G W & Inc | 1,705 | $32.5 萬 | 0.01% | −1−0.1% | 減碼 |
| Fiduciary Group LLC | 1,716 | $32.7 萬 | 0.04% | 00.0% | 不變 |
| Pavion Blue Capital, LLC | 1,724 | $32.8 萬 | 0.18% | 00.0% | 不變 |
| BFSG, LLC | 1,739 | $33.1 萬 | 0.05% | 00.0% | 不變 |
| Humankind Investments LLC | 1,743 | $33.2 萬 | 0.10% | −114−6.1% | 減碼 |
| Sanibel Captiva Trust Company, Inc. | 1,745 | $33.2 萬 | 0.01% | +1,745 | 新進 |
| Ronald Blue Trust, Inc. | 2,040 | $33.3 萬 | 0.01% | −255−11.1% | 減碼 |
| Wesbanco Bank Inc | 1,757 | $33.5 萬 | 0.02% | −1,200−40.6% | 減碼 |
| Adviser Investments LLC | 1,760 | $33.5 萬 | 0.00% | +1,760 | 新進 |
| Geller Advisors LLC | 1,764 | $33.6 萬 | 0.03% | −948−35.0% | 減碼 |
| Custom Index Systems, LLC | 1,768 | $33.7 萬 | 0.21% | +1,768 | 新進 |
| Sippican Capital Advisors | 1,772 | $33.8 萬 | 0.26% | +1,772 | 新進 |
| Evermay Wealth Management LLC | 1,772 | $33.8 萬 | 0.06% | +2+0.1% | 加碼 |
| CWA Asset Management Group, LLC | 1,778 | $33.9 萬 | 0.02% | +137+8.3% | 加碼 |
| Advisors Management Group Inc | 1,782 | $33.9 萬 | 0.09% | −27−1.5% | 減碼 |
| Rothschild Investment LLC | 1,781 | $33.9 萬 | 0.03% | +1,781 | 新進 |
| Schmidt P J Investment Management Inc | 1,605 | $33.9 萬 | 0.07% | +61+4.0% | 加碼 |
| Parkside Financial Bank & Trust | 1,784 | $34.0 萬 | 0.06% | +165+10.2% | 加碼 |
| Smith, Moore & Co. | 1,785 | $34.0 萬 | 0.04% | 00.0% | 不變 |
| Donaldson Capital Management, LLC | 1,788 | $34.1 萬 | 0.02% | +1+0.1% | 加碼 |
| Mountain Pacific Investment Advisers Inc | 1,820 | $34.7 萬 | 0.02% | −10−0.5% | 減碼 |
| Insigneo Advisory Services, LLC | 1,826 | $34.8 萬 | 0.05% | +103+6.0% | 加碼 |
| Fisher Asset Management, LLC | 1,826 | $34.8 萬 | 0.00% | −465−20.3% | 減碼 |
| Cahaba Wealth Management, Inc. | 1,832 | $34.9 萬 | 0.03% | −141−7.1% | 減碼 |
| Edge Capital Group, LLC | 1,834 | $34.9 萬 | 0.02% | −242−11.7% | 減碼 |
| Fortis Group Advisors, LLC | 2,039 | $35.0 萬 | 0.09% | 00.0% | 不變 |
| Central Valley Advisors, LLC | 1,838 | $35.0 萬 | 0.21% | +1,838 | 新進 |
| Corton Capital Inc. | 1,851 | $35.3 萬 | 0.11% | +1,851 | 新進 |
| Mather Group, LLC. | 1,854 | $35.3 萬 | 0.01% | +1,854 | 新進 |
| Stockman Wealth Management, Inc. | 1,862 | $35.5 萬 | 0.07% | −125−6.3% | 減碼 |
| Wedmont Private Capital | 1,868 | $35.9 萬 | 0.03% | +476+34.2% | 加碼 |
| Investors Research Corp | 1,887 | $35.9 萬 | 0.09% | 00.0% | 不變 |
| Evergreen Capital Management LLC | 1,896 | $36.1 萬 | 0.01% | +42+2.3% | 加碼 |
| Mechanics Bank Trust Department | 1,900 | $36.2 萬 | 0.06% | 00.0% | 不變 |
| iA Global Asset Management Inc. | 1,898 | $36.2 萬 | 0.01% | −1,708−47.4% | 減碼 |
| Farmers & Merchants Trust Co of Long Beach | 1,901 | $36.2 萬 | 0.10% | 00.0% | 不變 |
| 9258 Wealth Management, LLC | 1,901 | $36.2 萬 | 0.06% | +23+1.2% | 加碼 |
| Veracity Capital LLC | 1,905 | $36.3 萬 | 0.15% | −48−2.5% | 減碼 |
| Spinnaker Trust | 1,905 | $36.3 萬 | 0.02% | 00.0% | 不變 |
| Busey Wealth Management | 1,925 | $36.7 萬 | 0.01% | −752−28.1% | 減碼 |
| Valley Brook Capital Group | 1,927 | $36.7 萬 | 0.32% | −200−9.4% | 減碼 |
| Marco Investment Management LLC | 1,935 | $36.9 萬 | 0.04% | 00.0% | 不變 |
| Northeast Investment Management | 1,942 | $37.0 萬 | 0.02% | −910−31.9% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,942 | $37.0 萬 | 0.00% | +1,942 | 新進 |
| Whalerock Point Partners, LLC | 1,952 | $37.2 萬 | 0.12% | 00.0% | 不變 |
| Girard Partners Ltd. | 1,952 | $37.2 萬 | 0.04% | +181+10.2% | 加碼 |
| Wintrust Investments LLC | 1,952 | $37.2 萬 | 0.04% | +79+4.2% | 加碼 |
| Defined Wealth Management, LLC | 1,961 | $37.4 萬 | 0.29% | +1,961 | 新進 |
| Alpha Cubed Investments, LLC | 1,966 | $37.5 萬 | 0.02% | +32+1.7% | 加碼 |
| Athena Investment Management | 1,966 | $37.5 萬 | 0.24% | 00.0% | 不變 |
| Golden State Equity Partners | 1,971 | $37.5 萬 | 0.09% | +14+0.7% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 1,985 | $37.8 萬 | 0.02% | +79+4.1% | 加碼 |
| MONECO Advisors, LLC | 2,001 | $38.1 萬 | 0.07% | −8−0.4% | 減碼 |
| Mayfair Advisory Group, LLC | 1,994 | $38.2 萬 | 0.33% | −234−10.5% | 減碼 |
| Plante Moran Financial Advisors, LLC | 2,009 | $38.3 萬 | 0.04% | 00.0% | 不變 |
| Peak Asset Management, LLC | 2,014 | $38.4 萬 | 0.08% | 00.0% | 不變 |
| Mark Sheptoff Financial Planning, LLC | 2,015 | $38.4 萬 | 0.23% | 00.0% | 不變 |
| Warren Averett Asset Management, LLC | 2,022 | $38.5 萬 | 0.01% | +124+6.5% | 加碼 |
| Ledyard National Bank | 2,024 | $38.6 萬 | 0.04% | −128−5.9% | 減碼 |
| Clarius Group, LLC | 2,025 | $38.6 萬 | 0.03% | +78+4.0% | 加碼 |
| Howland Capital Management LLC | 2,026 | $38.6 萬 | 0.02% | +430+26.9% | 加碼 |
| Boston Trust Walden Corp | 2,028 | $38.6 萬 | 0.00% | 00.0% | 不變 |
| Diligent Investors, LLC | 2,056 | $39.2 萬 | 0.11% | 00.0% | 不變 |
| Keystone Financial Group | 2,062 | $39.3 萬 | 0.07% | 00.0% | 不變 |