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 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 | 1,868 | $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 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 |
|---|---|---|---|---|---|
| Drive Wealth Management, LLC | 1,682 | $32.0 萬 | 0.10% | +1,682 | 新進 |
| Vise Technologies, Inc. | 1,680 | $32.0 萬 | 0.07% | +286+20.5% | 加碼 |
| Charter Trust Co | 1,666 | $31.7 萬 | 0.02% | 00.0% | 不變 |
| PDS Planning, Inc | 1,649 | $31.4 萬 | 0.04% | +369+28.8% | 加碼 |
| Dechtman Wealth Management, LLC | 1,651 | $31.4 萬 | 0.08% | +1,651 | 新進 |
| Everpar Advisors LLC | 1,647 | $31.4 萬 | 0.15% | +1,647 | 新進 |
| Flagship Harbor Advisors, LLC | 1,646 | $31.4 萬 | 0.02% | −74−4.3% | 減碼 |
| BLB&B Advisors, LLC | 1,646 | $31.4 萬 | 0.02% | −199−10.8% | 減碼 |
| Lakeview Capital Partners, LLC | 1,637 | $31.2 萬 | 0.06% | +149+10.0% | 加碼 |
| GAMMA Investing LLC | 1,454 | $30.7 萬 | 0.08% | +1,454 | 新進 |
| Foundations Investment Advisors, LLC | 1,445 | $30.6 萬 | 0.01% | +1,445 | 新進 |
| Legacy Private Trust Co. | 1,603 | $30.5 萬 | 0.02% | −110−6.4% | 減碼 |
| Csenge Advisory Group | 1,602 | $30.5 萬 | 0.02% | +48+3.1% | 加碼 |
| Patrick M Sweeney & Associates, Inc | 1,586 | $30.2 萬 | 0.28% | +1,586 | 新進 |
| Atomi Financial Group, Inc. | 1,580 | $30.1 萬 | 0.04% | +1,580 | 新進 |
| Somerville Kurt F | 1,575 | $30.0 萬 | 0.06% | 00.0% | 不變 |
| Simplex Trading, LLC | 1,579 | $30.0 萬 | 0.01% | +1,579 | 新進 |
| Essex Savings Bank | 1,572 | $29.9 萬 | 0.09% | −19−1.2% | 減碼 |
| Prime Capital Investment Advisors, LLC | 1,571 | $29.9 萬 | 0.00% | +1,571 | 新進 |
| Randolph Co Inc | 1,565 | $29.8 萬 | 0.04% | +10+0.6% | 加碼 |
| 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 |
| Burke & Herbert Bank & Trust Co | 1,562 | $29.8 萬 | 0.21% | 00.0% | 不變 |
| NBT Bank N A | 1,557 | $29.7 萬 | 0.02% | +1,557 | 新進 |
| TrinityPoint Wealth, LLC | 1,555 | $29.6 萬 | 0.05% | −13−0.8% | 減碼 |
| PrairieView Partners, LLC | 1,550 | $29.5 萬 | 0.04% | 00.0% | 不變 |
| Morningstar Investment Services LLC | 1,551 | $29.4 萬 | 0.00% | +1,551 | 新進 |
| Heritage Wealth Advisors | 1,540 | $29.3 萬 | 0.01% | +1+0.1% | 加碼 |
| Proficio Capital Partners LLC | 1,532 | $29.2 萬 | 0.04% | +48+3.2% | 加碼 |
| Simmons Bank | 1,531 | $29.2 萬 | 0.02% | 00.0% | 不變 |
| Woodmont Investment Counsel LLC | 1,526 | $29.1 萬 | 0.03% | −82−5.1% | 減碼 |
| Moreno Evelyn V | 1,525 | $29.0 萬 | 0.14% | −33,498−95.6% | 減碼 |
| Farmers Trust Co | 1,523 | $29.0 萬 | 0.06% | +66+4.5% | 加碼 |
| Aspen Investment Management Inc | 1,522 | $29.0 萬 | 0.16% | 00.0% | 不變 |
| Concurrent Investment Advisors, LLC | 1,520 | $28.9 萬 | 0.01% | +1,520 | 新進 |
| Wellington Shields & Co., LLC | 1,518 | $28.9 萬 | 0.11% | −2−0.1% | 減碼 |
| Carr Financial Group Corp | 1,517 | $28.9 萬 | 0.11% | 00.0% | 不變 |
| McKinley Carter Wealth Services, Inc. | 1,516 | $28.9 萬 | 0.02% | −1−0.1% | 減碼 |
| G2 Capital Management, LLC | 1,516 | $28.9 萬 | 0.10% | +1,516 | 新進 |
| Five Oceans Advisors | 1,509 | $28.7 萬 | 0.16% | −121−7.4% | 減碼 |
| Renaissance Group LLC | 1,508 | $28.7 萬 | 0.01% | +1,508 | 新進 |
| 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 |
| Sloy Dahl & Holst, LLC | 1,499 | $28.6 萬 | 0.06% | 00.0% | 不變 |
| All Terrain Financial Advisors, LLC | 1,495 | $28.5 萬 | 0.13% | 00.0% | 不變 |
| Strait & Sound Wealth Management LLC | 1,438 | $28.4 萬 | 0.18% | 00.0% | 不變 |
| Windsor Capital Management, LLC | 1,488 | $28.4 萬 | 0.09% | +2+0.1% | 加碼 |
| Congress Wealth Management LLC | 1,482 | $28.2 萬 | 0.01% | +207+16.2% | 加碼 |
| MKT Advisors LLC | 1,459 | $28.2 萬 | 0.19% | −500−25.5% | 減碼 |
| Intrua Financial, LLC | 1,462 | $27.8 萬 | 0.04% | −200−12.0% | 減碼 |
| 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 |
| JFS Wealth Advisors, LLC | 1,459 | $27.8 萬 | 0.02% | +106+7.8% | 加碼 |
| Premier Path Wealth Partners, LLC | 1,458 | $27.8 萬 | 0.06% | +1,458 | 新進 |
| Mitchell Sinkler & Starr | 1,456 | $27.7 萬 | 0.05% | +1,456 | 新進 |
| Avantax Planning Partners, Inc. | 1,455 | $27.7 萬 | 0.01% | +11+0.8% | 加碼 |
| Shelton Capital Management | 1,451 | $27.6 萬 | 0.01% | −72−4.7% | 減碼 |
| 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 |
| Advisors Capital Management, LLC | 1,444 | $27.5 萬 | 0.01% | +1,444 | 新進 |
| Manchester Capital Management LLC | 1,440 | $27.4 萬 | 0.04% | +33+2.3% | 加碼 |
| Colonial Trust Co | 1,438 | $27.4 萬 | 0.06% | −26−1.8% | 減碼 |
| Northwest Quadrant Wealth Management, LLC | 1,434 | $27.3 萬 | 0.07% | −153−9.6% | 減碼 |
| Sandy Spring Bank | 1,434 | $27.3 萬 | 0.01% | −47−3.2% | 減碼 |
| One + One Wealth Management, LLC | 1,910 | $27.2 萬 | 0.17% | +1,910 | 新進 |
| Cornell Pochily Investment Advisors, Inc. | 1,413 | $26.9 萬 | 0.11% | +1,413 | 新進 |
| Peachtree Investment Partners, LLC | 1,412 | $26.9 萬 | 0.11% | +2+0.1% | 加碼 |
| Moneta Group Investment Advisors LLC | 1,407 | $26.8 萬 | 0.01% | +178+14.5% | 加碼 |
| Oakworth Capital, Inc. | 1,407 | $26.8 萬 | 0.02% | +456+47.9% | 加碼 |
| Brookstone Capital Management | 1,403 | $26.7 萬 | 0.01% | −58−4.0% | 減碼 |
| New Hampshire Trust | 1,400 | $26.7 萬 | 0.06% | −5−0.4% | 減碼 |
| Advisor OS, LLC | 1,394 | $26.6 萬 | 0.03% | +103+8.0% | 加碼 |
| Cornerstone Wealth Management, LLC | 1,394 | $26.5 萬 | 0.02% | +1,394 | 新進 |
| Dearborn Partners LLC | 1,387 | $26.4 萬 | 0.01% | 00.0% | 不變 |
| Crestwood Advisors Group LLC | 1,387 | $26.4 萬 | 0.01% | +88+6.8% | 加碼 |
| Rehmann Capital Advisory Group | 1,379 | $26.3 萬 | 0.02% | −33−2.3% | 減碼 |
| Chicago Partners Investment Group LLC | 1,241 | $26.2 萬 | 0.01% | +1,241 | 新進 |
| First Nebraska Trust Co | 1,370 | $26.1 萬 | 0.03% | 00.0% | 不變 |
| Henrickson Nauta Wealth Advisors, Inc. | 1,370 | $26.1 萬 | 0.13% | 00.0% | 不變 |
| Wealth Effects LLC | 1,370 | $26.1 萬 | 0.10% | +1+0.1% | 加碼 |
| Calamos Wealth Management LLC | 1,355 | $25.8 萬 | 0.02% | −223−14.1% | 減碼 |
| Principal Securities, Inc. | 1,354 | $25.8 萬 | 0.01% | +1,354 | 新進 |
| Great Waters Wealth Management | 1,343 | $25.7 萬 | 0.05% | +3+0.2% | 加碼 |
| 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 |
| Soundmark Wealth Management, LLC | 1,340 | $25.5 萬 | 0.13% | 00.0% | 不變 |
| D L Carlson Investment Group Inc | 1,160 | $25.4 萬 | 0.05% | −129−10.0% | 減碼 |
| Cape Ann Savings Bank | 1,200 | $25.4 萬 | 0.17% | +1,200 | 新進 |
| Monument Capital Management | 1,330 | $25.3 萬 | 0.08% | +1,330 | 新進 |
| Monte Financial Group, LLC | 1,329 | $25.3 萬 | 0.12% | −22,922−94.5% | 減碼 |
| Capital Investment Advisors, LLC | 1,329 | $25.3 萬 | 0.01% | +1,329 | 新進 |
| Trust Point Inc. | 1,325 | $25.2 萬 | 0.02% | +1,325 | 新進 |
| Naples Money Management LLC | 1,323 | $25.2 萬 | 0.24% | +1,323 | 新進 |
| Altfest L J & Co Inc | 1,321 | $25.2 萬 | 0.04% | −261−16.5% | 減碼 |
| Earnest Partners LLC | 1,320 | $25.1 萬 | 0.00% | −10−0.8% | 減碼 |
| Van Strum & Towne Inc. | 1,304 | $24.8 萬 | 0.10% | 00.0% | 不變 |
| Delta Asset Management LLC | 1,302 | $24.8 萬 | 0.02% | +6+0.5% | 加碼 |
| Formidable Asset Management, LLC | 1,299 | $24.7 萬 | 0.05% | −36−2.7% | 減碼 |
| Eagle Ridge Investment Management | 1,291 | $24.6 萬 | 0.02% | 00.0% | 不變 |
| Skopos Labs, Inc. | 1,287 | $24.5 萬 | 0.12% | +1,287 | 新進 |