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。
2024 年第 1 季 13F 持有人
Travelers Companies, Inc. 在 2024/3/31 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
- 1,452
- 較 2023 年第 4 季 +135 家
- 持有股數
- 1.90 億
- 較 2023 年第 4 季 +50.5 萬 (+0.3%)
- 總市值
- $435.9 億
- 較 2023 年第 4 季 +$76.4 億 (+21.3%)
- 新進機構
- 208
- 另有 452 家加碼
- 清倉機構
- 73
- 另有 510 家減碼
另有 17 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Proficio Capital Partners LLC | 1,596 | $36.7 萬 | 0.04% | +64+4.2% | 加碼 |
| Legacy Private Trust Co. | 1,603 | $36.9 萬 | 0.03% | 00.0% | 不變 |
| Schmidt P J Investment Management Inc | 1,605 | $36.9 萬 | 0.07% | 00.0% | 不變 |
| Dearborn Partners LLC | 1,612 | $37.1 萬 | 0.02% | +225+16.2% | 加碼 |
| Csenge Advisory Group | 1,613 | $37.1 萬 | 0.02% | +11+0.7% | 加碼 |
| Brookstone Capital Management | 1,630 | $37.5 萬 | 0.01% | +227+16.2% | 加碼 |
| Scientech Research LLC | 1,633 | $37.6 萬 | 0.20% | +1,633 | 新進 |
| Lakeview Capital Partners, LLC | 1,635 | $37.6 萬 | 0.06% | −2−0.1% | 減碼 |
| Smith, Moore & Co. | 1,635 | $37.6 萬 | 0.04% | −150−8.4% | 減碼 |
| WSFS Capital Management, LLC | 1,635 | $37.6 萬 | 0.02% | −60−3.5% | 減碼 |
| Fiduciary Group LLC | 1,649 | $38.0 萬 | 0.04% | −67−3.9% | 減碼 |
| Patrick M Sweeney & Associates, Inc | 1,651 | $38.0 萬 | 0.31% | +65+4.1% | 加碼 |
| Summit Trail Advisors, LLC | 1,657 | $38.1 萬 | 0.01% | +406+32.5% | 加碼 |
| Dechtman Wealth Management, LLC | 1,660 | $38.2 萬 | 0.09% | +9+0.5% | 加碼 |
| Concurrent Investment Advisors, LLC | 1,663 | $38.3 萬 | 0.02% | +143+9.4% | 加碼 |
| Charter Trust Co | 1,666 | $38.3 萬 | 0.03% | 00.0% | 不變 |
| Investors Research Corp | 1,672 | $38.5 萬 | 0.09% | −215−11.4% | 減碼 |
| Destination Wealth Management | 1,686 | $38.8 萬 | 0.01% | −1,146−40.5% | 減碼 |
| Neville Rodie & Shaw Inc | 1,700 | $39.1 萬 | 0.03% | 00.0% | 不變 |
| Prime Capital Investment Advisors, LLC | 1,702 | $39.2 萬 | 0.01% | +131+8.3% | 加碼 |
| PDS Planning, Inc | 1,716 | $39.5 萬 | 0.04% | +67+4.1% | 加碼 |
| Drive Wealth Management, LLC | 1,723 | $39.7 萬 | 0.11% | +41+2.4% | 加碼 |
| Pavion Blue Capital, LLC | 1,724 | $39.7 萬 | 0.20% | 00.0% | 不變 |
| BFSG, LLC | 1,739 | $40.0 萬 | 0.05% | 00.0% | 不變 |
| Trueblood Wealth Management, LLC | 1,753 | $40.3 萬 | 0.23% | +61+3.6% | 加碼 |
| ForthRight Wealth Management, LLC | 1,754 | $40.4 萬 | 0.14% | −308−14.9% | 減碼 |
| Flagship Harbor Advisors, LLC | 1,765 | $40.6 萬 | 0.03% | +119+7.2% | 加碼 |
| Evermay Wealth Management LLC | 1,770 | $40.7 萬 | 0.06% | −2−0.1% | 減碼 |
| Principal Securities, Inc. | 1,772 | $40.8 萬 | 0.01% | +418+30.9% | 加碼 |
| Geller Advisors LLC | 1,777 | $40.9 萬 | 0.03% | +13+0.7% | 加碼 |
| CWA Asset Management Group, LLC | 1,784 | $41.1 萬 | 0.02% | +6+0.3% | 加碼 |
| Trust Point Inc. | 1,800 | $41.4 萬 | 0.03% | +475+35.8% | 加碼 |
| Busey Wealth Management | 1,806 | $41.6 萬 | 0.01% | −119−6.2% | 減碼 |
| Peak Asset Management, LLC | 1,814 | $41.7 萬 | 0.08% | −200−9.9% | 減碼 |
| Mountain Pacific Investment Advisers Inc | 1,820 | $41.9 萬 | 0.02% | 00.0% | 不變 |
| Vise Technologies, Inc. | 1,821 | $41.9 萬 | 0.08% | +141+8.4% | 加碼 |
| Central Valley Advisors, LLC | 1,825 | $42.0 萬 | 0.22% | −13−0.7% | 減碼 |
| Cahaba Wealth Management, Inc. | 1,832 | $42.2 萬 | 0.04% | 00.0% | 不變 |
| Fullerton Fund Management Co Ltd. | 1,833 | $42.2 萬 | 0.02% | +1,833 | 新進 |
| Donaldson Capital Management, LLC | 1,845 | $42.5 萬 | 0.02% | +57+3.2% | 加碼 |
| Edge Capital Group, LLC | 1,860 | $42.8 萬 | 0.02% | +26+1.4% | 加碼 |
| Quotient Wealth Partners, LLC | 1,867 | $43.0 萬 | 0.02% | +1,867 | 新進 |
| Empirical Asset Management, LLC | 1,867 | $43.0 萬 | 0.21% | +1,867 | 新進 |
| Stockman Wealth Management, Inc. | 1,869 | $43.0 萬 | 0.08% | +7+0.4% | 加碼 |
| Parkside Financial Bank & Trust | 1,874 | $43.1 萬 | 0.07% | +90+5.0% | 加碼 |
| Evergreen Wealth Solutions, LLC | 1,875 | $43.1 萬 | 0.32% | −190−9.2% | 減碼 |
| GAMMA Investing LLC | 1,876 | $43.2 萬 | 0.09% | +422+29.0% | 加碼 |
| Axq Capital, LP | 1,900 | $43.7 萬 | 0.10% | +1,900 | 新進 |
| First American Trust, FSB | 1,900 | $43.7 萬 | 0.05% | +1,900 | 新進 |
| Atomi Financial Group, Inc. | 1,905 | $43.8 萬 | 0.04% | +325+20.6% | 加碼 |
| Clarius Group, LLC | 1,906 | $43.9 萬 | 0.03% | −119−5.9% | 減碼 |
| First Trust Investment Solutions L.P. | 1,909 | $43.9 萬 | 0.08% | −4,443−69.9% | 減碼 |
| Girard Partners Ltd. | 1,915 | $44.1 萬 | 0.04% | −37−1.9% | 減碼 |
| Mesirow Financial Investment Management, Inc. | 1,917 | $44.1 萬 | 0.01% | +1,917 | 新進 |
| Nomura Holdings Inc | 1,917 | $44.1 萬 | 0.00% | −2,673−58.2% | 減碼 |
| Spinnaker Trust | 1,919 | $44.2 萬 | 0.03% | +14+0.7% | 加碼 |
| Valley Brook Capital Group | 1,927 | $44.3 萬 | 0.35% | 00.0% | 不變 |
| Sanibel Captiva Trust Company, Inc. | 1,928 | $44.4 萬 | 0.02% | +183+10.5% | 加碼 |
| Evergreen Capital Management LLC | 1,933 | $44.5 萬 | 0.02% | +37+2.0% | 加碼 |
| Dana Investment Advisors, Inc. | 1,934 | $44.5 萬 | 0.01% | −548−22.1% | 減碼 |
| Marco Investment Management LLC | 1,936 | $44.6 萬 | 0.04% | +1+0.1% | 加碼 |
| Mechanics Bank Trust Department | 1,938 | $44.6 萬 | 0.07% | +38+2.0% | 加碼 |
| Northeast Investment Management | 1,942 | $44.7 萬 | 0.02% | 00.0% | 不變 |
| Dark Forest Capital Management LP | 1,944 | $44.7 萬 | 0.08% | +1,944 | 新進 |
| First National Corp | 2,357 | $44.9 萬 | 0.11% | 00.0% | 不變 |
| Whalerock Point Partners, LLC | 1,952 | $44.9 萬 | 0.12% | 00.0% | 不變 |
| Wintrust Investments LLC | 1,957 | $45.0 萬 | 0.04% | +5+0.3% | 加碼 |
| Defined Wealth Management, LLC | 1,965 | $45.2 萬 | 0.32% | +4+0.2% | 加碼 |
| Athena Investment Management | 1,966 | $45.2 萬 | 0.27% | 00.0% | 不變 |
| Vicus Capital | 1,966 | $45.3 萬 | 0.04% | +1,966 | 新進 |
| MONECO Advisors, LLC | 1,974 | $45.4 萬 | 0.07% | −27−1.3% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 1,977 | $45.5 萬 | 0.04% | −19,482−90.8% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 1,984 | $45.7 萬 | 0.02% | −1−0.1% | 減碼 |
| Invesco, LLC | 1,988 | $45.8 萬 | 0.19% | −620−23.8% | 減碼 |
| Level Four Advisory Services, LLC | 2,433 | $46.3 萬 | 0.03% | 00.0% | 不變 |
| Mark Sheptoff Financial Planning, LLC | 2,015 | $46.4 萬 | 0.26% | 00.0% | 不變 |
| Stegent Equity Advisors, Inc. | 2,015 | $46.4 萬 | 0.47% | +2,015 | 新進 |
| Fortis Group Advisors, LLC | 2,024 | $46.6 萬 | 0.09% | −15−0.7% | 減碼 |
| Ledyard National Bank | 2,024 | $46.6 萬 | 0.05% | 00.0% | 不變 |
| Tradewinds Capital Management, LLC | 2,027 | $46.6 萬 | 0.13% | +2,000+7,407.4% | 加碼 |
| Boston Trust Walden Corp | 2,028 | $46.7 萬 | 0.00% | 00.0% | 不變 |
| Plante Moran Financial Advisors, LLC | 2,030 | $46.7 萬 | 0.05% | +21+1.0% | 加碼 |
| Oberweis Asset Management Inc | 2,036 | $46.9 萬 | 0.03% | −30−1.5% | 減碼 |
| First Affirmative Financial Network | 2,038 | $46.9 萬 | 0.35% | −135−6.2% | 減碼 |
| Diligent Investors, LLC | 2,056 | $47.3 萬 | 0.12% | 00.0% | 不變 |
| Ridgecrest Wealth Partners, LLC | 2,066 | $47.5 萬 | 0.28% | +10.0% | 加碼 |
| SeaCrest Wealth Management, LLC | 2,068 | $47.6 萬 | 0.06% | −438−17.5% | 減碼 |
| Wedmont Private Capital | 2,126 | $47.6 萬 | 0.03% | +258+13.8% | 加碼 |
| Northcape Wealth Management, LLC | 2,100 | $48.3 萬 | 0.18% | −400−16.0% | 減碼 |
| Evernest Financial Advisors, LLC | 2,271 | $48.6 萬 | 0.23% | +16+0.7% | 加碼 |
| Empower Advisory Group, LLC | 2,115 | $48.7 萬 | 0.00% | +1,002+90.0% | 加碼 |
| Chesapeake Asset Management LLC | 2,137 | $49.2 萬 | 0.49% | −1,123−34.4% | 減碼 |
| Berger Financial Group, Inc | 2,149 | $49.5 萬 | 0.04% | −23,969−91.8% | 減碼 |
| Seamount Financial Group Inc | 2,154 | $49.6 萬 | 0.43% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 2,155 | $49.6 萬 | 0.05% | +91+4.4% | 加碼 |
| Veracity Capital LLC | 2,156 | $49.6 萬 | 0.19% | +251+13.2% | 加碼 |
| RMB Capital Management, LLC | 2,161 | $49.7 萬 | 0.01% | +880+68.7% | 加碼 |
| Great Valley Advisor Group, Inc. | 2,161 | $49.8 萬 | 0.02% | +72+3.4% | 加碼 |
| PFG Advisors | 2,165 | $49.8 萬 | 0.04% | +941+76.9% | 加碼 |
| Fisher Asset Management, LLC | 2,178 | $50.1 萬 | 0.00% | +352+19.3% | 加碼 |