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 |
|---|---|---|---|---|---|
| Apollon Wealth Management, LLC | 4,293 | $98.8 萬 | 0.03% | −28−0.6% | 減碼 |
| Somerset Group LLC | 4,303 | $99.0 萬 | 0.93% | 00.0% | 不變 |
| Searle & Co. | 4,304 | $99.1 萬 | 0.25% | 00.0% | 不變 |
| Bridges Investment Management Inc | 4,315 | $99.3 萬 | 0.03% | 00.0% | 不變 |
| Ballentine Partners, LLC | 4,346 | $100.0 萬 | 0.02% | +123+2.9% | 加碼 |
| Forum Financial Management, LP | 4,397 | $101.2 萬 | 0.02% | 00.0% | 不變 |
| Coldstream Capital Management Inc | 4,405 | $101.4 萬 | 0.03% | +866+24.5% | 加碼 |
| Mission Wealth Management, LP | 4,407 | $101.4 萬 | 0.03% | +185+4.4% | 加碼 |
| SlateStone Wealth, LLC | 4,417 | $101.7 萬 | 0.10% | +174+4.1% | 加碼 |
| Symmetry Partners, LLC | 4,439 | $102.2 萬 | 0.08% | 00.0% | 不變 |
| Great Lakes Retirement, Inc. | 4,443 | $102.3 萬 | 0.15% | +4,443 | 新進 |
| Hanson & Doremus Investment Management | 4,447 | $102.3 萬 | 0.18% | −206−4.4% | 減碼 |
| Bullock Wealth Management Group | 4,509 | $102.9 萬 | 0.69% | +4,509 | 新進 |
| Sutton Place Investors LLC | 4,475 | $103.0 萬 | 0.51% | +4,475 | 新進 |
| AA Financial Advisors, LLC | 4,492 | $103.4 萬 | 0.42% | +4,492 | 新進 |
| Versor Investments LP | 4,497 | $103.5 萬 | 0.21% | +4,497 | 新進 |
| Providence Wealth Advisors, LLC | 4,553 | $103.7 萬 | 0.89% | −13,859−75.3% | 減碼 |
| Investors Asset Management of Georgia Inc | 4,511 | $103.8 萬 | 0.49% | −100−2.2% | 減碼 |
| Valeo Financial Advisors, LLC | 4,895 | $104.5 萬 | 0.04% | +369+8.2% | 加碼 |
| Resources Investment Advisors, LLC. | 4,563 | $105.0 萬 | 0.02% | −1,103−19.5% | 減碼 |
| Prostatis Group LLC | 4,596 | $105.8 萬 | 0.40% | +676+17.2% | 加碼 |
| Fiera Capital Corp | 4,616 | $106.2 萬 | 0.00% | −85−1.8% | 減碼 |
| Kestra Private Wealth Services, LLC | 4,633 | $106.6 萬 | 0.02% | −449−8.8% | 減碼 |
| Ascent Group, LLC | 4,692 | $108.0 萬 | 0.10% | +41+0.9% | 加碼 |
| Beaumont Financial Advisors, LLC | 4,714 | $108.5 萬 | 0.09% | +756+19.1% | 加碼 |
| Wealth Alliance | 4,732 | $108.9 萬 | 0.14% | +2,011+73.9% | 加碼 |
| HBK Sorce Advisory LLC | 4,745 | $109.2 萬 | 0.04% | −87−1.8% | 減碼 |
| Aureus Asset Management, LLC | 4,780 | $110.0 萬 | 0.08% | −550−10.3% | 減碼 |
| PYA Waltman Capital, LLC | 4,795 | $110.4 萬 | 0.41% | +75+1.6% | 加碼 |
| Boston Financial Mangement LLC | 4,809 | $110.7 萬 | 0.04% | −350−6.8% | 減碼 |
| Paradigm Asset Management Co LLC | 4,900 | $112.8 萬 | 0.29% | 00.0% | 不變 |
| Alberta Investment Management Corp | 4,900 | $112.8 萬 | 0.01% | 00.0% | 不變 |
| Johnson Investment Counsel Inc | 4,938 | $113.6 萬 | 0.01% | +324+7.0% | 加碼 |
| Union Savings Bank | 4,977 | $114.5 萬 | 0.60% | −242−4.6% | 減碼 |
| CIBC World Markets Inc. | 4,999 | $115.0 萬 | 0.00% | +1,634+48.6% | 加碼 |
| Central Trust Co | 4,997 | $115.0 萬 | 0.03% | −70−1.4% | 減碼 |
| Trust Co of Toledo NA | 5,007 | $115.2 萬 | 0.18% | +28+0.6% | 加碼 |
| NEOS Investment Management LLC | 5,064 | $116.5 萬 | 0.07% | −2,404−32.2% | 減碼 |
| Nicholas Hoffman & Company, LLC. | 5,075 | $116.8 萬 | 0.06% | −296−5.5% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 5,081 | $116.9 萬 | 0.06% | +916+22.0% | 加碼 |
| Winton Group Ltd | 5,137 | $118.2 萬 | 0.08% | +5,137 | 新進 |
| Private Trust Co NA | 5,201 | $119.7 萬 | 0.13% | −217−4.0% | 減碼 |
| Fox Run Management, L.L.C. | 5,213 | $120.0 萬 | 0.26% | +5,213 | 新進 |
| Gen-Wealth Partners Inc | 5,254 | $120.9 萬 | 0.60% | +5,254 | 新進 |
| JT Stratford LLC | 5,262 | $121.1 萬 | 0.24% | +5,262 | 新進 |
| Hilltop Holdings Inc. | 5,274 | $121.4 萬 | 0.13% | −14,109−72.8% | 減碼 |
| Ci Investments Inc. | 5,291 | $121.8 萬 | 0.00% | +908+20.7% | 加碼 |
| Haverford Trust Co | 5,309 | $122.2 萬 | 0.01% | 00.0% | 不變 |
| Harbor Capital Advisors, Inc. | 5,316 | $122.3 萬 | 0.16% | +1,456+37.7% | 加碼 |
| Silvercrest Asset Management Group LLC | 5,327 | $122.6 萬 | 0.01% | −606−10.2% | 減碼 |
| Plato Investment Management Ltd | 5,369 | $123.6 萬 | 0.13% | +4,426+469.4% | 加碼 |
| Kingswood Wealth Advisors, LLC | 5,377 | $123.7 萬 | 0.14% | −352−6.1% | 減碼 |
| Tocqueville Asset Management L.P. | 5,395 | $124.2 萬 | 0.02% | −55−1.0% | 減碼 |
| Axxcess Wealth Management, LLC | 5,463 | $125.7 萬 | 0.04% | +1,189+27.8% | 加碼 |
| Douglass Winthrop Advisors, LLC | 5,477 | $126.0 萬 | 0.03% | 00.0% | 不變 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 5,485 | $126.2 萬 | 0.00% | +3,543+182.4% | 加碼 |
| Claro Advisors LLC | 5,514 | $126.9 萬 | 0.22% | +179+3.4% | 加碼 |
| TownSquare Capital, LLC | 5,559 | $127.9 萬 | 0.02% | +350+6.7% | 加碼 |
| Jefferies Financial Group Inc. | 5,621 | $129.4 萬 | 0.03% | +5,621 | 新進 |
| Roundview Capital LLC | 5,643 | $129.9 萬 | 0.11% | −6−0.1% | 減碼 |
| Two Sigma Investments, LP | 5,703 | $131.2 萬 | 0.00% | −67,405−92.2% | 減碼 |
| HighPoint Advisor Group LLC | 6,068 | $131.4 萬 | 0.09% | +39+0.6% | 加碼 |
| Lowe Brockenbrough & Co Inc | 5,715 | $132.1 萬 | 0.09% | −1,783−23.8% | 減碼 |
| Transamerica Financial Advisors, Inc. | 5,775 | $133.0 萬 | 0.14% | +5,775 | 新進 |
| Trust Co of Vermont | 5,783 | $133.1 萬 | 0.07% | −16−0.3% | 減碼 |
| Financiere des Professionnels - Fonds d,investissement inc. | 5,787 | $133.2 萬 | 0.11% | 00.0% | 不變 |
| Concord Asset Management, LLC | 5,793 | $133.3 萬 | 0.35% | +1,080+22.9% | 加碼 |
| Flputnam Investment Management Co | 5,814 | $133.8 萬 | 0.03% | +109+1.9% | 加碼 |
| We Are One Seven, LLC | 5,827 | $134.1 萬 | 0.07% | −1,309−18.3% | 減碼 |
| Concord Wealth Partners | 5,833 | $134.2 萬 | 0.24% | +1,086+22.9% | 加碼 |
| Elmwood Wealth Management, Inc. | 5,916 | $136.2 萬 | 0.58% | +1,518+34.5% | 加碼 |
| J.W. Cole Advisors, Inc. | 5,962 | $136.5 萬 | 0.07% | +1,242+26.3% | 加碼 |
| NJ State Employees Deferred Compensation Plan | 5,943 | $136.8 萬 | 0.17% | 00.0% | 不變 |
| MB, Levis & Associates, LLC | 5,971 | $137.4 萬 | 0.74% | +21+0.4% | 加碼 |
| Integrated Wealth Concepts LLC | 5,982 | $137.7 萬 | 0.02% | +173+3.0% | 加碼 |
| Walleye Trading LLC | 6,028 | $138.7 萬 | 0.02% | +6,028 | 新進 |
| Quadcap Wealth Management, LLC | 6,038 | $139.0 萬 | 0.32% | −1,529−20.2% | 減碼 |
| Congress Wealth Management LLC | 6,039 | $139.0 萬 | 0.02% | +4,557+307.5% | 加碼 |
| CAPROCK Group, Inc. | 6,064 | $139.7 萬 | 0.08% | +312+5.4% | 加碼 |
| Institute for Wealth Management, LLC. | 6,089 | $140.1 萬 | 0.18% | +9+0.1% | 加碼 |
| Moody National Bank Trust Division | 6,116 | $140.8 萬 | 0.11% | −73−1.2% | 減碼 |
| Rakuten Investment Management, Inc. | 6,138 | $141.3 萬 | 0.01% | +5,573+986.4% | 加碼 |
| Bard Financial Services, Inc. | 6,185 | $142.3 萬 | 0.15% | 00.0% | 不變 |
| BSW Wealth Partners | 6,229 | $143.4 萬 | 0.24% | +53+0.9% | 加碼 |
| Cubic Asset Management, LLC | 6,244 | $143.7 萬 | 0.34% | 00.0% | 不變 |
| Essex Financial Services, Inc. | 6,258 | $144.0 萬 | 0.13% | +153+2.5% | 加碼 |
| Groupama Asset Managment | 3,046 | $145.0 萬 | 0.03% | −6,955−69.5% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 6,330 | $145.7 萬 | 0.03% | +428+7.3% | 加碼 |
| Bailard, Inc. | 6,389 | $147.0 萬 | 0.04% | −50−0.8% | 減碼 |
| Courier Capital LLC | 6,448 | $148.4 萬 | 0.11% | −225−3.4% | 減碼 |
| Snowden Capital Advisors LLC | 6,490 | $149.4 萬 | 0.05% | +916+16.4% | 加碼 |
| Sumitomo Life Insurance Co | 6,517 | $150.0 萬 | 0.04% | −255−3.8% | 減碼 |
| Resources Management Corp | 6,546 | $150.7 萬 | 0.22% | −5−0.1% | 減碼 |
| Vaughan David Investments LLC | 6,615 | $152.2 萬 | 0.04% | 00.0% | 不變 |
| Northern Financial Advisors Inc | 6,688 | $153.9 萬 | 1.20% | +64+1.0% | 加碼 |
| Pensionfund Sabic | 6,700 | $154.2 萬 | 0.46% | −1,300−16.3% | 減碼 |
| RSM US Wealth Management LLC | 6,720 | $154.6 萬 | 0.04% | +539+8.7% | 加碼 |
| Signaturefd, LLC | 6,721 | $154.7 萬 | 0.03% | +15+0.2% | 加碼 |
| First National Advisers, LLC | 7,090 | $156.1 萬 | 0.35% | +2,184+44.5% | 加碼 |
| Harfst & Associates, Inc. | 6,815 | $156.8 萬 | 0.37% | +6,815 | 新進 |