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。
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
- 1,451
- 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 | 1,868 | $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 |
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 |
|---|---|---|---|---|---|
| CX Institutional | 1,421 | $32.7 萬 | 0.02% | +397+38.8% | 加碼 |
| Cornell Pochily Investment Advisors, Inc. | 1,417 | $32.6 萬 | 0.13% | +4+0.3% | 加碼 |
| Wealthcare Advisory Partners LLC | 1,412 | $32.5 萬 | 0.01% | +165+13.2% | 加碼 |
| Catalina Capital Group, LLC | 1,410 | $32.4 萬 | 0.14% | +1,410 | 新進 |
| JFS Wealth Advisors, LLC | 1,409 | $32.4 萬 | 0.03% | −50−3.4% | 減碼 |
| Rehmann Capital Advisory Group | 1,407 | $32.4 萬 | 0.02% | +28+2.0% | 加碼 |
| Oakworth Capital, Inc. | 1,406 | $32.4 萬 | 0.02% | −1−0.1% | 減碼 |
| New Hampshire Trust | 1,400 | $32.2 萬 | 0.08% | 00.0% | 不變 |
| Farmers & Merchants Trust Co of Long Beach | 1,394 | $32.1 萬 | 0.08% | −507−26.7% | 減碼 |
| Altfest L J & Co Inc | 1,391 | $32.0 萬 | 0.05% | +70+5.3% | 加碼 |
| Calamos Wealth Management LLC | 1,389 | $32.0 萬 | 0.02% | +34+2.5% | 加碼 |
| West Family Investments, Inc. | 1,387 | $31.9 萬 | 0.10% | +109+8.5% | 加碼 |
| Strait & Sound Wealth Management LLC | 1,438 | $31.7 萬 | 0.18% | 00.0% | 不變 |
| Quent Capital, LLC | 1,375 | $31.6 萬 | 0.04% | +226+19.7% | 加碼 |
| First Nebraska Trust Co | 1,370 | $31.5 萬 | 0.03% | 00.0% | 不變 |
| Moneta Group Investment Advisors LLC | 1,369 | $31.5 萬 | 0.01% | −38−2.7% | 減碼 |
| Crestwood Advisors Group LLC | 1,368 | $31.5 萬 | 0.01% | −19−1.4% | 減碼 |
| Monument Capital Management | 1,363 | $31.4 萬 | 0.09% | +33+2.5% | 加碼 |
| TrinityPoint Wealth, LLC | 1,360 | $31.3 萬 | 0.05% | −195−12.5% | 減碼 |
| Sherbrooke Park Advisers LLC | 1,345 | $31.0 萬 | 0.06% | −888−39.8% | 減碼 |
| Great Waters Wealth Management | 1,343 | $30.9 萬 | 0.05% | 00.0% | 不變 |
| Adviser Investments LLC | 1,341 | $30.9 萬 | 0.00% | −419−23.8% | 減碼 |
| Soundmark Wealth Management, LLC | 1,340 | $30.8 萬 | 0.14% | 00.0% | 不變 |
| Henrickson Nauta Wealth Advisors, Inc. | 1,370 | $30.7 萬 | 0.14% | 00.0% | 不變 |
| Earnest Partners LLC | 1,327 | $30.5 萬 | 0.00% | +7+0.5% | 加碼 |
| Linden Thomas Advisory Services, LLC | 1,324 | $30.5 萬 | 0.05% | +1,324 | 新進 |
| Naples Money Management LLC | 1,323 | $30.4 萬 | 0.30% | 00.0% | 不變 |
| Wealth Effects LLC | 1,321 | $30.4 萬 | 0.11% | −49−3.6% | 減碼 |
| AE Wealth Management LLC | 1,320 | $30.4 萬 | 0.00% | −5,849−81.6% | 減碼 |
| Sunbelt Securities, Inc. | 1,318 | $30.3 萬 | 0.03% | +956+264.1% | 加碼 |
| Northwest Quadrant Wealth Management, LLC | 1,313 | $30.2 萬 | 0.07% | −121−8.4% | 減碼 |
| Inscription Capital, LLC | 1,311 | $30.2 萬 | 0.05% | +43+3.4% | 加碼 |
| Leonteq Securities AG | 1,309 | $30.1 萬 | 0.04% | +287+28.1% | 加碼 |
| Caldwell Trust Co | 1,305 | $30.0 萬 | 0.03% | +19+1.5% | 加碼 |
| Van Strum & Towne Inc. | 1,304 | $30.0 萬 | 0.11% | 00.0% | 不變 |
| Delta Asset Management LLC | 1,302 | $30.0 萬 | 0.03% | 00.0% | 不變 |
| Essex Savings Bank | 1,572 | $29.9 萬 | 0.09% | 00.0% | 不變 |
| Old Port Advisors | 1,301 | $29.9 萬 | 0.09% | +65+5.3% | 加碼 |
| Formidable Asset Management, LLC | 1,299 | $29.9 萬 | 0.05% | 00.0% | 不變 |
| Eagle Ridge Investment Management | 1,291 | $29.7 萬 | 0.03% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 1,290 | $29.7 萬 | 0.01% | +55+4.5% | 加碼 |
| Live Oak Private Wealth LLC | 1,286 | $29.6 萬 | 0.05% | 00.0% | 不變 |
| Kapitalo Investimentos Ltda | 1,271 | $29.3 萬 | 0.06% | +1,019+404.4% | 加碼 |
| Caldwell Sutter Capital, Inc. | 1,270 | $29.2 萬 | 0.14% | −1−0.1% | 減碼 |
| Westpac Banking Corp | 1,269 | $29.2 萬 | 0.02% | +1+0.1% | 加碼 |
| SFMG, LLC | 1,259 | $29.0 萬 | 0.02% | +28+2.3% | 加碼 |
| Sloy Dahl & Holst, LLC | 1,252 | $28.8 萬 | 0.07% | −247−16.5% | 減碼 |
| Deerfield Management Company, L.P. (Series C) | 1,251 | $28.8 萬 | 0.01% | +1,251 | 新進 |
| Slocum, Gordon & Co LLP | 1,250 | $28.8 萬 | 0.21% | 00.0% | 不變 |
| JJJ Advisors Inc. | 1,249 | $28.7 萬 | 0.06% | +14+1.1% | 加碼 |
| Advisors Management Group Inc | 1,249 | $28.7 萬 | 0.07% | −533−29.9% | 減碼 |
| Chicago Partners Investment Group LLC | 1,335 | $28.6 萬 | 0.01% | +94+7.6% | 加碼 |
| Bridgefront Capital, LLC | 1,242 | $28.6 萬 | 0.22% | +1,242 | 新進 |
| Santori & Peters | 1,236 | $28.5 萬 | 0.12% | 00.0% | 不變 |
| Segment Wealth Management, LLC | 1,234 | $28.4 萬 | 0.02% | +1,234 | 新進 |
| Mayfair Advisory Group, LLC | 1,231 | $28.3 萬 | 0.21% | −763−38.3% | 減碼 |
| Liberty Capital Management, Inc. | 1,230 | $28.3 萬 | 0.07% | 00.0% | 不變 |
| WR Wealth Planners, LLC | 1,229 | $28.3 萬 | 0.09% | +18+1.5% | 加碼 |
| SPC Financial, Inc. | 1,226 | $28.2 萬 | 0.03% | 00.0% | 不變 |
| Legacy Trust | 1,225 | $28.2 萬 | 0.07% | −18−1.4% | 減碼 |
| Boothbay Fund Management, LLC | 1,225 | $28.2 萬 | 0.01% | +1,225 | 新進 |
| Ariston Services Group | 1,220 | $28.1 萬 | 0.27% | 00.0% | 不變 |
| Laffer Tengler Investments | 1,217 | $28.0 萬 | 0.07% | 00.0% | 不變 |
| CRA Financial Services, LLC | 1,215 | $28.0 萬 | 0.06% | 00.0% | 不變 |
| Capital Investment Advisors, LLC | 1,207 | $27.8 萬 | 0.01% | −122−9.2% | 減碼 |
| Cape Ann Savings Bank | 1,200 | $27.6 萬 | 0.17% | 00.0% | 不變 |
| Builder Investment Group Inc | 1,200 | $27.6 萬 | 0.08% | 00.0% | 不變 |
| EHP Funds Inc. | 1,200 | $27.6 萬 | 0.19% | +1,200 | 新進 |
| Sentry Investment Management LLC | 1,200 | $27.6 萬 | 0.11% | 00.0% | 不變 |
| Skopos Labs, Inc. | 1,209 | $27.6 萬 | 0.12% | −78−6.1% | 減碼 |
| Wealth Architects, LLC | 1,198 | $27.6 萬 | 0.04% | +4+0.3% | 加碼 |
| Means Investment Co., Inc. | 1,196 | $27.5 萬 | 0.04% | +1,196 | 新進 |
| Harbour Investments, Inc. | 1,192 | $27.4 萬 | 0.01% | +267+28.9% | 加碼 |
| 9258 Wealth Management, LLC | 1,190 | $27.4 萬 | 0.04% | −711−37.4% | 減碼 |
| IVC Wealth Advisors LLC | 1,190 | $27.4 萬 | 0.16% | 00.0% | 不變 |
| New Potomac Partners, LLC | 1,184 | $27.2 萬 | 0.15% | −260−18.0% | 減碼 |
| Wealthspan Partners, LLC | 1,183 | $27.2 萬 | 0.16% | +20+1.7% | 加碼 |
| Sippican Capital Advisors | 1,172 | $27.0 萬 | 0.21% | −600−33.9% | 減碼 |
| Marino, Stram & Associates LLC | 1,172 | $27.0 萬 | 0.06% | 00.0% | 不變 |
| Rathbone Brothers plc | 1,166 | $26.8 萬 | 0.00% | +1,166 | 新進 |
| Lake Street Financial LLC | 1,163 | $26.8 萬 | 0.04% | −33−2.8% | 減碼 |
| Sage Rhino Capital LLC | 1,160 | $26.7 萬 | 0.06% | −26−2.2% | 減碼 |
| Apella Capital, LLC | 1,190 | $26.6 萬 | 0.01% | +18+1.5% | 加碼 |
| Cobblestone Capital Advisors LLC | 1,157 | $26.6 萬 | 0.02% | 00.0% | 不變 |
| Anchor Investment Management, LLC | 1,153 | $26.5 萬 | 0.03% | −50−4.2% | 減碼 |
| EagleClaw Capital Managment, LLC | 1,146 | $26.4 萬 | 0.05% | 00.0% | 不變 |
| GeoWealth Management, LLC | 1,137 | $26.2 萬 | 0.01% | +554+95.0% | 加碼 |
| Capital Advisory Group Advisory Services, LLC | 1,132 | $26.1 萬 | 0.12% | +10+0.9% | 加碼 |
| NDVR, Inc. | 1,122 | $25.8 萬 | 0.25% | +1,122 | 新進 |
| Main Street Financial Solutions, LLC | 1,118 | $25.7 萬 | 0.03% | +1,118 | 新進 |
| Oak Thistle LLC | 1,109 | $25.5 萬 | 0.23% | +1,109 | 新進 |
| Farmers & Merchants Investments Inc | 1,108 | $25.5 萬 | 0.01% | 00.0% | 不變 |
| Voya Financial Advisors, Inc. | 1,110 | $25.4 萬 | 0.03% | −130−10.5% | 減碼 |
| Blume Capital Management, Inc. | 1,100 | $25.3 萬 | 0.06% | 00.0% | 不變 |
| Pointe Capital Management LLC | 1,100 | $25.3 萬 | 0.16% | 00.0% | 不變 |
| Everpar Advisors LLC | 1,099 | $25.3 萬 | 0.15% | −548−33.3% | 減碼 |
| Willner & Heller, LLC | 1,090 | $25.1 萬 | 0.25% | +5+0.5% | 加碼 |
| Alpha Cubed Investments, LLC | 1,088 | $25.0 萬 | 0.01% | −878−44.7% | 減碼 |
| Castle Rock Wealth Management, LLC | 1,172 | $25.0 萬 | 0.07% | +2+0.2% | 加碼 |
| Alpha DNA Investment Management LLC | 1,085 | $25.0 萬 | 0.14% | 00.0% | 不變 |