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 3 季 13F 持有人
Travelers Companies, Inc. 在 2024/9/30 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
- 1,471
- 較 2024 年第 2 季 +74 家
- 持有股數
- 1.90 億
- 較 2024 年第 2 季 +1,932 萬 (+11.3%)
- 總市值
- $440.4 億
- 較 2024 年第 2 季 +$94.2 億 (+27.2%)
- 新進機構
- 171
- 另有 467 家加碼
- 清倉機構
- 97
- 另有 517 家減碼
另有 18 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2024 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Sound View Wealth Advisors Group, LLC | 2,800 | $65.6 萬 | 0.05% | +388+16.1% | 加碼 |
| Great Valley Advisor Group, Inc. | 2,805 | $65.7 萬 | 0.02% | −138−4.7% | 減碼 |
| Ameritas Investment Partners, Inc. | 2,809 | $65.8 萬 | 0.02% | −101−3.5% | 減碼 |
| WMS Partners, LLC | 2,809 | $65.8 萬 | 0.04% | −131−4.5% | 減碼 |
| Mendel Money Management | 2,815 | $65.9 萬 | 0.28% | −50−1.7% | 減碼 |
| Insigneo Advisory Services, LLC | 2,822 | $66.1 萬 | 0.07% | +1,080+62.0% | 加碼 |
| Zions Bancorporation, N.A. | 2,826 | $66.2 萬 | 0.05% | +495+21.2% | 加碼 |
| True Vision MN LLC | 2,844 | $66.6 萬 | 0.40% | −12−0.4% | 減碼 |
| Transatlantique Private Wealth LLC | 2,847 | $66.7 萬 | 0.26% | +83+3.0% | 加碼 |
| Bank of New Hampshire | 2,859 | $66.9 萬 | 0.17% | −10−0.3% | 減碼 |
| Syon Capital LLC | 2,865 | $67.1 萬 | 0.06% | −44−1.5% | 減碼 |
| United Community Bank | 2,884 | $67.5 萬 | 0.26% | −219−7.1% | 減碼 |
| Brighton Jones LLC | 2,890 | $67.7 萬 | 0.03% | −146−4.8% | 減碼 |
| Sageworth Trust Co of South Dakota | 2,892 | $67.7 萬 | 0.87% | −38−1.3% | 減碼 |
| Weik Capital Management | 2,913 | $68.2 萬 | 0.28% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 2,923 | $68.4 萬 | 0.03% | +235+8.7% | 加碼 |
| LVM Capital Management Ltd | 3,374 | $68.6 萬 | 0.08% | 00.0% | 不變 |
| Marcum Wealth, LLC | 2,940 | $68.8 萬 | 0.06% | −65−2.2% | 減碼 |
| NBC Securities, Inc. | 2,958 | $69.2 萬 | 0.06% | −4−0.1% | 減碼 |
| Newbridge Financial Services Group, Inc. | 2,958 | $69.2 萬 | 0.24% | +2,498+543.0% | 加碼 |
| Frank, Rimerman Advisors LLC | 2,972 | $69.6 萬 | 0.05% | −160−5.1% | 減碼 |
| Prio Wealth Limited Partnership | 2,973 | $69.6 萬 | 0.02% | 00.0% | 不變 |
| Park National Corp | 2,979 | $69.7 萬 | 0.02% | 00.0% | 不變 |
| Catalytic Wealth RIA, LLC | 2,999 | $70.2 萬 | 0.12% | +2,999 | 新進 |
| Versor Investments LP | 3,006 | $70.4 萬 | 0.11% | −2,898−49.1% | 減碼 |
| Coastal Bridge Advisors, LLC | 3,014 | $70.6 萬 | 0.17% | +4+0.1% | 加碼 |
| Level Four Advisory Services, LLC | 2,906 | $71.5 萬 | 0.03% | +247+9.3% | 加碼 |
| Strategic Advisors LLC | 3,058 | $71.6 萬 | 0.13% | −9−0.3% | 減碼 |
| JNBA Financial Advisors | 3,068 | $71.8 萬 | 0.07% | −40−1.3% | 減碼 |
| Jones Financial Companies LLLP | 3,067 | $72.3 萬 | 0.00% | +1,287+72.3% | 加碼 |
| Waldron Private Wealth LLC | 3,100 | $72.6 萬 | 0.03% | +369+13.5% | 加碼 |
| Qtron Investments LLC | 3,111 | $72.8 萬 | 0.10% | +356+12.9% | 加碼 |
| Lazard Asset Management LLC | 3,128 | $73.1 萬 | 0.00% | −23,684−88.3% | 減碼 |
| Equitable Holdings, Inc. | 3,142 | $73.6 萬 | 0.01% | +232+8.0% | 加碼 |
| NorthRock Partners, LLC | 3,145 | $73.6 萬 | 0.02% | +61+2.0% | 加碼 |
| Nixon Peabody Trust Co | 3,146 | $73.7 萬 | 0.06% | +395+14.4% | 加碼 |
| Checchi Capital Advisers, LLC | 3,161 | $74.0 萬 | 0.06% | −93−2.9% | 減碼 |
| Bank of Stockton | 3,166 | $74.1 萬 | 0.22% | −141−4.3% | 減碼 |
| Graypoint LLC | 3,183 | $74.5 萬 | 0.05% | +135+4.4% | 加碼 |
| Inlet Private Wealth, LLC | 3,190 | $74.7 萬 | 0.19% | 00.0% | 不變 |
| Joel Isaacson & Co., LLC | 3,194 | $74.8 萬 | 0.04% | −9−0.3% | 減碼 |
| Fullerton Fund Management Co Ltd. | 3,228 | $75.6 萬 | 0.03% | +1,395+76.1% | 加碼 |
| Connecticut Wealth Management, LLC | 3,228 | $75.6 萬 | 0.04% | −267−7.6% | 減碼 |
| Gryphon Financial Partners LLC | 3,241 | $75.9 萬 | 0.10% | +484+17.6% | 加碼 |
| Davis R M Inc | 3,245 | $76.0 萬 | 0.01% | +8+0.2% | 加碼 |
| Quotient Wealth Partners, LLC | 3,255 | $76.2 萬 | 0.03% | −262−7.4% | 減碼 |
| Ar Asset Management Inc | 3,264 | $76.4 萬 | 0.17% | 00.0% | 不變 |
| Camden National Bank | 3,271 | $76.6 萬 | 0.11% | −5−0.2% | 減碼 |
| Searle & Co. | 3,304 | $77.4 萬 | 0.19% | −1,000−23.2% | 減碼 |
| Villere St Denis J & Co LLC | 3,338 | $78.1 萬 | 0.06% | 00.0% | 不變 |
| Wealthspire Advisors, LLC | 3,357 | $78.6 萬 | 0.01% | −17−0.5% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 3,373 | $79.0 萬 | 0.08% | +97+3.0% | 加碼 |
| Madison Asset Management, LLC | 3,383 | $79.2 萬 | 0.01% | −223−6.2% | 減碼 |
| Wilson & Boucher Capital Management, LLC | 3,388 | $79.3 萬 | 0.55% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 3,389 | $79.4 萬 | 0.07% | −63−1.8% | 減碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 3,419 | $80.0 萬 | 0.08% | −520−13.2% | 減碼 |
| Fifth Third Wealth Advisors LLC | 3,450 | $80.8 萬 | 0.05% | +476+16.0% | 加碼 |
| Burns J W & Co Inc | 3,452 | $80.8 萬 | 0.11% | 00.0% | 不變 |
| Pinnacle Bancorp, Inc. | 3,488 | $81.7 萬 | 0.22% | 00.0% | 不變 |
| Ocean Capital Management, LLC | 3,494 | $81.8 萬 | 0.19% | +3,494 | 新進 |
| Mitchell & Pahl Private Wealth, LLC | 3,494 | $81.8 萬 | 0.38% | −71−2.0% | 減碼 |
| Win Advisors, Inc | 3,499 | $81.9 萬 | 0.38% | +3,499 | 新進 |
| Buckingham Strategic Partners | 3,501 | $82.0 萬 | 0.02% | −1,237−26.1% | 減碼 |
| Concurrent Investment Advisors, LLC | 3,525 | $82.5 萬 | 0.02% | +808+29.7% | 加碼 |
| Boyd Watterson Asset Management LLC | 3,538 | $82.8 萬 | 0.23% | 00.0% | 不變 |
| PFG Investments, LLC | 3,553 | $83.2 萬 | 0.05% | −24−0.7% | 減碼 |
| Davenport & Co LLC | 3,578 | $83.8 萬 | 0.00% | +23+0.6% | 加碼 |
| Van Hulzen Asset Management, LLC | 3,595 | $84.2 萬 | 0.06% | +100+2.9% | 加碼 |
| Rothschild Investment LLC | 3,613 | $84.6 萬 | 0.06% | +11+0.3% | 加碼 |
| Berger Financial Group, Inc | 3,628 | $84.9 萬 | 0.06% | +753+26.2% | 加碼 |
| Central Trust Co | 3,628 | $84.9 萬 | 0.02% | −1,109−23.4% | 減碼 |
| TD Waterhouse Canada Inc. | 3,623 | $85.1 萬 | 0.01% | +33+0.9% | 加碼 |
| DoubleLine ETF Adviser LP | 3,645 | $85.3 萬 | 0.21% | −241−6.2% | 減碼 |
| MWA Asset Management | 3,680 | $86.2 萬 | 0.57% | +31+0.8% | 加碼 |
| Smithfield Trust Co | 3,709 | $86.7 萬 | 0.04% | +177+5.0% | 加碼 |
| Pitcairn Co | 3,705 | $86.7 萬 | 0.05% | −474−11.3% | 減碼 |
| Kanawha Capital Management LLC | 3,718 | $87.0 萬 | 0.06% | −60−1.6% | 減碼 |
| Blueshift Asset Management, LLC | 3,719 | $87.1 萬 | 0.22% | +2,408+183.7% | 加碼 |
| Baker Tilly Wealth Management, LLC | 3,746 | $87.7 萬 | 0.39% | +888+31.1% | 加碼 |
| High Note Wealth, LLC | 3,764 | $88.1 萬 | 0.25% | +2+0.1% | 加碼 |
| Bard Financial Services, Inc. | 3,775 | $88.4 萬 | 0.10% | −2,410−39.0% | 減碼 |
| FinTrust Capital Advisors, LLC | 3,793 | $88.8 萬 | 0.15% | +636+20.1% | 加碼 |
| Legacy Capital Wealth Partners, LLC | 3,809 | $89.2 萬 | 0.18% | +3,809 | 新進 |
| JB Capital LLC | 3,812 | $89.2 萬 | 0.05% | +15+0.4% | 加碼 |
| Exchange Traded Concepts, LLC | 3,839 | $89.9 萬 | 0.02% | +3,839 | 新進 |
| Money Concepts Capital Corp | 3,845 | $90.0 萬 | 0.07% | +64+1.7% | 加碼 |
| Merit Financial Group, LLC | 3,845 | $90.0 萬 | 0.02% | −897−18.9% | 減碼 |
| AMG National Trust Bank | 3,880 | $90.8 萬 | 0.02% | −873−18.4% | 減碼 |
| Lederer & Associates Investment Counsel | 3,919 | $91.8 萬 | 0.65% | 00.0% | 不變 |
| Empirical Asset Management, LLC | 14,956 | $92.2 萬 | 0.33% | +3,267+27.9% | 加碼 |
| Apollon Wealth Management, LLC | 3,945 | $92.4 萬 | 0.03% | +511+14.9% | 加碼 |
| Abn Amro Investment Solutions | 3,950 | $92.5 萬 | 0.02% | +194+5.2% | 加碼 |
| Soltis Investment Advisors LLC | 3,962 | $92.7 萬 | 0.09% | −68−1.7% | 減碼 |
| Quadrant Capital Group LLC | 3,991 | $93.4 萬 | 0.06% | −145−3.5% | 減碼 |
| Sterneck Capital Management, LLC | 4,000 | $93.6 萬 | 0.51% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 4,025 | $94.2 萬 | 0.08% | −10.0% | 減碼 |
| Copperwynd Financial, LLC | 4,029 | $94.3 萬 | 0.28% | +188+4.9% | 加碼 |
| Abner Herrman & Brock LLC | 4,046 | $94.7 萬 | 0.11% | 00.0% | 不變 |
| Forza Wealth Management, LLC | 4,072 | $95.3 萬 | 0.44% | 00.0% | 不變 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,082 | $95.6 萬 | 0.00% | −60,838−93.7% | 減碼 |