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
- 1,470
- 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 |
|---|---|---|---|---|---|
| Haverford Trust Co | 5,338 | $125.0 萬 | 0.01% | +21+0.4% | 加碼 |
| Axxcess Wealth Management, LLC | 5,337 | $125.0 萬 | 0.03% | −77−1.4% | 減碼 |
| Net Worth Advisory Group | 5,334 | $124.9 萬 | 0.37% | +5,334 | 新進 |
| Prostatis Group LLC | 5,333 | $124.9 萬 | 0.41% | +503+10.4% | 加碼 |
| Great Lakes Retirement, Inc. | 5,325 | $124.7 萬 | 0.16% | +290+5.8% | 加碼 |
| Roundview Capital LLC | 5,292 | $123.9 萬 | 0.09% | +151+2.9% | 加碼 |
| Providence Wealth Advisors, LLC | 4,805 | $123.4 萬 | 0.91% | +105+2.2% | 加碼 |
| Transamerica Financial Advisors, Inc. | 5,205 | $121.9 萬 | 0.12% | +5,205 | 新進 |
| Spire Wealth Management | 5,465 | $121.7 萬 | 0.04% | +2,745+100.9% | 加碼 |
| Kestra Investment Management, LLC | 5,140 | $120.3 萬 | 0.05% | +5,140 | 新進 |
| Kovitz Investment Group Partners, LLC | 8,531 | $119.9 萬 | 0.01% | −2,586−23.3% | 減碼 |
| Guyasuta Investment Advisors Inc | 5,112 | $119.7 萬 | 0.07% | 00.0% | 不變 |
| Tocqueville Asset Management L.P. | 5,101 | $119.4 萬 | 0.02% | −300−5.6% | 減碼 |
| Barden Capital Management, Inc. | 5,089 | $119.1 萬 | 1.05% | +5,089 | 新進 |
| Coldstream Capital Management Inc | 5,032 | $119.1 萬 | 0.03% | +630+14.3% | 加碼 |
| Wealth Alliance | 5,056 | $118.4 萬 | 0.14% | +530+11.7% | 加碼 |
| Johnson Investment Counsel Inc | 5,041 | $118.0 萬 | 0.01% | +273+5.7% | 加碼 |
| Valeo Financial Advisors, LLC | 5,034 | $117.9 萬 | 0.03% | +241+5.0% | 加碼 |
| Trust Co of Toledo NA | 5,017 | $117.5 萬 | 0.16% | 00.0% | 不變 |
| Vident Advisory, LLC | 5,006 | $117.2 萬 | 0.03% | −16,246−76.4% | 減碼 |
| Advanced Portfolio Management, LLC | 4,999 | $117.0 萬 | 1.20% | −4,333−46.4% | 減碼 |
| J.W. Cole Advisors, Inc. | 4,944 | $115.7 萬 | 0.05% | +229+4.9% | 加碼 |
| Kestra Private Wealth Services, LLC | 4,889 | $114.5 萬 | 0.02% | +37+0.8% | 加碼 |
| Meeder Advisory Services, Inc. | 4,834 | $113.2 萬 | 0.07% | +270+5.9% | 加碼 |
| Groupama Asset Managment | 6,008 | $112.9 萬 | 0.03% | −1,654−21.6% | 減碼 |
| Ascent Group, LLC | 4,801 | $112.4 萬 | 0.09% | +103+2.2% | 加碼 |
| Boston Financial Mangement LLC | 4,794 | $112.2 萬 | 0.03% | 00.0% | 不變 |
| Glenview Trust Co | 4,766 | $111.6 萬 | 0.02% | +6+0.1% | 加碼 |
| Bullock Wealth Management Group | 4,721 | $111.0 萬 | 0.67% | +215+4.8% | 加碼 |
| Steel Peak Wealth Management LLC | 4,738 | $110.9 萬 | 0.05% | −21,857−82.2% | 減碼 |
| Beaumont Financial Advisors, LLC | 4,735 | $110.9 萬 | 0.09% | −10.0% | 減碼 |
| Prospera Financial Services Inc | 4,729 | $110.9 萬 | 0.03% | +1,794+61.1% | 加碼 |
| Dynamic Technology Lab Private Ltd | 4,723 | $110.6 萬 | 0.12% | +4,723 | 新進 |
| Union Savings Bank | 4,724 | $110.6 萬 | 0.54% | −163−3.3% | 減碼 |
| Nicholas Hoffman & Company, LLC. | 4,702 | $110.1 萬 | 0.05% | −247−5.0% | 減碼 |
| Banque Cantonale Vaudoise | 4,676 | $109.5 萬 | 0.05% | −1,709−26.8% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 4,667 | $109.3 萬 | 0.06% | +1,767+60.9% | 加碼 |
| HBK Sorce Advisory LLC | 4,628 | $108.4 萬 | 0.03% | −150−3.1% | 減碼 |
| Silvercrest Asset Management Group LLC | 4,606 | $107.8 萬 | 0.01% | −721−13.5% | 減碼 |
| Guardian Capital Advisors LP | 4,561 | $107.2 萬 | 0.11% | 00.0% | 不變 |
| We Are One Seven, LLC | 4,550 | $106.5 萬 | 0.05% | −750−14.2% | 減碼 |
| Investors Asset Management of Georgia Inc | 4,511 | $105.6 萬 | 0.50% | 00.0% | 不變 |
| Sutton Place Investors LLC | 4,500 | $105.4 萬 | 0.64% | +18+0.4% | 加碼 |
| Mission Wealth Management, LP | 4,480 | $104.9 萬 | 0.03% | +52+1.2% | 加碼 |
| Hanson & Doremus Investment Management | 4,405 | $103.1 萬 | 0.16% | −4−0.1% | 減碼 |
| Allworth Financial LP | 4,387 | $102.7 萬 | 0.01% | +648+17.3% | 加碼 |
| Bridges Investment Management Inc | 4,384 | $102.6 萬 | 0.01% | −25−0.6% | 減碼 |
| Ronald Blue Trust, Inc. | 5,046 | $102.6 萬 | 0.01% | +2,046+68.2% | 加碼 |
| Equitable Trust Co | 4,362 | $102.1 萬 | 0.07% | +471+12.1% | 加碼 |
| Fullcircle Wealth LLC | 4,034 | $101.8 萬 | 0.46% | −24−0.6% | 減碼 |
| Fiduciary Trust Co | 4,331 | $101.4 萬 | 0.01% | +666+18.2% | 加碼 |
| Twinbeech Capital LP | 4,324 | $101.2 萬 | 0.02% | −6,801−61.1% | 減碼 |
| Meiji Yasuda Life Insurance Co | 4,317 | $101.1 萬 | 0.02% | −2,819−39.5% | 減碼 |
| Somerset Group LLC | 4,303 | $100.7 萬 | 0.93% | 00.0% | 不變 |
| Plimoth Trust Co LLC | 4,286 | $100.3 萬 | 0.25% | +1,940+82.7% | 加碼 |
| Forum Financial Management, LP | 4,282 | $100.3 萬 | 0.02% | −100−2.3% | 減碼 |
| Bailard, Inc. | 4,248 | $99.5 萬 | 0.03% | −125−2.9% | 減碼 |
| AA Financial Advisors, LLC | 4,244 | $99.3 萬 | 0.29% | +6+0.1% | 加碼 |
| West Paces Advisors Inc. | 4,238 | $99.2 萬 | 0.24% | +325+8.3% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 4,203 | $98.4 萬 | 0.00% | −22,649−84.3% | 減碼 |
| Tudor Financial Inc. | 4,200 | $98.3 萬 | 0.61% | +4,200 | 新進 |
| nVerses Capital, LLC | 4,200 | $98.3 萬 | 0.45% | +1,800+75.0% | 加碼 |
| Aptus Capital Advisors, LLC | 4,188 | $98.0 萬 | 0.01% | +298+7.7% | 加碼 |
| IFP Advisors, Inc | 4,185 | $98.0 萬 | 0.04% | −53−1.3% | 減碼 |
| Vestcor Inc | 4,174 | $97.7 萬 | 0.03% | 00.0% | 不變 |
| Stock Yards Bank & Trust Co | 4,154 | $97.3 萬 | 0.03% | −83−2.0% | 減碼 |
| Virtus ETF Advisers LLC | 4,140 | $96.9 萬 | 0.45% | +262+6.8% | 加碼 |
| Aureus Asset Management, LLC | 4,138 | $96.9 萬 | 0.06% | −700−14.5% | 減碼 |
| Kathmere Capital Management, LLC | 4,135 | $96.8 萬 | 0.09% | +406+10.9% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 4,110 | $96.2 萬 | 0.06% | −15,579−79.1% | 減碼 |
| Vectors Research Management, LLC | 4,075 | $95.9 萬 | 0.29% | +75+1.9% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,082 | $95.6 萬 | 0.00% | −60,838−93.7% | 減碼 |
| Forza Wealth Management, LLC | 4,072 | $95.3 萬 | 0.44% | 00.0% | 不變 |
| Abner Herrman & Brock LLC | 4,046 | $94.7 萬 | 0.11% | 00.0% | 不變 |
| Copperwynd Financial, LLC | 4,029 | $94.3 萬 | 0.28% | +188+4.9% | 加碼 |
| Lindbrook Capital, LLC | 4,025 | $94.2 萬 | 0.08% | −10.0% | 減碼 |
| Sterneck Capital Management, LLC | 4,000 | $93.6 萬 | 0.51% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 3,991 | $93.4 萬 | 0.06% | −145−3.5% | 減碼 |
| Soltis Investment Advisors LLC | 3,962 | $92.7 萬 | 0.09% | −68−1.7% | 減碼 |
| Abn Amro Investment Solutions | 3,950 | $92.5 萬 | 0.02% | +194+5.2% | 加碼 |
| Apollon Wealth Management, LLC | 3,945 | $92.4 萬 | 0.03% | +511+14.9% | 加碼 |
| Empirical Asset Management, LLC | 14,956 | $92.2 萬 | 0.33% | +3,267+27.9% | 加碼 |
| Lederer & Associates Investment Counsel | 3,919 | $91.8 萬 | 0.65% | 00.0% | 不變 |
| AMG National Trust Bank | 3,880 | $90.8 萬 | 0.02% | −873−18.4% | 減碼 |
| Merit Financial Group, LLC | 3,845 | $90.0 萬 | 0.02% | −897−18.9% | 減碼 |
| Money Concepts Capital Corp | 3,845 | $90.0 萬 | 0.07% | +64+1.7% | 加碼 |
| Exchange Traded Concepts, LLC | 3,839 | $89.9 萬 | 0.02% | +3,839 | 新進 |
| JB Capital LLC | 3,812 | $89.2 萬 | 0.05% | +15+0.4% | 加碼 |
| Legacy Capital Wealth Partners, LLC | 3,809 | $89.2 萬 | 0.18% | +3,809 | 新進 |
| FinTrust Capital Advisors, LLC | 3,793 | $88.8 萬 | 0.15% | +636+20.1% | 加碼 |
| Bard Financial Services, Inc. | 3,775 | $88.4 萬 | 0.10% | −2,410−39.0% | 減碼 |
| High Note Wealth, LLC | 3,764 | $88.1 萬 | 0.25% | +2+0.1% | 加碼 |
| Baker Tilly Wealth Management, LLC | 3,746 | $87.7 萬 | 0.39% | +888+31.1% | 加碼 |
| Blueshift Asset Management, LLC | 3,719 | $87.1 萬 | 0.22% | +2,408+183.7% | 加碼 |
| Kanawha Capital Management LLC | 3,718 | $87.0 萬 | 0.06% | −60−1.6% | 減碼 |
| Pitcairn Co | 3,705 | $86.7 萬 | 0.05% | −474−11.3% | 減碼 |
| Smithfield Trust Co | 3,709 | $86.7 萬 | 0.04% | +177+5.0% | 加碼 |
| MWA Asset Management | 3,680 | $86.2 萬 | 0.57% | +31+0.8% | 加碼 |
| DoubleLine ETF Adviser LP | 3,645 | $85.3 萬 | 0.21% | −241−6.2% | 減碼 |
| TD Waterhouse Canada Inc. | 3,623 | $85.1 萬 | 0.01% | +33+0.9% | 加碼 |