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。
2025 年第 2 季 13F 持有人
Travelers Companies, Inc. 在 2025/6/30 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
- 1,639
- 較 2025 年第 1 季 +13 家
- 持有股數
- 1.90 億
- 較 2025 年第 1 季 +175.2 萬 (+0.9%)
- 總市值
- $507.1 億
- 較 2025 年第 1 季 +$10.3 億 (+2.1%)
- 新進機構
- 128
- 另有 599 家加碼
- 清倉機構
- 115
- 另有 564 家減碼
另有 19 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 |
2025 年第 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Willner & Heller, LLC | 1,160 | $31.0 萬 | 0.26% | +5+0.4% | 加碼 |
| Wealthspan Partners, LLC | 1,161 | $31.1 萬 | 0.13% | 00.0% | 不變 |
| Global Assets Advisory, LLC | 877 | $31.1 萬 | 0.12% | −294−25.1% | 減碼 |
| Rathbone Brothers plc | 1,166 | $31.2 萬 | 0.00% | 00.0% | 不變 |
| Northwest Quadrant Wealth Management, LLC | 1,166 | $31.2 萬 | 0.07% | −1−0.1% | 減碼 |
| Caldwell Trust Co | 1,167 | $31.2 萬 | 0.03% | 00.0% | 不變 |
| Florida Financial Advisors, LLC | 1,168 | $31.2 萬 | 0.10% | −365−23.8% | 減碼 |
| Slocum, Gordon & Co LLP | 1,175 | $31.4 萬 | 0.25% | −50−4.1% | 減碼 |
| Mayfair Advisory Group, LLC | 1,190 | $31.5 萬 | 0.15% | +2+0.2% | 加碼 |
| Bridgewealth Advisory Group, LLC | 1,179 | $31.5 萬 | 0.08% | +1,179 | 新進 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,181 | $31.6 萬 | 0.01% | −134−10.2% | 減碼 |
| Earnest Partners LLC | 1,182 | $31.6 萬 | 0.00% | 00.0% | 不變 |
| Keel Point, LLC | 1,191 | $31.9 萬 | 0.02% | +301+33.8% | 加碼 |
| Means Investment Co., Inc. | 1,199 | $32.1 萬 | 0.03% | 00.0% | 不變 |
| Builder Investment Group Inc | 1,200 | $32.1 萬 | 0.08% | 00.0% | 不變 |
| Enhancing Capital LLC | 1,200 | $32.1 萬 | 0.24% | 00.0% | 不變 |
| Patten & Patten Inc | 1,201 | $32.1 萬 | 0.02% | 00.0% | 不變 |
| Nestegg Advisors, Inc. | 1,202 | $32.2 萬 | 0.31% | 00.0% | 不變 |
| Greenup Street Wealth Management LLC | 1,205 | $32.2 萬 | 0.06% | +7+0.6% | 加碼 |
| VestGen Advisors, LLC | 1,210 | $32.4 萬 | 0.01% | +69+6.0% | 加碼 |
| Ariston Services Group | 1,212 | $32.4 萬 | 0.23% | 00.0% | 不變 |
| Advisors Management Group Inc | 1,215 | $32.5 萬 | 0.06% | −3−0.2% | 減碼 |
| Waldron Private Wealth LLC | 1,215 | $32.5 萬 | 0.01% | −303−20.0% | 減碼 |
| Legacy Financial Advisors, Inc. | 1,223 | $32.7 萬 | 0.05% | +60+5.2% | 加碼 |
| Catalyst Financial Partners LLC | 1,225 | $32.8 萬 | 0.04% | +38+3.2% | 加碼 |
| One Wealth Advisors, LLC | 1,226 | $32.8 萬 | 0.05% | +3+0.2% | 加碼 |
| Old Port Advisors | 1,230 | $32.9 萬 | 0.09% | +1+0.1% | 加碼 |
| Wealth Effects LLC | 1,231 | $32.9 萬 | 0.12% | 00.0% | 不變 |
| Sage Rhino Capital LLC | 1,234 | $33.0 萬 | 0.07% | +16+1.3% | 加碼 |
| Santori & Peters | 1,236 | $33.1 萬 | 0.12% | 00.0% | 不變 |
| Flynn Zito Capital Management, LLC | 1,237 | $33.1 萬 | 0.14% | 00.0% | 不變 |
| Oakworth Capital, Inc. | 1,240 | $33.2 萬 | 0.02% | −24−1.9% | 減碼 |
| Wealth Architects, LLC | 1,242 | $33.2 萬 | 0.03% | −16−1.3% | 減碼 |
| United Advisor Group, LLC | 1,245 | $33.3 萬 | 0.06% | +23+1.9% | 加碼 |
| Core Alternative Capital | 1,245 | $33.3 萬 | 0.09% | +180+16.9% | 加碼 |
| Plante Moran Financial Advisors, LLC | 1,251 | $33.5 萬 | 0.02% | −577−31.6% | 減碼 |
| Caldwell Sutter Capital, Inc. | 1,251 | $33.5 萬 | 0.15% | −2−0.2% | 減碼 |
| Liberty Capital Management, Inc. | 1,254 | $33.5 萬 | 0.07% | 00.0% | 不變 |
| Cornerstone Wealth Management, LLC | 1,255 | $33.6 萬 | 0.02% | −109−8.0% | 減碼 |
| Dearborn Partners LLC | 1,263 | $33.8 萬 | 0.02% | 00.0% | 不變 |
| ICONIQ Capital, LLC | 1,263 | $33.8 萬 | 0.01% | −215−14.5% | 減碼 |
| Fiduciary Financial Group, LLC | 1,284 | $34.3 萬 | 0.06% | +38+3.0% | 加碼 |
| BLB&B Advisors, LLC | 1,282 | $34.3 萬 | 0.02% | −142−10.0% | 減碼 |
| Delta Asset Management LLC | 1,286 | $34.4 萬 | 0.03% | −10−0.8% | 減碼 |
| Live Oak Private Wealth LLC | 1,286 | $34.4 萬 | 0.05% | 00.0% | 不變 |
| Magnetar Financial LLC | 1,292 | $34.6 萬 | 0.00% | −1,317−50.5% | 減碼 |
| Retirement Planning Group | 1,303 | $34.9 萬 | 0.01% | 00.0% | 不變 |
| Van Strum & Towne Inc. | 1,304 | $34.9 萬 | 0.11% | 00.0% | 不變 |
| NDVR, Inc. | 1,308 | $35.0 萬 | 0.33% | +64+5.1% | 加碼 |
| Renaissance Group LLC | 1,309 | $35.0 萬 | 0.01% | −182−12.2% | 減碼 |
| Somerset Trust Co | 1,311 | $35.1 萬 | 0.11% | +26+2.0% | 加碼 |
| Medallion Wealth Advisors, LLC | 1,311 | $35.1 萬 | 0.14% | 00.0% | 不變 |
| Red Door Wealth Management, LLC | 1,318 | $35.3 萬 | 0.04% | +1,318 | 新進 |
| Wealthcare Advisory Partners LLC | 1,320 | $35.3 萬 | 0.01% | −97−6.8% | 減碼 |
| Global View Capital Management LLC | 1,321 | $35.3 萬 | 0.11% | −120−8.3% | 減碼 |
| Brown Brothers Harriman & Co | 1,323 | $35.4 萬 | 0.00% | +562+73.9% | 加碼 |
| Strategic Financial Services, Inc, | 1,332 | $35.6 萬 | 0.02% | 00.0% | 不變 |
| NBT Bank N A | 1,336 | $35.7 萬 | 0.02% | 00.0% | 不變 |
| Windsor Capital Management, LLC | 1,339 | $35.8 萬 | 0.10% | −12−0.9% | 減碼 |
| Centennial Bank | 1,341 | $35.9 萬 | 0.15% | +25+1.9% | 加碼 |
| First Nebraska Trust Co | 1,170 | $36.0 萬 | 0.03% | −175−13.0% | 減碼 |
| SPC Financial, Inc. | 1,351 | $36.1 萬 | 0.03% | +14+1.0% | 加碼 |
| TownSquare Capital, LLC | 1,353 | $36.2 萬 | 0.04% | −13,743−91.0% | 減碼 |
| Boston Private Wealth LLC | 1,355 | $36.3 萬 | 0.02% | −1,906−58.4% | 減碼 |
| New Hampshire Trust | 1,356 | $36.3 萬 | 0.08% | +80+6.3% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 1,366 | $36.5 萬 | 0.02% | +20+1.5% | 加碼 |
| St Germain D J Co Inc | 1,370 | $36.7 萬 | 0.02% | +371+37.1% | 加碼 |
| Csenge Advisory Group | 1,332 | $36.7 萬 | 0.02% | +7+0.5% | 加碼 |
| Plancorp, LLC | 1,378 | $36.9 萬 | 0.01% | +17+1.2% | 加碼 |
| Legal Advantage Investments, Inc. | 1,379 | $36.9 萬 | 0.17% | 00.0% | 不變 |
| Ci Investments Inc. | 1,378 | $36.9 萬 | 0.00% | +241+21.2% | 加碼 |
| Wealthstar Advisors, LLC | 1,387 | $37.1 萬 | 0.14% | +4+0.3% | 加碼 |
| Woodmont Investment Counsel LLC | 1,387 | $37.1 萬 | 0.02% | 00.0% | 不變 |
| Syverson Strege & Co | 1,393 | $37.3 萬 | 0.09% | +1,393 | 新進 |
| Alpine Bank Wealth Management | 1,396 | $37.3 萬 | 0.06% | 00.0% | 不變 |
| Mitchell Sinkler & Starr | 1,400 | $37.5 萬 | 0.18% | 00.0% | 不變 |
| Henrickson Nauta Wealth Advisors, Inc. | 1,402 | $37.5 萬 | 0.13% | +6+0.4% | 加碼 |
| Great Waters Wealth Management | 1,404 | $37.5 萬 | 0.05% | +20+1.4% | 加碼 |
| Aspen Investment Management Inc | 1,406 | $37.6 萬 | 0.16% | −89−6.0% | 減碼 |
| Knollwood Investment Advisory, LLC | 1,412 | $37.8 萬 | 0.04% | 00.0% | 不變 |
| Adviser Investments LLC | 1,412 | $37.8 萬 | 0.00% | +250+21.5% | 加碼 |
| WealthPlan Investment Management, LLC | 1,414 | $37.8 萬 | 0.03% | +1,414 | 新進 |
| Advisory Alpha, LLC | 1,415 | $37.9 萬 | 0.01% | −36−2.5% | 減碼 |
| Hickory Point Bank & Trust | 1,420 | $38.0 萬 | 0.31% | −21−1.5% | 減碼 |
| Golden State Equity Partners | 1,428 | $38.2 萬 | 0.07% | −135−8.6% | 減碼 |
| Howard Capital Management Inc. | 1,423 | $38.2 萬 | 0.01% | +94+7.1% | 加碼 |
| D'Orazio & Associates, Inc. | 1,429 | $38.2 萬 | 0.05% | +185+14.9% | 加碼 |
| Winton Group Ltd | 1,429 | $38.2 萬 | 0.02% | +1,429 | 新進 |
| Inscription Capital, LLC | 1,430 | $38.3 萬 | 0.06% | +119+9.1% | 加碼 |
| Optimize Financial Inc | 1,437 | $38.4 萬 | 0.24% | −10−0.7% | 減碼 |
| Milestones Private Investment Advisors LLC | 1,440 | $38.5 萬 | 0.29% | +1,440 | 新進 |
| Tiemann Investment Advisors, LLC | 1,445 | $38.7 萬 | 0.16% | −15−1.0% | 減碼 |
| Dana Investment Advisors, Inc. | 1,446 | $38.7 萬 | 0.01% | 00.0% | 不變 |
| Scotia Capital Inc. | 1,449 | $38.8 萬 | 0.00% | +306+26.8% | 加碼 |
| Simmons Bank | 1,455 | $38.9 萬 | 0.03% | 00.0% | 不變 |
| MKT Advisors LLC | 1,459 | $39.0 萬 | 0.15% | 00.0% | 不變 |
| Sivia Capital Partners, LLC | 1,456 | $39.0 萬 | 0.13% | −304−17.3% | 減碼 |
| ForthRight Wealth Management, LLC | 1,470 | $39.3 萬 | 0.12% | −76−4.9% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 1,478 | $39.5 萬 | 0.01% | +8+0.5% | 加碼 |
| Aprio Wealth Management, LLC | 1,478 | $39.6 萬 | 0.04% | +238+19.2% | 加碼 |