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 4 季 13F 持有人
Travelers Companies, Inc. 在 2025/12/31 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
- 1,779
- 較 2025 年第 3 季 +139 家
- 持有股數
- 1.85 億
- 較 2025 年第 3 季 +21.9 萬 (+0.1%)
- 總市值
- $537.5 億
- 較 2025 年第 3 季 +$19.9 億 (+3.8%)
- 新進機構
- 226
- 另有 635 家加碼
- 清倉機構
- 87
- 另有 581 家減碼
另有 40 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| LVW Advisors, LLC | 3,583 | $103.9 萬 | 0.11% | +45+1.3% | 加碼 |
| PFG Investments, LLC | 3,617 | $104.9 萬 | 0.05% | +4+0.1% | 加碼 |
| AlphaCore Capital LLC | 3,624 | $105.1 萬 | 0.02% | +1,607+79.7% | 加碼 |
| 1 North Wealth Services LLC | 3,651 | $105.9 萬 | 0.37% | 00.0% | 不變 |
| Legacy Capital Group California, Inc. | 3,655 | $106.0 萬 | 0.26% | +93+2.6% | 加碼 |
| AMG National Trust Bank | 3,666 | $106.3 萬 | 0.03% | 00.0% | 不變 |
| PFG Advisors | 3,688 | $107.0 萬 | 0.05% | −1,489−28.8% | 減碼 |
| Kanawha Capital Management LLC | 3,693 | $107.1 萬 | 0.07% | −25−0.7% | 減碼 |
| Guardian Partners Inc. | 3,647 | $107.5 萬 | 0.09% | 00.0% | 不變 |
| Tocqueville Asset Management L.P. | 3,718 | $107.8 萬 | 0.02% | +11+0.3% | 加碼 |
| Qtron Investments LLC | 3,729 | $108.2 萬 | 0.14% | +3,729 | 新進 |
| LRT Capital Management, LLC | 3,779 | $109.6 萬 | 0.94% | −6,979−64.9% | 減碼 |
| Redwood Investment Management, LLC | 3,783 | $109.7 萬 | 0.12% | +3,783 | 新進 |
| Foundations Investment Advisors, LLC | 3,838 | $111.3 萬 | 0.01% | +294+8.3% | 加碼 |
| Mission Wealth Management, LP | 3,865 | $112.1 萬 | 0.02% | +65+1.7% | 加碼 |
| Smithfield Trust Co | 3,875 | $112.3 萬 | 0.05% | +172+4.6% | 加碼 |
| Krilogy Financial LLC | 3,994 | $112.5 萬 | 0.04% | +769+23.8% | 加碼 |
| Northern Financial Advisors Inc | 3,906 | $113.3 萬 | 1.30% | −2,727−41.1% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 3,933 | $114.1 萬 | 0.08% | +476+13.8% | 加碼 |
| Westerkirk Capital Inc. | 3,943 | $114.4 萬 | 0.11% | −157−3.8% | 減碼 |
| JSF Financial, LLC | 3,944 | $114.4 萬 | 0.24% | +40+1.0% | 加碼 |
| Ossiam | 3,954 | $114.7 萬 | 0.02% | −26,890−87.2% | 減碼 |
| Yoffe Investment Management, LLC | 3,987 | $115.6 萬 | 1.48% | 00.0% | 不變 |
| Fifth Third Wealth Advisors LLC | 3,997 | $115.9 萬 | 0.04% | −96−2.3% | 減碼 |
| Courier Capital LLC | 4,000 | $116.0 萬 | 0.07% | 00.0% | 不變 |
| Sterneck Capital Management, LLC | 4,000 | $116.0 萬 | 0.52% | 00.0% | 不變 |
| Flputnam Investment Management Co | 4,000 | $116.0 萬 | 0.02% | −74−1.8% | 減碼 |
| MWA Asset Management | 4,022 | $116.6 萬 | 0.65% | +10+0.2% | 加碼 |
| Syon Capital LLC | 4,022 | $116.7 萬 | 0.06% | +281+7.5% | 加碼 |
| AE Wealth Management LLC | 4,033 | $117.0 萬 | 0.01% | +1,369+51.4% | 加碼 |
| RMB Capital Management, LLC | 4,058 | $117.7 萬 | 0.02% | −142−3.4% | 減碼 |
| Private Wealth Asset Management, LLC | 4,065 | $117.9 萬 | 0.13% | +20+0.5% | 加碼 |
| Essential Partners LLC | 4,071 | $118.1 萬 | 0.36% | +48+1.2% | 加碼 |
| Forza Wealth Management, LLC | 4,072 | $118.1 萬 | 0.43% | 00.0% | 不變 |
| Rothschild Investment LLC | 4,096 | $118.8 萬 | 0.07% | −23−0.6% | 減碼 |
| Vectors Research Management, LLC | 4,100 | $118.9 萬 | 0.36% | 00.0% | 不變 |
| Texas Bank & Trust Co | 4,115 | $119.4 萬 | 0.43% | −50−1.2% | 減碼 |
| Moody National Bank Trust Division | 4,131 | $119.8 萬 | 0.12% | −1,942−32.0% | 減碼 |
| Linden Thomas Advisory Services, LLC | 4,163 | $120.8 萬 | 0.12% | +154+3.8% | 加碼 |
| Abner Herrman & Brock LLC | 4,177 | $121.2 萬 | 0.12% | 00.0% | 不變 |
| Financial Planning Hawaii, Inc. | 4,190 | $121.5 萬 | 0.70% | +4,190 | 新進 |
| Tudor Financial Inc. | 4,200 | $121.8 萬 | 0.62% | 00.0% | 不變 |
| Somerset Group LLC | 4,303 | $121.9 萬 | 0.92% | 00.0% | 不變 |
| West Paces Advisors Inc. | 4,202 | $121.9 萬 | 0.24% | +90+2.2% | 加碼 |
| JB Capital LLC | 4,210 | $122.1 萬 | 0.05% | +6+0.1% | 加碼 |
| Tradewinds, LLC. | 4,251 | $123.3 萬 | 0.29% | +87+2.1% | 加碼 |
| Farringdon Capital, Ltd. | 4,253 | $123.4 萬 | 0.30% | −1,795−29.7% | 減碼 |
| Coastal Bridge Advisors, LLC | 4,258 | $123.5 萬 | 0.09% | −29−0.7% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 4,270 | $123.9 萬 | 0.07% | −1,273−23.0% | 減碼 |
| Picton Mahoney Asset Management | 4,275 | $124.0 萬 | 0.01% | +1,283+42.9% | 加碼 |
| Equitable Trust Co | 4,285 | $124.3 萬 | 0.06% | 00.0% | 不變 |
| AA Financial Advisors, LLC | 4,285 | $124.3 萬 | 0.23% | −101−2.3% | 減碼 |
| Atomi Financial Group, Inc. | 4,297 | $124.6 萬 | 0.04% | +273+6.8% | 加碼 |
| Hanson & Doremus Investment Management | 4,302 | $124.8 萬 | 0.15% | −497−10.4% | 減碼 |
| HBK Sorce Advisory LLC | 4,153 | $125.2 萬 | 0.03% | −28−0.7% | 減碼 |
| Investors Asset Management of Georgia Inc | 4,361 | $126.5 萬 | 0.52% | 00.0% | 不變 |
| Old National Bancorp | 4,424 | $128.3 萬 | 0.02% | −603−12.0% | 減碼 |
| Stock Yards Bank & Trust Co | 4,431 | $128.5 萬 | 0.04% | −100−2.2% | 減碼 |
| Convergence Investment Partners, LLC | 4,439 | $128.7 萬 | 0.26% | −743−14.3% | 減碼 |
| Bullock Wealth Management Group | 4,476 | $129.8 萬 | 0.64% | +76+1.7% | 加碼 |
| Americana Partners, LLC | 4,481 | $130.0 萬 | 0.04% | +4,481 | 新進 |
| JNBA Financial Advisors | 4,516 | $131.0 萬 | 0.11% | +1,082+31.5% | 加碼 |
| Bailard, Inc. | 4,547 | $131.9 萬 | 0.03% | +32+0.7% | 加碼 |
| Belpointe Asset Management LLC | 4,549 | $132.0 萬 | 0.05% | −1,999−30.5% | 減碼 |
| Zions Bancorporation, National Association | 4,587 | $133.1 萬 | 0.06% | +414+9.9% | 加碼 |
| Pensionmark Financial Group, LLC | 4,588 | $133.1 萬 | 0.02% | +1,820+65.8% | 加碼 |
| Delphi Management Inc | 4,603 | $133.5 萬 | 1.30% | +4,603 | 新進 |
| Fiduciary Trust Co | 4,616 | $133.9 萬 | 0.02% | −1,671−26.6% | 減碼 |
| FineMark National Bank & Trust | 4,627 | $134.2 萬 | 0.04% | −10−0.2% | 減碼 |
| Transamerica Financial Advisors, Inc. | 4,627 | $134.2 萬 | 0.11% | +42+0.9% | 加碼 |
| IFC Advisors LLC | 4,631 | $134.3 萬 | 0.20% | +510+12.4% | 加碼 |
| Forum Financial Management, LP | 4,636 | $134.5 萬 | 0.02% | −23−0.5% | 減碼 |
| Commonwealth Retirement Investments LLC | 4,689 | $136.0 萬 | 0.44% | +82+1.8% | 加碼 |
| RFG - Bristol Wealth Advisors, LLC | 4,720 | $136.9 萬 | 0.38% | +14+0.3% | 加碼 |
| Mount Yale Investment Advisors, LLC | 4,744 | $137.6 萬 | 0.07% | −963−16.9% | 減碼 |
| Geneos Wealth Management Inc. | 4,749 | $137.8 萬 | 0.03% | 00.0% | 不變 |
| Calamos Wealth Management LLC | 4,773 | $138.5 萬 | 0.05% | +299+6.7% | 加碼 |
| Procyon Private Wealth Partners, LLC | 4,806 | $139.4 萬 | 0.07% | +252+5.5% | 加碼 |
| Trust Co of Toledo NA | 4,817 | $139.7 萬 | 0.14% | −200−4.0% | 減碼 |
| Plato Investment Management Ltd | 4,839 | $141.0 萬 | 0.09% | −226−4.5% | 減碼 |
| Smartleaf Asset Management LLC | 4,873 | $142.5 萬 | 0.05% | +815+20.1% | 加碼 |
| Private Trust Co NA | 4,915 | $142.6 萬 | 0.12% | −105−2.1% | 減碼 |
| Plimoth Trust Co LLC | 4,932 | $143.1 萬 | 0.32% | −357−6.7% | 減碼 |
| Harbor Capital Advisors, Inc. | 4,932 | $143.1 萬 | 0.11% | −10−0.2% | 減碼 |
| Barden Capital Management, Inc. | 4,935 | $143.1 萬 | 1.18% | −55−1.1% | 減碼 |
| Ronald Blue Trust, Inc. | 4,938 | $143.2 萬 | 0.02% | +42+0.9% | 加碼 |
| Parrish Capital LLC | 4,964 | $144.0 萬 | 1.30% | +4,964 | 新進 |
| Dynamic Advisor Solutions LLC | 4,971 | $144.2 萬 | 0.05% | −582−10.5% | 減碼 |
| Sigma Planning Corp | 4,973 | $144.2 萬 | 0.04% | −3,236−39.4% | 減碼 |
| Bayview Asset Management, LLC | 5,000 | $145.0 萬 | 1.31% | +5,000 | 新進 |
| Kepler Cheuvreux (Suisse) SA | 5,022 | $145.7 萬 | 0.08% | +2,517+100.5% | 加碼 |
| Valeo Financial Advisors, LLC | 5,052 | $146.5 萬 | 0.03% | +67+1.3% | 加碼 |
| Impact Partnership Wealth, LLC | 5,059 | $146.8 萬 | 0.19% | +1,213+31.5% | 加碼 |
| J.W. Cole Advisors, Inc. | 6,602 | $147.2 萬 | 0.04% | −4,318−39.5% | 減碼 |
| Exchange Traded Concepts, LLC | 5,090 | $147.6 萬 | 0.01% | +955+23.1% | 加碼 |
| Summit Global Investments | 5,096 | $147.8 萬 | 0.09% | −2,241−30.5% | 減碼 |
| Wealthspire Advisors, LLC | 5,104 | $148.0 萬 | 0.01% | +2,294+81.6% | 加碼 |
| Joel Isaacson & Co., LLC | 5,106 | $148.1 萬 | 0.05% | +10.0% | 加碼 |
| Institute for Wealth Management, LLC. | 5,111 | $148.2 萬 | 0.16% | −29−0.6% | 減碼 |
| Providence Wealth Advisors, LLC | 5,118 | $148.6 萬 | 0.93% | +30+0.6% | 加碼 |