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。
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 | 1,868 | $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 |
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 |
|---|---|---|---|---|---|
| Ofi Invest Asset Management | 1,923 | $52.5 萬 | 0.01% | +1,375+250.9% | 加碼 |
| Total Wealth Planning & Management, Inc. | 1,809 | $52.5 萬 | 0.42% | +1,809 | 新進 |
| Clarius Group, LLC | 1,807 | $52.4 萬 | 0.03% | −396−18.0% | 減碼 |
| Northeast Investment Management | 1,800 | $52.2 萬 | 0.02% | 00.0% | 不變 |
| Southeast Asset Advisors Inc. | 1,800 | $52.2 萬 | 0.05% | 00.0% | 不變 |
| Advisors Capital Management, LLC | 1,790 | $51.9 萬 | 0.01% | −28−1.5% | 減碼 |
| Personal Cfo Solutions, LLC | 1,790 | $51.9 萬 | 0.08% | +56+3.2% | 加碼 |
| Capital Performance Advisors LLP | 1,787 | $51.8 萬 | 0.04% | +581+48.2% | 加碼 |
| Segment Wealth Management, LLC | 1,784 | $51.7 萬 | 0.03% | +210+13.3% | 加碼 |
| MidFirst Bank | 1,782 | $51.7 萬 | 0.04% | +1,782 | 新進 |
| Drive Wealth Management, LLC | 1,774 | $51.5 萬 | 0.10% | +23+1.3% | 加碼 |
| Modern Wealth Management, LLC | 1,771 | $51.4 萬 | 0.01% | +34+2.0% | 加碼 |
| Hamel Associates, Inc. | 1,764 | $51.2 萬 | 0.15% | +269+18.0% | 加碼 |
| Valley Brook Capital Group | 1,759 | $51.0 萬 | 0.34% | −159−8.3% | 減碼 |
| Longfellow Investment Management Co LLC | 1,755 | $50.9 萬 | 0.11% | 00.0% | 不變 |
| LBMC Investment Advisors, LLC | 1,750 | $50.8 萬 | 0.03% | 00.0% | 不變 |
| Wesbanco Bank Inc | 1,744 | $50.6 萬 | 0.01% | −1−0.1% | 減碼 |
| Beverly Hills Private Wealth, LLC | 1,737 | $50.4 萬 | 0.09% | 00.0% | 不變 |
| Sylvest Advisors, LLC | 1,735 | $50.3 萬 | 0.27% | 00.0% | 不變 |
| Y-Intercept (Hong Kong) Ltd | 1,729 | $50.2 萬 | 0.01% | −3,917−69.4% | 減碼 |
| VestGen Advisors, LLC | 1,729 | $50.1 萬 | 0.02% | +58+3.5% | 加碼 |
| Pavion Blue Capital, LLC | 1,724 | $50.0 萬 | 0.21% | 00.0% | 不變 |
| Sym Financial Corp | 1,723 | $50.0 萬 | 0.05% | +12+0.7% | 加碼 |
| Destination Wealth Management | 1,723 | $50.0 萬 | 0.01% | −1−0.1% | 減碼 |
| Waddell & Associates, LLC | 1,718 | $49.8 萬 | 0.03% | +151+9.6% | 加碼 |
| Opus Capital Group, LLC | 1,715 | $49.7 萬 | 0.05% | −230−11.8% | 減碼 |
| Busey Wealth Management | 1,706 | $49.5 萬 | 0.01% | +43+2.6% | 加碼 |
| Neville Rodie & Shaw Inc | 1,700 | $49.4 萬 | 0.03% | 00.0% | 不變 |
| Flagship Harbor Advisors, LLC | 1,701 | $49.4 萬 | 0.02% | −503−22.8% | 減碼 |
| Invesco, LLC | 1,687 | $48.9 萬 | 0.16% | −152−8.3% | 減碼 |
| Centaurus Financial, Inc. | 1,683 | $48.8 萬 | 0.02% | −14−0.8% | 減碼 |
| Mountain Pacific Investment Advisers Inc | 1,670 | $48.4 萬 | 0.08% | −50−2.9% | 減碼 |
| AdvisorNet Financial, Inc | 1,665 | $48.3 萬 | 0.03% | +182+12.3% | 加碼 |
| Donaldson Capital Management, LLC | 1,664 | $48.3 萬 | 0.02% | −183−9.9% | 減碼 |
| Optimize Financial Inc | 1,660 | $48.1 萬 | 0.24% | +20+1.2% | 加碼 |
| Nixon Peabody Trust Co | 1,659 | $48.1 萬 | 0.04% | 00.0% | 不變 |
| Canandaigua National Trust Co of Florida | 1,646 | $47.7 萬 | 0.30% | −2−0.1% | 減碼 |
| Cynosure Management, LLC | 1,644 | $47.7 萬 | 0.05% | +1,644 | 新進 |
| SeaCrest Wealth Management, LLC | 1,674 | $47.4 萬 | 0.05% | −139−7.7% | 減碼 |
| Charter Trust Co | 1,627 | $47.2 萬 | 0.03% | 00.0% | 不變 |
| AGH Wealth Advisors, LLC | 1,623 | $47.1 萬 | 0.35% | +3+0.2% | 加碼 |
| Hudson Portfolio Management LLC | 1,617 | $46.9 萬 | 0.40% | 00.0% | 不變 |
| Cozad Asset Management Inc | 1,606 | $46.6 萬 | 0.04% | 00.0% | 不變 |
| Harvest Fund Management Co., Ltd | 1,601 | $46.4 萬 | 0.02% | 00.0% | 不變 |
| Fiduciary Group LLC | 1,596 | $46.3 萬 | 0.04% | −37−2.3% | 減碼 |
| Avestar Capital, LLC | 1,595 | $46.3 萬 | 0.03% | +7+0.4% | 加碼 |
| Legacy Financial Advisors, Inc. | 1,589 | $46.1 萬 | 0.06% | −11−0.7% | 減碼 |
| Oberweis Asset Management Inc | 1,581 | $45.9 萬 | 0.02% | −89−5.3% | 減碼 |
| Somerville Kurt F | 1,575 | $45.7 萬 | 0.08% | 00.0% | 不變 |
| Univest Financial Corp | 1,570 | $45.5 萬 | 0.02% | +2+0.1% | 加碼 |
| Veracity Capital LLC | 1,567 | $45.4 萬 | 0.13% | +18+1.2% | 加碼 |
| Burke & Herbert Bank & Trust Co | 1,562 | $45.3 萬 | 0.13% | 00.0% | 不變 |
| Community Bank, N.A. | 1,552 | $45.0 萬 | 0.05% | −189−10.9% | 減碼 |
| Riversedge Advisors, LLC | 1,552 | $45.0 萬 | 0.07% | +151+10.8% | 加碼 |
| Quotient Wealth Partners, LLC | 1,549 | $44.9 萬 | 0.01% | −105−6.3% | 減碼 |
| G2 Capital Management, LLC | 1,544 | $44.8 萬 | 0.11% | −5−0.3% | 減碼 |
| Mesirow Financial Investment Management, Inc. | 1,537 | $44.6 萬 | 0.01% | −879−36.4% | 減碼 |
| Athena Investment Management | 1,535 | $44.5 萬 | 0.23% | −137−8.2% | 減碼 |
| Aaron Wealth Advisors | 1,535 | $44.5 萬 | 0.02% | +85+5.9% | 加碼 |
| Tradewinds Capital Management, LLC | 1,532 | $44.4 萬 | 0.09% | −683−30.8% | 減碼 |
| State of Wyoming | 1,531 | $44.4 萬 | 0.05% | −549−26.4% | 減碼 |
| Blake Schutter Theil Wealth Advisors, LLC | 1,531 | $44.4 萬 | 0.37% | 00.0% | 不變 |
| Glen Eagle Advisors, LLC | 1,530 | $44.4 萬 | 0.06% | −340−18.2% | 減碼 |
| Boston Family Office LLC | 1,525 | $44.2 萬 | 0.03% | 00.0% | 不變 |
| Patten & Patten Inc | 1,523 | $44.2 萬 | 0.03% | +315+26.1% | 加碼 |
| Global View Capital Management LLC | 1,523 | $44.2 萬 | 0.08% | −38−2.4% | 減碼 |
| Trueblood Wealth Management, LLC | 1,517 | $44.0 萬 | 0.17% | +3+0.2% | 加碼 |
| Transatlantique Private Wealth LLC | 1,510 | $43.8 萬 | 0.14% | −79−5.0% | 減碼 |
| Howland Capital Management LLC | 1,509 | $43.8 萬 | 0.02% | 00.0% | 不變 |
| Prelude Capital Management, LLC | 1,506 | $43.7 萬 | 0.03% | +1,506 | 新進 |
| Randolph Co Inc | 1,503 | $43.6 萬 | 0.04% | 00.0% | 不變 |
| First American Trust, FSB | 1,503 | $43.6 萬 | 0.03% | −46−3.0% | 減碼 |
| Cidel Asset Management Inc | 1,501 | $43.5 萬 | 0.03% | −233−13.4% | 減碼 |
| Everpar Advisors LLC | 1,498 | $43.5 萬 | 0.16% | +330+28.3% | 加碼 |
| BFSG, LLC | 1,495 | $43.4 萬 | 0.04% | −25−1.6% | 減碼 |
| All Terrain Financial Advisors, LLC | 1,495 | $43.4 萬 | 0.13% | 00.0% | 不變 |
| Cornerstone Wealth Management, LLC | 1,479 | $42.9 萬 | 0.02% | +225+17.9% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 1,475 | $42.8 萬 | 0.01% | +10+0.7% | 加碼 |
| Howard Capital Management Inc. | 1,472 | $42.7 萬 | 0.01% | +7+0.5% | 加碼 |
| Welch Group, LLC | 1,467 | $42.6 萬 | 0.02% | +17+1.2% | 加碼 |
| Wealthcare Advisory Partners LLC | 1,458 | $42.3 萬 | 0.01% | +160+12.3% | 加碼 |
| MKT Advisors LLC | 1,459 | $42.0 萬 | 0.14% | 00.0% | 不變 |
| Belleair Asset Management, LLC | 1,447 | $42.0 萬 | 0.40% | +1,447 | 新進 |
| Dana Investment Advisors, Inc. | 1,446 | $41.9 萬 | 0.01% | 00.0% | 不變 |
| Evermay Wealth Management LLC | 1,445 | $41.9 萬 | 0.05% | 00.0% | 不變 |
| Inscription Capital, LLC | 1,444 | $41.9 萬 | 0.04% | +1+0.1% | 加碼 |
| Balboa Wealth Partners | 1,442 | $41.8 萬 | 0.07% | −161−10.0% | 減碼 |
| CSS LLC | 1,440 | $41.8 萬 | 0.02% | −360−20.0% | 減碼 |
| Milestones Private Investment Advisors LLC | 1,440 | $41.8 萬 | 0.29% | 00.0% | 不變 |
| SmartHarvest Portfolios, LLC | 1,424 | $41.3 萬 | 0.14% | +1,424 | 新進 |
| Whalerock Point Partners, LLC | 1,420 | $41.2 萬 | 0.08% | −258−15.4% | 減碼 |
| Hickory Point Bank & Trust | 1,420 | $41.2 萬 | 0.30% | 00.0% | 不變 |
| Washington Trust Co | 1,419 | $41.2 萬 | 0.01% | +550+63.3% | 加碼 |
| D'Orazio & Associates, Inc. | 1,418 | $41.1 萬 | 0.05% | +80+6.0% | 加碼 |
| Nwam LLC | 1,422 | $41.1 萬 | 0.02% | −297−17.3% | 減碼 |
| ForthRight Wealth Management, LLC | 1,413 | $41.0 萬 | 0.12% | 00.0% | 不變 |
| Advisor OS, LLC | 1,410 | $40.9 萬 | 0.03% | +1+0.1% | 加碼 |
| Great Waters Wealth Management | 1,409 | $40.9 萬 | 0.04% | +3+0.2% | 加碼 |
| Wellington Shields & Co., LLC | 1,408 | $40.8 萬 | 0.10% | −100−6.6% | 減碼 |
| Mitchell Sinkler & Starr | 1,400 | $40.6 萬 | 0.18% | 00.0% | 不變 |