The Travelers Companies, Inc. $TRV Shares Sold by SteelPeak Wealth LLC

SteelPeak Wealth LLC reduced its stake in The Travelers Companies, Inc. (NYSE:TRV) by 83.9% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 4,252 shares of the insurance provider’s stock after selling 22,193 shares during the quarter. SteelPeak Wealth LLC’s holdings in Travelers Companies were worth $1,240,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of TRV. HHM Wealth Advisors LLC raised its stake in shares of Travelers Companies by 145.7% during the first quarter. HHM Wealth Advisors LLC now owns 86 shares of the insurance provider’s stock worth $25,000 after purchasing an additional 51 shares during the last quarter. Kemnay Advisory Services Inc. acquired a new position in Travelers Companies in the 4th quarter valued at $26,000. Whipplewood Advisors LLC acquired a new position in Travelers Companies in the 1st quarter valued at $26,000. Osterweis Capital Management Inc. raised its position in Travelers Companies by 1,820.0% during the 2nd quarter. Osterweis Capital Management Inc. now owns 96 shares of the insurance provider’s stock worth $26,000 after buying an additional 91 shares during the last quarter. Finally, Kohmann Bosshard Financial Services LLC purchased a new position in Travelers Companies during the 4th quarter worth $28,000. Institutional investors and hedge funds own 82.45% of the company’s stock.

Travelers Companies Stock Performance

NYSE:TRV opened at $369.50 on Friday. The company has a quick ratio of 0.35, a current ratio of 0.35 and a debt-to-equity ratio of 0.29. The Travelers Companies, Inc. has a fifty-two week low of $252.26 and a fifty-two week high of $370.43. The stock has a market cap of $78.57 billion, a PE ratio of 10.99, a price-to-earnings-growth ratio of 3.00 and a beta of 0.46. The firm’s fifty day simple moving average is $314.35 and its 200-day simple moving average is $301.51.

Travelers Companies (NYSE:TRV) last announced its quarterly earnings results on Friday, July 17th. The insurance provider reported $10.04 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $5.41 by $4.63. Travelers Companies had a net margin of 15.54% and a return on equity of 24.06%. The business had revenue of $12.15 billion during the quarter, compared to the consensus estimate of $11.26 billion. During the same quarter last year, the firm posted $6.51 EPS. The business’s revenue was up .3% compared to the same quarter last year. Analysts expect that The Travelers Companies, Inc. will post 28.39 earnings per share for the current fiscal year.

Travelers Companies Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, September 30th. Shareholders of record on Thursday, September 10th will be given a dividend of $1.25 per share. This represents a $5.00 annualized dividend and a yield of 1.4%. The ex-dividend date is Thursday, September 10th. Travelers Companies’s dividend payout ratio is presently 14.88%.

Analysts Set New Price Targets

Several analysts have recently weighed in on the stock. BMO Capital Markets lifted their target price on shares of Travelers Companies from $297.00 to $314.00 and gave the company an “outperform” rating in a report on Monday, April 20th. Cantor Fitzgerald increased their price target on shares of Travelers Companies from $335.00 to $360.00 and gave the stock an “overweight” rating in a report on Thursday, July 9th. JPMorgan Chase & Co. upgraded shares of Travelers Companies from an “underweight” rating to a “neutral” rating and raised their price objective for the company from $316.00 to $322.00 in a research report on Tuesday, May 26th. Piper Sandler lifted their price objective on Travelers Companies to $340.00 and gave the company an “overweight” rating in a report on Monday. Finally, Bank of America dropped their target price on Travelers Companies from $259.00 to $257.00 and set an “underperform” rating on the stock in a research report on Tuesday, April 14th. Three equities research analysts have rated the stock with a Strong Buy rating, five have given a Buy rating, twelve have assigned a Hold rating and five have issued a Sell rating to the stock. According to MarketBeat, the company currently has an average rating of “Hold” and an average price target of $329.11.

Insider Buying and Selling

In other news, insider Avrohom J. Kess sold 6,735 shares of the business’s stock in a transaction that occurred on Tuesday, April 28th. The stock was sold at an average price of $308.78, for a total transaction of $2,079,633.30. Following the sale, the insider owned 48,737 shares of the company’s stock, valued at $15,049,010.86. The trade was a 12.14% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Michael Frederick Klein sold 10,000 shares of the company’s stock in a transaction that occurred on Tuesday, May 26th. The stock was sold at an average price of $307.65, for a total value of $3,076,500.00. Following the completion of the sale, the executive vice president owned 45,125 shares in the company, valued at approximately $13,882,706.25. This represents a 18.14% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 37,573 shares of company stock valued at $11,504,146 in the last 90 days. 1.39% of the stock is owned by corporate insiders.

Key Travelers Companies News

Here are the key news stories impacting Travelers Companies this week:

• Positive Sentiment: Travelers reported Q2 adjusted EPS of $10.04, far above Wall Street estimates, driven by lower catastrophe losses, stronger investment income, and solid underwriting performance. Travelers CEO Refuses to Chase Growth With Price Cuts: That’s a Fool’s Errand
• Positive Sentiment: Net written premiums of $11.53 billion also topped expectations, while the combined ratio improved to 83.6%, signaling better profitability in the core insurance business. Travelers Q2 Earnings Beat Estimates on Lower Catastrophe Losses
• Positive Sentiment: The company also benefited from favorable prior-year reserve development and returned capital to shareholders through buybacks and dividends, which may support investor confidence in future earnings power. Travelers Q2 earnings exceed consensus on solid underwriting, investment income
• Neutral Sentiment: Analyst commentary and earnings-call transcripts are likely reinforcing the story around disciplined pricing and underwriting, but they do not appear to be changing the main market reaction. The Travelers Companies, Inc. (TRV) Q2 2026 Earnings Call Transcript

Travelers Companies Profile

The Travelers Companies, Inc (NYSE: TRV) is a leading provider of property and casualty insurance products and services. The company underwrites a broad range of commercial and personal insurance lines, offering coverage designed to protect individuals, small and midsize businesses, and large corporate clients against property loss, liability, and other operational risks. Travelers is known for combining underwriting, claims management and risk control services to help clients prevent losses and recover when incidents occur.

On the commercial side, Travelers writes primary and specialty coverages including property, general liability, commercial auto, workers’ compensation, professional and management liability, surety and inland marine.