Resona Asset Management Co. Ltd. Sells 3,111 Shares of The Travelers Companies, Inc. $TRV

Resona Asset Management Co. Ltd. lessened its holdings in The Travelers Companies, Inc. (NYSE:TRV) by 3.4% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 89,240 shares of the insurance provider’s stock after selling 3,111 shares during the period. Resona Asset Management Co. Ltd.’s holdings in Travelers Companies were worth $24,884,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently made changes to their positions in TRV. Brighton Jones LLC increased its position in Travelers Companies by 13.4% during the 4th quarter. Brighton Jones LLC now owns 3,277 shares of the insurance provider’s stock worth $789,000 after purchasing an additional 387 shares in the last quarter. Revolve Wealth Partners LLC bought a new position in shares of Travelers Companies in the 4th quarter valued at $276,000. American National Bank & Trust lifted its stake in shares of Travelers Companies by 217.4% in the 2nd quarter. American National Bank & Trust now owns 438 shares of the insurance provider’s stock valued at $117,000 after acquiring an additional 300 shares during the last quarter. ST Germain D J Co. Inc. boosted its holdings in shares of Travelers Companies by 37.1% during the 2nd quarter. ST Germain D J Co. Inc. now owns 1,370 shares of the insurance provider’s stock valued at $367,000 after acquiring an additional 371 shares in the last quarter. Finally, Kathmere Capital Management LLC increased its holdings in Travelers Companies by 6.6% in the 2nd quarter. Kathmere Capital Management LLC now owns 5,979 shares of the insurance provider’s stock worth $1,600,000 after purchasing an additional 368 shares in the last quarter. Institutional investors own 82.45% of the company’s stock.

Insiders Place Their Bets

In other news, Vice Chairman William H. Heyman sold 1,803 shares of the business’s stock in a transaction dated Thursday, November 13th. The stock was sold at an average price of $289.55, for a total value of $522,058.65. Following the transaction, the insider directly owned 255,086 shares of the company’s stock, valued at $73,860,151.30. The trade was a 0.70% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CFO Daniel S. Frey sold 25,000 shares of the firm’s stock in a transaction that occurred on Thursday, November 6th. The stock was sold at an average price of $278.25, for a total value of $6,956,250.00. Following the sale, the chief financial officer directly owned 26,932 shares of the company’s stock, valued at $7,493,829. This represents a 48.14% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 46,295 shares of company stock valued at $13,011,918. 1.46% of the stock is currently owned by insiders.

Travelers Companies Stock Performance

Shares of TRV stock opened at $277.62 on Friday. The stock has a market capitalization of $61.93 billion, a PE ratio of 10.08, a PEG ratio of 2.62 and a beta of 0.52. The business’s 50 day simple moving average is $285.19 and its 200 day simple moving average is $275.78. The company has a debt-to-equity ratio of 0.28, a current ratio of 0.33 and a quick ratio of 0.35. The Travelers Companies, Inc. has a one year low of $230.43 and a one year high of $296.85.

Travelers Companies (NYSE:TRV) last issued its quarterly earnings results on Wednesday, January 21st. The insurance provider reported $11.13 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $8.34 by $2.79. Travelers Companies had a net margin of 12.88% and a return on equity of 20.70%. The firm had revenue of $12.43 billion for the quarter, compared to the consensus estimate of $11.13 billion. During the same quarter in the previous year, the company earned $9.15 EPS. The company’s revenue for the quarter was up 3.5% on a year-over-year basis. As a group, research analysts forecast that The Travelers Companies, Inc. will post 17.02 earnings per share for the current year.

Travelers Companies announced that its board has authorized a stock repurchase plan on Wednesday, January 21st that authorizes the company to repurchase $5.00 billion in shares. This repurchase authorization authorizes the insurance provider to purchase up to 8.3% of its shares through open market purchases. Shares repurchase plans are typically an indication that the company’s management believes its stock is undervalued.

Travelers Companies Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, March 31st. Shareholders of record on Tuesday, March 10th will be given a dividend of $1.10 per share. The ex-dividend date of this dividend is Tuesday, March 10th. This represents a $4.40 dividend on an annualized basis and a yield of 1.6%. Travelers Companies’s dividend payout ratio is 15.98%.

Analyst Upgrades and Downgrades

Several equities analysts have commented on the company. UBS Group increased their target price on Travelers Companies from $284.00 to $287.00 and gave the company a “neutral” rating in a research report on Wednesday, October 8th. Evercore ISI upped their price objective on Travelers Companies from $309.00 to $317.00 and gave the company an “outperform” rating in a research note on Wednesday, January 7th. Cantor Fitzgerald lifted their target price on shares of Travelers Companies from $308.00 to $316.00 and gave the stock an “overweight” rating in a research report on Wednesday, January 14th. Barclays reduced their target price on shares of Travelers Companies from $315.00 to $312.00 and set an “equal weight” rating on the stock in a report on Thursday, January 8th. Finally, The Goldman Sachs Group cut shares of Travelers Companies from a “buy” rating to a “neutral” rating and set a $304.00 price target for the company. in a research report on Wednesday, January 7th. One analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company has a consensus rating of “Hold” and an average target price of $301.20.

Key Travelers Companies News

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

• Positive Sentiment: Strong Q4 beat — TRV reported Q4 EPS of $11.13 and revenue of $12.43B, both ahead of Street expectations; management cited underwriting strength and investment income that helped drive ~20% profit growth. This supports earnings momentum and valuation upside. Travelers logs 20% growth in Q4 profit
• Positive Sentiment: Large $5.0B buyback authorized — Board approved repurchases equal to ~8.3% of shares, increasing cash returns and supporting EPS per share over time; signals management confidence in the franchise. Board of Directors Initiates Stock Buyback Plan
• Positive Sentiment: Analyst upgrades/raised targets — Roth MKM raised its price target to $320 (buy) and Keefe, Bruyette & Woods raised to $320 (outperform), implying material upside from current levels and likely supporting near-term buying interest. Benzinga price target coverage KBW raise reported at TickerReport
• Positive Sentiment: Higher investment income outlook and tech investments — management signaled a ~$3.3B fixed-income net investment income outlook for 2026 and highlighted AI initiatives to improve efficiency, which could boost underwriting and investment returns. NII outlook and AI investments
• Neutral Sentiment: Earnings call/transcripts available — Detailed call notes and transcripts outline underwriting drivers and reserve positions; useful for modeling but largely confirm the results already reported. Earnings call transcript
• Negative Sentiment: Some mixed analyst reactions — Wells Fargo trimmed its target to $285 (equal weight) and Mizuho cut to $304 (neutral), which may cap upside and reflect caution on reserve, pricing or interest-rate sensitivity. Those notes can pressure sentiment even after the beat. Benzinga coverage of analyst changes

Travelers Companies Company 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.