3,255 Shares in The Travelers Companies, Inc. $TRV Bought by Dorsey Wright & Associates

Dorsey Wright & Associates purchased a new stake in The Travelers Companies, Inc. (NYSE:TRV) in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund purchased 3,255 shares of the insurance provider’s stock, valued at approximately $949,000.

Other institutional investors and hedge funds have also bought and sold shares of the company. Kera Capital Partners Inc. grew its stake in Travelers Companies by 21.2% during the first quarter. Kera Capital Partners Inc. now owns 853 shares of the insurance provider’s stock worth $249,000 after buying an additional 149 shares in the last quarter. Gryphon Financial Partners LLC increased its holdings in Travelers Companies by 10.3% in the 1st quarter. Gryphon Financial Partners LLC now owns 3,192 shares of the insurance provider’s stock valued at $931,000 after buying an additional 298 shares during the period. Advisortrust Partners LLC raised its position in shares of Travelers Companies by 6.0% in the 1st quarter. Advisortrust Partners LLC now owns 1,325 shares of the insurance provider’s stock valued at $386,000 after buying an additional 75 shares in the last quarter. Catalyst Capital Advisors LLC bought a new stake in shares of Travelers Companies during the 1st quarter worth approximately $139,000. Finally, Main Street Group LTD bought a new stake in shares of Travelers Companies during the 1st quarter worth approximately $89,000. Institutional investors own 82.45% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms recently issued reports on TRV. UBS Group increased their price target on shares of Travelers Companies from $314.00 to $350.00 and gave the stock a “neutral” rating in a research report on Wednesday, July 8th. BMO Capital Markets boosted their price objective on shares of Travelers Companies from $297.00 to $314.00 and gave the company an “outperform” rating in a research report on Monday, April 20th. JPMorgan Chase & Co. upgraded Travelers Companies from an “underweight” rating to a “neutral” rating and upped their target price for the stock from $316.00 to $322.00 in a research note on Tuesday, May 26th. Morgan Stanley downgraded Travelers Companies from an “equal weight” rating to an “underweight” rating and reduced their target price for the company from $333.00 to $290.00 in a report on Wednesday. Finally, Raymond James Financial reiterated a “strong-buy” rating on shares of Travelers Companies in a research note on Monday, July 6th. Three 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 company. According to MarketBeat, the stock currently has a consensus rating of “Hold” and an average target price of $329.11.

Travelers Companies Trading Up 9.4%

TRV opened at $369.50 on Friday. The company’s 50 day moving average is $314.35 and its 200-day moving average is $301.51. The Travelers Companies, Inc. has a 1-year low of $252.26 and a 1-year high of $370.43. The company has a current ratio of 0.35, a quick ratio of 0.35 and a debt-to-equity ratio of 0.29. The company has a market cap of $78.57 billion, a P/E ratio of 9.90, a PEG ratio of 3.28 and a beta of 0.46.

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 the consensus estimate of $5.41 by $4.63. The company had revenue of $12.15 billion for the quarter, compared to analyst estimates of $11.26 billion. Travelers Companies had a net margin of 15.54% and a return on equity of 24.06%. The firm’s revenue was up .3% on a year-over-year basis. During the same period in the previous year, the firm posted $6.51 EPS. Equities research analysts predict 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 paid a dividend of $1.25 per share. This represents a $5.00 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date of this dividend is Thursday, September 10th. Travelers Companies’s payout ratio is presently 13.39%.

Key Stories Impacting Travelers Companies

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

Insider Activity

In other news, insider Avrohom J. Kess sold 6,735 shares of the company’s stock in a transaction on Tuesday, April 28th. The shares were sold at an average price of $308.78, for a total transaction of $2,079,633.30. Following the completion of the transaction, the insider directly owned 48,737 shares in the company, valued at approximately $15,049,010.86. This represents a 12.14% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Diane Kurtzman sold 2,867 shares of the stock in a transaction on Monday, April 20th. The shares were sold at an average price of $303.45, for a total value of $869,991.15. Following the completion of the transaction, the executive vice president owned 5,298 shares of the company’s stock, valued at $1,607,678.10. The trade was a 35.11% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 37,573 shares of company stock valued at $11,504,146. 1.39% of the stock is currently owned by insiders.

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.