The Travelers Companies, Inc. $TRV Stock Sold by Murphy Pohlad Asset Management LLC

Murphy Pohlad Asset Management LLC decreased its position in The Travelers Companies, Inc. (NYSE:TRV) by 4.8% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 30,306 shares of the insurance provider’s stock after selling 1,534 shares during the period. Travelers Companies makes up approximately 3.5% of Murphy Pohlad Asset Management LLC’s holdings, making the stock its 2nd biggest position. Murphy Pohlad Asset Management LLC’s holdings in Travelers Companies were worth $10,804,000 at the end of the most recent quarter.

Other hedge funds also recently made changes to their positions in the company. Whipplewood Advisors LLC acquired a new position in shares of Travelers Companies during the first quarter worth approximately $26,000. LifeSteps Financial Inc. acquired a new stake in Travelers Companies in the 2nd quarter valued at approximately $26,000. Kilter Group LLC bought a new stake in Travelers Companies during the 2nd quarter valued at $26,000. Delos Wealth Advisors LLC bought a new stake in Travelers Companies during the 2nd quarter valued at $30,000. Finally, NFSG Corp boosted its position in Travelers Companies by 1,311.1% during the 1st quarter. NFSG Corp now owns 127 shares of the insurance provider’s stock worth $37,000 after acquiring an additional 118 shares during the period. Institutional investors own 82.45% of the company’s stock.

Insider Buying and Selling at Travelers Companies

In related news, EVP David Rowland sold 5,000 shares of Travelers Companies stock in a transaction on Thursday, October 22nd. The stock was sold at an average price of $405.62, for a total value of $2,028,100.00. Following the transaction, the executive vice president directly owned 10,479 shares in the company, valued at $4,250,491.98. The trade was a 32.30% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Gregory Toczydlowski sold 34,771 shares of the business’s stock in a transaction on Thursday, October 22nd. The stock was sold at an average price of $403.89, for a total value of $14,043,659.19. Following the sale, the executive vice president directly owned 18,416 shares in the company, valued at $7,438,038.24. This trade represents a 65.37% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 166,287 shares of company stock worth $66,182,760. 1.39% of the stock is owned by insiders.

Key Headlines Impacting Travelers Companies

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

• Positive Sentiment: DOWLING & PARTN raised its fiscal 2026 EPS estimate for Travelers to $35.75 from $32.50, slightly above the current consensus estimate of $35.65. The revision suggests increased confidence in the insurer’s earnings outlook.
• Positive Sentiment: Keefe, Bruyette & Woods, Mizuho and JPMorgan Chase reportedly increased their price targets for TRV. The target increases add to the positive analyst momentum surrounding the shares. Keefe, Bruyette & Woods price target article Mizuho price target article JPMorgan price target article
• Positive Sentiment: Zacks highlighted Travelers as a potential momentum stock, reflecting its recent price strength and favorable trend signals. Zacks Travelers momentum article
• Positive Sentiment: Diversify Advisory Services increased its TRV holdings by 20.5% in the third quarter. Institutional buying can provide modest support for the stock. Diversify Advisory Services holdings article
• Neutral Sentiment: Travelers’ latest quarterly results were strong, with EPS of $9.18 versus a $7.39 estimate and revenue of $12.41 billion versus an $11.36 billion forecast. However, revenue declined slightly year over year, and the average analyst rating remains Hold.
• Negative Sentiment: EVPs Michael Klein and Maria Olivo sold a combined 22,600 shares worth roughly $9 million. Both executives retained sizable positions, but the transactions may create a modestly negative signal. Michael Klein SEC filing Maria Olivo SEC filing
• Negative Sentiment: BMO Capital maintained a Hold rating and Barclays issued a Sell rating, underscoring concerns about valuation after TRV’s recent advance.

Wall Street Analysts Forecast Growth

Several research analysts have recently issued reports on TRV shares. The Goldman Sachs Group cut Travelers Companies from a “neutral” rating to a “sell” rating and set a $350.00 price target for the company. in a research note on Monday, July 20th. Keefe, Bruyette & Woods increased their target price on shares of Travelers Companies from $372.00 to $382.00 and gave the company a “market perform” rating in a research report on Tuesday. Zacks Research downgraded shares of Travelers Companies from a “strong-buy” rating to a “hold” rating in a research report on Friday, October 9th. HSBC upped their price target on shares of Travelers Companies from $321.00 to $351.00 and gave the stock a “hold” rating in a research note on Monday, July 6th. Finally, Citigroup reiterated a “neutral” rating on shares of Travelers Companies in a report on Friday, October 16th. Three investment analysts have rated the stock with a Strong Buy rating, four have assigned a Buy rating, thirteen have given a Hold rating and five have issued a Sell rating to the stock. According to data from MarketBeat, Travelers Companies presently has a consensus rating of “Hold” and an average price target of $365.37.

Travelers Companies Price Performance

TRV stock traded down $7.11 on Friday, hitting $398.33. 1,293,042 shares of the company’s stock traded hands, compared to its average volume of 1,341,677. The Travelers Companies, Inc. has a 1-year low of $264.25 and a 1-year high of $407.86. The stock has a market cap of $81.64 billion, a price-to-earnings ratio of 10.44, a P/E/G ratio of 2.83 and a beta of 0.43. The stock has a fifty day moving average of $371.39 and a 200-day moving average of $341.14. The company has a current ratio of 0.33, a quick ratio of 0.33 and a debt-to-equity ratio of 0.34.

Travelers Companies (NYSE:TRV) last issued its earnings results on Friday, October 16th. The insurance provider reported $9.18 earnings per share for the quarter, topping analysts’ consensus estimates of $7.39 by $1.79. The firm had revenue of $12.41 billion during the quarter, compared to analysts’ expectations of $11.36 billion. Travelers Companies had a net margin of 17.03% and a return on equity of 26.19%. The firm’s revenue for the quarter was down .5% compared to the same quarter last year. During the same period last year, the firm posted $8.14 earnings per share. On average, analysts forecast that The Travelers Companies, Inc. will post 35.96 EPS for the current fiscal year.

Travelers Companies Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, December 31st. Stockholders of record on Thursday, December 10th will be paid a dividend of $1.25 per share. The ex-dividend date of this dividend is Thursday, December 10th. This represents a $5.00 annualized dividend and a dividend yield of 1.3%. Travelers Companies’s dividend payout ratio (DPR) is currently 13.11%.

Travelers Companies Company Profile

Travelers Companies, Inc is a property and casualty insurance company that provides insurance products and related services to businesses, government entities and individuals. The company offers coverage for property damage, liability, workers’ compensation, automobile accidents, cybersecurity risks and other exposures.

Travelers conducts its operations primarily through its Business Insurance, Bond & Specialty Insurance and Personal Insurance segments. Its products include commercial property and casualty policies, surety and fidelity bonds, homeowners insurance, personal automobile insurance and umbrella coverage.