The Travelers Companies, Inc. $TRV Stock Position Raised by National Pension Service

National Pension Service lifted its stake in shares of The Travelers Companies, Inc. (NYSE:TRV) by 3.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 771,552 shares of the insurance provider’s stock after acquiring an additional 24,669 shares during the quarter. National Pension Service’s holdings in Travelers Companies were worth $223,796,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of the stock. Chicago Partners Investment Group LLC boosted its stake in shares of Travelers Companies by 1.9% during the 4th quarter. Chicago Partners Investment Group LLC now owns 1,949 shares of the insurance provider’s stock worth $541,000 after acquiring an additional 36 shares in the last quarter. Greenleaf Trust boosted its stake in shares of Travelers Companies by 0.4% during the 4th quarter. Greenleaf Trust now owns 10,036 shares of the insurance provider’s stock worth $2,911,000 after acquiring an additional 37 shares in the last quarter. Allegiance Financial Group Advisory Services LLC boosted its stake in shares of Travelers Companies by 3.4% during the 4th quarter. Allegiance Financial Group Advisory Services LLC now owns 1,130 shares of the insurance provider’s stock worth $328,000 after acquiring an additional 37 shares in the last quarter. CYBER HORNET ETFs LLC boosted its stake in shares of Travelers Companies by 6.0% during the 4th quarter. CYBER HORNET ETFs LLC now owns 656 shares of the insurance provider’s stock worth $190,000 after acquiring an additional 37 shares in the last quarter. Finally, Ibex Wealth Advisors boosted its position in shares of Travelers Companies by 1.4% in the third quarter. Ibex Wealth Advisors now owns 2,889 shares of the insurance provider’s stock worth $807,000 after buying an additional 40 shares during the period. 82.45% of the stock is owned by institutional investors.

Insider Buying and Selling at Travelers Companies

In related news, EVP Jeffrey P. Klenk sold 6,414 shares of the stock in a transaction on Monday, April 20th. The stock was sold at an average price of $305.06, for a total transaction of $1,956,654.84. Following the completion of the sale, the executive vice president directly owned 6,075 shares in the company, valued at approximately $1,853,239.50. This trade represents a 51.36% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Vice Chairman William H. Heyman sold 1,557 shares of the stock in a transaction on Tuesday, April 28th. The stock was sold at an average price of $310.64, for a total value of $483,666.48. Following the sale, the insider owned 259,590 shares of the company’s stock, valued at approximately $80,639,037.60. This represents a 0.60% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 37,573 shares of company stock valued at $11,504,146 in the last quarter. Corporate insiders own 1.39% of the company’s stock.

Travelers Companies News Roundup

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

• Positive Sentiment: JP Morgan upgraded Travelers Companies (TRV), adding to a generally supportive analyst backdrop and signaling improved confidence in the insurer’s outlook.
• Positive Sentiment: Piper Sandler reiterated a Buy rating on Travelers Companies, reinforcing bullish sentiment from Wall Street.
• Positive Sentiment: The company recently raised its quarterly dividend to $1.25 per share from $1.10, which may appeal to income-focused investors and suggests continued confidence in cash flow.
• Positive Sentiment: Travelers also delivered strong last-quarter results, with earnings of $7.71 per share beating estimates and revenue topping expectations, highlighting solid underwriting performance.
• Neutral Sentiment: DOWLING & PARTN issued fiscal 2026 and 2027 EPS estimates below consensus, which may temper expectations but does not materially change the long-term story.
• Neutral Sentiment: Insider selling by EVP Michael Frederick Klein, including a 10,000-share sale, may be viewed cautiously by investors, though the sale was not large enough to clearly signal a major change in fundamentals. Source
• Negative Sentiment: The stock’s recent softness may reflect profit-taking after a strong run and a valuation that some analysts view as more balanced following its earnings beat and dividend increase.

Travelers Companies Price Performance

Shares of NYSE:TRV opened at $291.68 on Friday. 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 Travelers Companies, Inc. has a 1 year low of $249.19 and a 1 year high of $313.12. The business has a fifty day simple moving average of $299.12 and a 200 day simple moving average of $293.72. The firm has a market cap of $62.02 billion, a price-to-earnings ratio of 8.68, a P/E/G ratio of 2.65 and a beta of 0.50.

Travelers Companies (NYSE:TRV) last announced its quarterly earnings data on Thursday, April 16th. The insurance provider reported $7.71 earnings per share (EPS) for the quarter, topping the consensus estimate of $6.80 by $0.91. Travelers Companies had a return on equity of 24.06% and a net margin of 15.54%.The business had revenue of $11.92 billion during the quarter, compared to analyst estimates of $11.11 billion. During the same period last year, the company earned $1.91 earnings per share. Travelers Companies’s quarterly revenue was down 1.7% compared to the same quarter last year. As a group, sell-side analysts predict that The Travelers Companies, Inc. will post 28 earnings per share for the current fiscal year.

Travelers Companies Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 30th. Investors of record on Wednesday, June 10th will be issued a dividend of $1.25 per share. This is a positive change from Travelers Companies’s previous quarterly dividend of $1.10. This represents a $5.00 annualized dividend and a dividend yield of 1.7%. The ex-dividend date is Wednesday, June 10th. Travelers Companies’s dividend payout ratio is 14.88%.

Analysts Set New Price Targets

Several analysts have recently commented on the company. Piper Sandler raised their target price on Travelers Companies from $329.00 to $340.00 and gave the stock an “overweight” rating in a research report on Tuesday. Wells Fargo & Company raised their target price on Travelers Companies from $285.00 to $305.00 and gave the stock an “equal weight” rating in a research report on Thursday, April 9th. Brean Capital assumed coverage on Travelers Companies in a research report on Thursday, March 12th. They issued a “neutral” rating for the company. Roth Mkm reaffirmed a “buy” rating on shares of Travelers Companies in a research report on Monday, April 20th. Finally, Evercore reaffirmed an “outperform” rating on shares of Travelers Companies in a research report on Friday, April 17th. Two analysts have rated the stock with a Strong Buy rating, six have issued a Buy rating, eleven have assigned a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat, Travelers Companies presently has a consensus rating of “Hold” and a consensus price target of $311.47.

About Travelers Companies

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.