Strs Ohio Reduces Stake in The Travelers Companies, Inc. $TRV

Strs Ohio lowered its stake in shares of The Travelers Companies, Inc. (NYSE:TRV) by 4.2% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 64,293 shares of the insurance provider’s stock after selling 2,786 shares during the period. Strs Ohio’s holdings in Travelers Companies were worth $17,952,000 at the end of the most recent quarter.

Other hedge funds also recently modified their holdings of the company. Osterweis Capital Management Inc. increased its position in Travelers Companies by 1,820.0% in the second 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. Delos Wealth Advisors LLC bought a new position in shares of Travelers Companies during the 2nd quarter worth $27,000. Barnes Dennig Private Wealth Management LLC increased its holdings in Travelers Companies by 134.1% in the 3rd quarter. Barnes Dennig Private Wealth Management LLC now owns 96 shares of the insurance provider’s stock worth $27,000 after acquiring an additional 55 shares during the last quarter. Quaker Wealth Management LLC raised its stake in Travelers Companies by 200.0% in the 2nd quarter. Quaker Wealth Management LLC now owns 104 shares of the insurance provider’s stock valued at $28,000 after acquiring an additional 208 shares during the period. Finally, Clayton Financial Group LLC purchased a new stake in Travelers Companies during the third quarter valued at about $28,000. Institutional investors own 82.45% of the company’s stock.

More 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

Insiders Place Their Bets

In other news, CFO Daniel S. Frey sold 25,000 shares of the business’s stock in a transaction dated Thursday, November 6th. The stock was sold at an average price of $278.25, for a total transaction of $6,956,250.00. Following the completion of the transaction, the chief financial officer owned 26,932 shares of the company’s stock, valued at approximately $7,493,829. The trade was a 48.14% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Maria Olivo sold 8,920 shares of the firm’s stock in a transaction that occurred on Wednesday, November 26th. The shares were sold at an average price of $295.73, for a total transaction of $2,637,911.60. Following the completion of the sale, the executive vice president directly owned 117,596 shares in the company, valued at $34,776,665.08. This represents a 7.05% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 46,295 shares of company stock worth $13,011,918 over the last three months. Company insiders own 1.46% of the company’s stock.

Travelers Companies Stock Down 0.3%

TRV opened at $277.62 on Friday. The company has a fifty day moving average price of $285.19 and a 200-day moving average price of $275.78. The firm has a market capitalization of $61.93 billion, a P/E ratio of 10.08, a price-to-earnings-growth ratio of 2.62 and a beta of 0.52. 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 data 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. The company had revenue of $12.43 billion for the quarter, compared to the consensus estimate of $11.13 billion. Travelers Companies had a return on equity of 20.70% and a net margin of 12.88%.The firm’s revenue was up 3.5% compared to the same quarter last year. During the same quarter last year, the business posted $9.15 earnings per share. Equities research analysts expect that The Travelers Companies, Inc. will post 17.02 earnings per share for the current fiscal year.

Travelers Companies declared that its board has approved a share buyback plan on Wednesday, January 21st that permits the company to repurchase $5.00 billion in outstanding shares. This repurchase authorization permits the insurance provider to reacquire up to 8.3% of its shares through open market purchases. Shares repurchase plans are usually an indication that the company’s leadership believes its shares are undervalued.

Travelers Companies Dividend Announcement

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

Wall Street Analysts Forecast Growth

TRV has been the subject of a number of research reports. Roth Mkm increased their target price on shares of Travelers Companies from $300.00 to $320.00 and gave the stock a “buy” rating in a research report on Friday. Morgan Stanley raised their price objective on shares of Travelers Companies from $285.00 to $295.00 and gave the stock an “equal weight” rating in a report on Monday, November 17th. Barclays lowered 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. JPMorgan Chase & Co. raised their price target on Travelers Companies from $302.00 to $305.00 and gave the stock an “underweight” rating in a report on Wednesday, January 7th. Finally, Keefe, Bruyette & Woods lifted their price target on Travelers Companies from $317.00 to $320.00 and gave the company an “outperform” rating in a research report on Friday. One equities research analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Hold” and an average price target of $301.20.

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.