First Trust Advisors LP Acquires 115,276 Shares of The Travelers Companies, Inc. $TRV

First Trust Advisors LP increased its stake in shares of The Travelers Companies, Inc. (NYSE:TRV) by 7.2% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,705,401 shares of the insurance provider’s stock after acquiring an additional 115,276 shares during the quarter. First Trust Advisors LP’s holdings in Travelers Companies were worth $497,431,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also added to or reduced their stakes in the company. HHM Wealth Advisors LLC raised its position in shares of Travelers Companies by 145.7% during the first quarter. HHM Wealth Advisors LLC now owns 86 shares of the insurance provider’s stock worth $25,000 after purchasing an additional 51 shares during the period. Whipplewood Advisors LLC acquired a new stake in Travelers Companies in the 1st quarter valued at $26,000. Kemnay Advisory Services Inc. acquired a new stake in Travelers Companies in the 4th quarter valued at $26,000. Osterweis Capital Management Inc. increased its stake in Travelers Companies by 1,820.0% during the 2nd quarter. Osterweis Capital Management Inc. now owns 96 shares of the insurance provider’s stock valued at $26,000 after purchasing an additional 91 shares in the last quarter. Finally, Kohmann Bosshard Financial Services LLC bought a new stake in Travelers Companies during the 4th quarter valued at $28,000. Institutional investors own 82.45% of the company’s stock.

Insiders Place Their Bets

In related news, Vice Chairman William H. Heyman sold 1,557 shares of the stock in a transaction that occurred on Tuesday, April 28th. The stock was sold at an average price of $310.64, for a total transaction of $483,666.48. Following the completion of the sale, the insider directly owned 259,590 shares of the company’s stock, valued at approximately $80,639,037.60. This trade represents a 0.60% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Michael Frederick Klein sold 10,000 shares of Travelers Companies stock in a transaction on Tuesday, May 26th. The stock was sold at an average price of $307.65, for a total value of $3,076,500.00. Following the sale, the executive vice president owned 45,125 shares in the company, valued at $13,882,706.25. This trade represents a 18.14% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 18,292 shares of company stock valued at $5,639,800 in the last 90 days. 1.39% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

A number of research analysts have weighed in on the stock. Weiss Ratings reaffirmed a “buy (a-)” rating on shares of Travelers Companies in a research note on Friday, May 8th. Wells Fargo & Company boosted their target price on shares of Travelers Companies from $295.00 to $334.00 and gave the stock an “equal weight” rating in a research report on Thursday, July 9th. Mizuho upped their target price on shares of Travelers Companies from $304.00 to $324.00 and gave the stock a “neutral” rating in a report on Thursday, July 9th. Cantor Fitzgerald raised their price target on shares of Travelers Companies from $335.00 to $360.00 and gave the company an “overweight” rating in a research report on Thursday, July 9th. Finally, Keefe, Bruyette & Woods reissued a “market perform” rating and set a $356.00 price objective (up from $342.00) on shares of Travelers Companies in a report on Wednesday, July 8th. Three investment analysts have rated the stock with a Strong Buy rating, four have issued a Buy rating, fourteen have issued a Hold rating and five have issued a Sell rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Hold” and a consensus target price of $353.26.

Travelers Companies News Summary

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

• Positive Sentiment: Travelers jumped after reporting Q2 2026 results that beat expectations, with earnings boosted by investment income, underwriting discipline, reserve releases, and AI-driven improvements rather than premium growth alone. Travelers Stock Surges 10% as Earnings Beat Reveals Underwriting Discipline
• Positive Sentiment: Truist raised its price target to $425 and kept a buy rating, citing upside from top- and bottom-line momentum. Analyst update on Travelers
• Positive Sentiment: Citigroup lifted its price target to $385, reflecting confidence in Travelers’ post-earnings outlook even though the rating stayed neutral. Citigroup price target update
• Positive Sentiment: Travelers was highlighted by Josh Brown as one of the top dividend insurance stocks to own in 2026, reinforcing its appeal as a high-quality income name. Josh Brown names top dividend stocks to own in 2026
• Neutral Sentiment: DOWLING & PARTN issued FY2028 EPS estimates of $27.00, slightly below the current consensus of $28.39, which suggests expectations are still fairly well anchored. Travelers stock page
• Negative Sentiment: Goldman Sachs downgraded Travelers to sell with a $350 target, signaling concern that the stock may have limited upside after the post-earnings rally. Goldman Sachs Downgrades Travelers to Sell
• Negative Sentiment: Morgan Stanley also kept an underweight rating despite raising its target to $330, suggesting the stock may still be expensive relative to fundamentals. Morgan Stanley price target update

Travelers Companies Stock Performance

NYSE TRV opened at $369.43 on Wednesday. The company has a fifty day moving average price of $317.19 and a 200-day moving average price of $302.67. The firm has a market cap of $77.05 billion, a price-to-earnings ratio of 9.89, a PEG ratio of 3.26 and a beta of 0.46. The company has a debt-to-equity ratio of 0.27, a current ratio of 0.33 and a quick ratio of 0.35. The Travelers Companies, Inc. has a 1 year low of $252.26 and a 1 year high of $371.94.

Travelers Companies (NYSE:TRV) last released its quarterly earnings results on Friday, July 17th. The insurance provider reported $10.04 earnings per share for the quarter, beating analysts’ consensus estimates of $5.41 by $4.63. Travelers Companies had a net margin of 16.95% and a return on equity of 25.41%. The company had revenue of $12.15 billion for the quarter, compared to analyst estimates of $11.26 billion. During the same period last year, the firm earned $6.51 earnings per share. The firm’s revenue was up .3% on a year-over-year basis. As a group, equities research analysts predict that The Travelers Companies, Inc. will post 28.58 EPS for the current fiscal year.

Travelers Companies Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Wednesday, September 30th. Shareholders of record on Thursday, September 10th will be given a dividend of $1.25 per share. The ex-dividend date of this dividend is Thursday, September 10th. This represents a $5.00 annualized dividend and a dividend yield of 1.4%. Travelers Companies’s dividend payout ratio (DPR) is currently 13.39%.

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.