Whittier Trust Co. Trims Stock Position in The Travelers Companies, Inc. $TRV

Whittier Trust Co. decreased its stake in The Travelers Companies, Inc. (NYSE:TRV) by 3.8% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 53,685 shares of the insurance provider’s stock after selling 2,140 shares during the quarter. Whittier Trust Co.’s holdings in Travelers Companies were worth $15,277,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently bought and sold shares of TRV. Barnes Dennig Private Wealth Management LLC lifted its holdings in Travelers Companies by 134.1% in the third quarter. Barnes Dennig Private Wealth Management LLC now owns 96 shares of the insurance provider’s stock valued at $27,000 after acquiring an additional 55 shares during the period. Osterweis Capital Management Inc. increased its holdings in shares of 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. Delos Wealth Advisors LLC acquired a new position in shares of Travelers Companies in the 2nd quarter valued at $27,000. Clayton Financial Group LLC purchased a new stake in Travelers Companies during the third quarter worth $28,000. Finally, Quaker Wealth Management LLC grew its position in Travelers Companies by 200.0% during the second quarter. Quaker Wealth Management LLC now owns 104 shares of the insurance provider’s stock valued at $28,000 after buying an additional 208 shares during the period. 82.45% of the stock is owned by institutional investors and hedge funds.

Travelers Companies Price Performance

Shares of Travelers Companies stock opened at $277.62 on Friday. The stock has a market capitalization of $61.93 billion, a P/E ratio of 10.08, a PEG ratio of 2.62 and a beta of 0.52. The business has a 50 day simple moving average of $285.19 and a two-hundred day simple moving average of $275.78. The Travelers Companies, Inc. has a 12 month low of $230.43 and a 12 month high of $296.85. The company has a debt-to-equity ratio of 0.28, a current ratio of 0.33 and a quick ratio of 0.35.

Travelers Companies (NYSE:TRV) last issued its quarterly earnings results on Wednesday, January 21st. The insurance provider reported $11.13 EPS for the quarter, topping the consensus estimate of $8.34 by $2.79. Travelers Companies had a return on equity of 20.70% and a net margin of 12.88%.The firm had revenue of $12.43 billion during the quarter, compared to analysts’ expectations of $11.13 billion. During the same period in the previous year, the business earned $9.15 earnings per share. The firm’s revenue for the quarter was up 3.5% on a year-over-year basis. As a group, analysts predict that The Travelers Companies, Inc. will post 17.02 EPS for the current fiscal year.

Travelers Companies Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 31st. Stockholders of record on Tuesday, March 10th will be given a $1.10 dividend. 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 is 15.98%.

Travelers Companies declared that its board has authorized a share buyback program on Wednesday, January 21st that authorizes the company to buyback $5.00 billion in outstanding shares. This buyback authorization authorizes the insurance provider to reacquire up to 8.3% of its shares through open market purchases. Shares buyback programs are usually a sign that the company’s board believes its stock is undervalued.

Travelers Companies News Roundup

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

Wall Street Analyst Weigh In

A number of brokerages have weighed in on TRV. Keefe, Bruyette & Woods upped their price objective on shares of Travelers Companies from $317.00 to $320.00 and gave the stock an “outperform” rating in a research report on Friday. Zacks Research cut Travelers Companies from a “strong-buy” rating to a “hold” rating in a report on Monday, December 22nd. Weiss Ratings raised Travelers Companies from a “buy (b+)” rating to a “buy (a-)” rating in a report on Monday, January 12th. Morgan Stanley boosted their price objective on Travelers Companies from $285.00 to $295.00 and gave the company an “equal weight” rating in a research report on Monday, November 17th. Finally, Roth Mkm increased their target price on Travelers Companies from $300.00 to $320.00 and gave the company a “buy” rating in a research report on Friday. One investment analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, twelve have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, Travelers Companies currently has a consensus rating of “Hold” and an average target price of $301.20.

Insider Buying and Selling at Travelers Companies

In other Travelers Companies news, 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 value of $2,637,911.60. Following the transaction, the executive vice president directly owned 117,596 shares of the company’s stock, valued at $34,776,665.08. This trade represents a 7.05% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Michael Frederick Klein sold 8,572 shares of the business’s stock in a transaction that occurred on Tuesday, October 28th. The stock was sold at an average price of $270.73, for a total value of $2,320,697.56. Following the transaction, the executive vice president owned 33,638 shares in the company, valued at approximately $9,106,815.74. This represents a 20.31% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 46,295 shares of company stock valued at $13,011,918. Corporate insiders own 1.46% of the company’s stock.

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.