TRV icon

Travelers Companies

276.86 USD
+1.83
0.67%
At close Updated Sep 18, 12:04 PM EDT
1 day
0.67%
5 days
-0.64%
1 month
4.51%
3 months
4.51%
6 months
6.28%
Year to date
14.93%
1 year
15.48%
5 years
148.06%
10 years
177.8%
 

About: Travelers offers a broad product range and participates in both commercial and personal insurance lines. Its commercial operations offer a variety of coverage types for companies of any size but concentrate on serving midsize businesses. Its personal lines are roughly evenly split between auto and homeowners insurance.

Employees: 34,000

0
Funds holding %
of 7,463 funds
0
Analysts bullish %
of 4 analysts

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

15% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 111

1.87% more ownership

Funds ownership: 81.64% [Q1] → 83.51% (+1.87%) [Q2]

10% more call options, than puts

Call options by funds: $159M | Put options by funds: $144M

8% more repeat investments, than reductions

Existing positions increased: 591 | Existing positions reduced: 548

3% more capital invested

Capital invested by funds: $48.9B [Q1] → $50.4B (+$1.48B) [Q2]

1% less funds holding

Funds holding: 1,612 [Q1] → 1,603 (-9) [Q2]

32% less funds holding in top 10

Funds holding in top 10: 19 [Q1] → 13 (-6) [Q2]

Research analyst outlook

4 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target
$274
1% downside
Avg. target
$287
4% upside
High target
$316
14% upside

4 analyst ratings

positive
25%
neutral
75%
negative
0%
UBS
Brian Meredith
$284
Neutral
Maintained
21 Jul 2025
Wells Fargo
Elyse Greenspan
$275
Equal-Weight
Maintained
18 Jul 2025
Keefe, Bruyette & Woods
Meyer Shields
$316
Outperform
Maintained
18 Jul 2025
Barclays
Alex Scott
$274
Equal-Weight
Downgraded
7 Jul 2025

Financial journalist opinion

Based on 6 articles about TRV published over the past 30 days

Positive
Forbes
yesterday
AI's Next Dividend Bonanza Is NOT Where You Think
While Wall Street chases NVIDIA (NVDA), the real AI dividend story is unfolding in the sleepy insurance sector. These “boring” firms are quietly leveraging AI tools to slash costs, grow premiums, and—best of all—dish us bigger dividends.
AI's Next Dividend Bonanza Is NOT Where You Think
Neutral
Business Wire
3 days ago
Travelers Schedules Conference Call to Review Third Quarter 2025 Results
NEW YORK--(BUSINESS WIRE)--The Travelers Companies, Inc. (NYSE: TRV) will review its third quarter 2025 results at 9 a.m. ET on Thursday, Oct. 16, following the release of results earlier that morning. Investors can access the call via webcast at investor.travelers.com and by dialing 888-440-6281 within the United States or 646-960-0218 outside the United States. A slide presentation, statistical supplement and live audio broadcast will be available on the same website. Following the event, rep.
Travelers Schedules Conference Call to Review Third Quarter 2025 Results
Neutral
Business Wire
8 days ago
Travelers Launches Initiative to Address Insurance Availability and Affordability Challenges
HARTFORD, Conn.--(BUSINESS WIRE)--The Travelers Companies, Inc. (NYSE: TRV), today announced the launch of Risk. Regulation. Resilience. Responsibility.℠, a new initiative of the Travelers Institute. The multiyear initiative will focus on how policymakers, insurance agents, brokers, carriers and consumers can address the challenges of availability and affordability within the insurance marketplace. “At its core, insurance is about bringing individuals and businesses together to pool resources t.
Travelers Launches Initiative to Address Insurance Availability and Affordability Challenges
Neutral
Business Wire
14 days ago
Travelers Institute Announces Fall 2025 Wednesdays with Woodward® Webinar Schedule
HARTFORD, Conn.--(BUSINESS WIRE)--The Travelers Institute, the public policy division of The Travelers Companies, Inc. (NYSE: TRV), today announced its Wednesdays with Woodward fall webinar schedule. The virtual series, hosted by Joan Woodward, President of the Travelers Institute and Executive Vice President of Public Policy at Travelers, features thought leaders from the public and private sectors discussing relevant issues at the intersection of insurance, business and public policy. “We've.
Travelers Institute Announces Fall 2025 Wednesdays with Woodward® Webinar Schedule
Positive
24/7 Wall Street
25 days ago
Grab These 4 Safe DJIA Dividend Bargains After Index Hits All-Time Highs
The Dow Jones Industrial Average (DJIA) is one of the oldest and most widely recognized stock market indices in the world.
Grab These 4 Safe DJIA Dividend Bargains After Index Hits All-Time Highs
Positive
Zacks Investment Research
27 days ago
TRV Stock Near 52-Week High: A Signal for Investors to Hold Tight?
Travelers' momentum in renewal rate improvements, high retention levels, and increased new business is likely to sustain its earnings growth.
TRV Stock Near 52-Week High: A Signal for Investors to Hold Tight?
Positive
Zacks Investment Research
1 month ago
5 P&C Insurance Stocks to Watch Amid Increased Digitalization
Zacks Property and Casualty Insurance players like BRK.B, PGR, CB, TRV and ALL are likely to benefit from digitalization and catastrophes that drive policy renewal rate and pricing.
5 P&C Insurance Stocks to Watch Amid Increased Digitalization
Negative
Schwab Network
2 months ago
Seifert: TRV Earnings Show Pressure for Insurance Stocks, be "Selective" in Space
CFRA's Cathy Seifert says there's positives to take away from the latest Travelers (TRV) earnings report. Top line growth is not one of them.
Seifert: TRV Earnings Show Pressure for Insurance Stocks, be "Selective" in Space
Neutral
The Motley Fool
2 months ago
Travelers Reports a Q2 Profit of $1.5 Billion
The Travelers Companies (TRV 3.98%) reported results for the second quarter of 2025 on July 17, highlighting $1.5 billion in core income ($6.51 per share) and a core return on equity of 18.8%. The quarter included $11.5 billion in net written premiums, $809 million in capital returned to shareholders, and the announcement in May of the divestiture of its Canadian business for $2.4 billion.
Travelers Reports a Q2 Profit of $1.5 Billion
Neutral
Seeking Alpha
2 months ago
The Travelers Companies, Inc. (TRV) Q2 2025 Earnings Call Transcript
The Travelers Companies, Inc. (NYSE:TRV ) Q2 2025 Earnings Conference Call July 17, 2025 9:30 AM ET Company Participants Abbe F. Goldstein - Senior Vice President of Investor Relations Alan David Schnitzer - Chairman & CEO Daniel Stephen Frey - Executive VP & CFO Gregory Cheshire Toczydlowski - Executive VP & President of Business Insurance Jeffrey Peter Klenk - Executive VP and President of Bond & Specialty Insurance Michael Frederick Klein - Executive VP & President of Personal Insurance Conference Call Participants Brian Robert Meredith - UBS Investment Bank, Research Division Cave Mohaghegh Montazeri - Deutsche Bank AG, Research Division Charles Gregory Peters - Raymond James & Associates, Inc., Research Division David Kenneth Motemaden - Evercore ISI Institutional Equities, Research Division Elyse Beth Greenspan - Wells Fargo Securities, LLC, Research Division Meyer Shields - Keefe, Bruyette, & Woods, Inc., Research Division Robert Cox - Goldman Sachs Group, Inc., Research Division Ryan Tunis - Unidentified Company Taylor Alexander Scott - Barclays Bank PLC, Research Division Vikram Gandhi - HSBC Global Investment Research Wesley Collin Carmichael - Autonomous Research US LP Operator Good morning, ladies and gentlemen.
The Travelers Companies, Inc. (TRV) Q2 2025 Earnings Call Transcript
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