Travelers Companies
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 7,323 funds
0
Analysts bullish %
of 5 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
83% more first-time investments, than exits
New positions opened: 174 | Existing positions closed: 95
36% more funds holding in top 10
Funds holding in top 10: 14 [Q4 2024] → 19 (+5) [Q1 2025]
18% more call options, than puts
Call options by funds: $189M | Put options by funds: $161M
3% more funds holding
Funds holding: 1,557 [Q4 2024] → 1,606 (+49) [Q1 2025]
1.59% less ownership
Funds ownership: 83.21% [Q4 2024] → 81.62% (-1.59%) [Q1 2025]
6% less capital invested
Capital invested by funds: $52.2B [Q4 2024] → $48.9B (-$3.3B) [Q1 2025]
12% less repeat investments, than reductions
Existing positions increased: 530 | Existing positions reduced: 601
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$269
4%
upside
Avg. target
$284
10%
upside
High target
$316
22%
upside
5 analyst ratings
1 positive
20%
4 neutral
80%
0 negative
0%
UBS Brian Meredith | 10%upside $284 | Neutral Maintained | 21 Jul 2025 |
Wells Fargo Elyse Greenspan | 6%upside $275 | Equal-Weight Maintained | 18 Jul 2025 |
Keefe, Bruyette & Woods Meyer Shields | 22%upside $316 | Outperform Maintained | 18 Jul 2025 |
Barclays Alex Scott | 6%upside $274 | Equal-Weight Downgraded | 7 Jul 2025 |
Morgan Stanley Michael Phillips | 4%upside $269 | Equal-Weight Maintained | 19 May 2025 |
Financial journalist opinion
Based on 19 articles about TRV published over the past 30 days
Positive
Zacks Investment Research
6 days 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.
Negative
Schwab Network
1 week 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.
Neutral
The Motley Fool
1 week 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.
Neutral
Seeking Alpha
1 week 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.
Positive
Zacks Investment Research
1 week ago
Travelers Q2 Earnings Beat on Strong Net Investment Income
TRV's Q2 results reflect growth in average invested assets, higher premiums, lower catastrophe losses and higher net favorable prior-year reserve development.
Positive
Zacks Investment Research
1 week ago
Travelers (TRV) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates
Although the revenue and EPS for Travelers (TRV) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Neutral
Barrons
1 week ago
Travelers Smashes Earnings Expectations but the Stock Dips
The property and casualty insurer reports core earnings of $6.51 a share for the second quarter.
Neutral
Business Wire
1 week ago
Travelers Reports Excellent Second Quarter and Year-to-Date Results
NEW YORK--(BUSINESS WIRE)--The Travelers Companies, Inc. today reported net income of $1.509 billion, or $6.53 per diluted share, for the quarter ended June 30, 2025, compared to $534 million, or $2.29 per diluted share, in the prior year quarter. Core income in the current quarter was $1.504 billion, or $6.51 per diluted share, compared to $585 million, or $2.51 per diluted share, in the prior year quarter. Core income increased primarily due to lower catastrophe losses, a higher underlying un.
Positive
Benzinga
2 weeks ago
Travelers Likely To Report Higher Q2 Earnings; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call
The Travelers Companies, Inc. TRV will release earnings results for the second quarter, before the opening bell on Thursday, July 17.
Positive
Zacks Investment Research
2 weeks ago
Berkshire Hathaway vs. Travelers: Which Insurer Offers Better Return?
TRV outpaces BRK.B in terms of return on equity and stock gains; however, both insurers face climate risks and rising tech-driven M&A activity.
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