iA Global Asset Management Inc. Acquires 3,702 Shares of The Travelers Companies, Inc. $TRV

iA Global Asset Management Inc. boosted its holdings in The Travelers Companies, Inc. (NYSE:TRV) by 37.6% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 13,556 shares of the insurance provider’s stock after buying an additional 3,702 shares during the period. iA Global Asset Management Inc.’s holdings in Travelers Companies were worth $3,785,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Vanguard Group Inc. increased its position in Travelers Companies by 1.4% during the second quarter. Vanguard Group Inc. now owns 22,047,005 shares of the insurance provider’s stock worth $5,898,456,000 after acquiring an additional 313,449 shares during the period. JPMorgan Chase & Co. boosted its holdings in Travelers Companies by 10.9% in the 2nd quarter. JPMorgan Chase & Co. now owns 7,626,750 shares of the insurance provider’s stock valued at $2,040,475,000 after purchasing an additional 751,715 shares during the period. Geode Capital Management LLC grew its position in Travelers Companies by 1.0% in the 2nd quarter. Geode Capital Management LLC now owns 5,541,819 shares of the insurance provider’s stock worth $1,481,805,000 after purchasing an additional 54,363 shares during the last quarter. Valeo Financial Advisors LLC increased its holdings in shares of Travelers Companies by 71,265.9% during the 2nd quarter. Valeo Financial Advisors LLC now owns 3,616,826 shares of the insurance provider’s stock worth $967,646,000 after purchasing an additional 3,611,758 shares during the period. Finally, Norges Bank acquired a new position in shares of Travelers Companies during the second quarter valued at about $815,013,000. 82.45% of the stock is currently owned by institutional investors and hedge funds.

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

Travelers Companies Price Performance

Shares of TRV stock opened at $277.62 on Friday. The stock’s fifty day simple moving average is $285.19 and its 200 day simple moving average is $275.65. The Travelers Companies, Inc. has a one year low of $230.43 and a one year high of $296.85. The firm has a market cap of $61.93 billion, a price-to-earnings ratio of 10.08, a P/E/G 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.

Travelers Companies (NYSE:TRV) last released its quarterly earnings data on Wednesday, January 21st. The insurance provider reported $11.13 earnings per share (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 analyst estimates of $11.13 billion. During the same period in the prior year, the company posted $9.15 earnings per share. The business’s revenue for the quarter was up 3.5% compared to the same quarter last year. On average, 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 initiated a share buyback plan on Wednesday, January 21st that allows the company to repurchase $5.00 billion in shares. This repurchase authorization allows the insurance provider to purchase up to 8.3% of its shares through open market purchases. Shares repurchase plans are typically a sign that the company’s leadership believes its stock is undervalued.

Travelers Companies Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, March 31st. Shareholders of record on Tuesday, March 10th will be given a $1.10 dividend. The ex-dividend date is Tuesday, March 10th. This represents a $4.40 dividend on an annualized basis and a yield of 1.6%. Travelers Companies’s payout ratio is 17.30%.

Insider Activity

In other news, Vice Chairman William H. Heyman sold 1,803 shares of the firm’s stock in a transaction that occurred on Thursday, November 13th. The shares were sold at an average price of $289.55, for a total transaction of $522,058.65. Following the completion of the sale, the insider owned 255,086 shares of the company’s stock, valued at approximately $73,860,151.30. This trade represents a 0.70% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, EVP Michael Frederick Klein sold 8,572 shares of Travelers Companies stock in a transaction that occurred on Tuesday, October 28th. The shares were sold at an average price of $270.73, for a total transaction of $2,320,697.56. Following the completion of the transaction, the executive vice president owned 33,638 shares of the company’s stock, valued at $9,106,815.74. This trade represents a 20.31% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 46,295 shares of company stock valued at $13,011,918 over the last three months. 1.46% of the stock is owned by corporate insiders.

Analyst Ratings Changes

A number of equities research analysts recently weighed in on the company. JPMorgan Chase & Co. lifted their target price on Travelers Companies from $302.00 to $305.00 and gave the stock an “underweight” rating in a research report on Wednesday, January 7th. Cantor Fitzgerald lifted their price objective on Travelers Companies from $308.00 to $316.00 and gave the stock an “overweight” rating in a report on Wednesday, January 14th. Wall Street Zen cut Travelers Companies from a “buy” rating to a “hold” rating in a research report on Sunday, October 19th. Weiss Ratings raised Travelers Companies from a “buy (b+)” rating to a “buy (a-)” rating in a research report on Monday, January 12th. Finally, Piper Sandler boosted their price target on shares of Travelers Companies from $320.00 to $322.00 and gave the company an “overweight” rating in a report on Friday, October 17th. One investment analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, Travelers Companies has an average rating of “Hold” and an average target price 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.