The Travelers Companies, Inc. $TRV Position Reduced by United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund

United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund cut its position in shares of The Travelers Companies, Inc. (NYSE:TRV) by 71.9% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 1,040 shares of the insurance provider’s stock after selling 2,660 shares during the quarter. United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund’s holdings in Travelers Companies were worth $302,000 at the end of the most recent quarter.

A number of other hedge funds also recently bought and sold shares of the company. Vanguard Group Inc. lifted its stake in Travelers Companies by 0.5% during the fourth quarter. Vanguard Group Inc. now owns 22,109,933 shares of the insurance provider’s stock valued at $6,413,207,000 after buying an additional 110,311 shares in the last quarter. JPMorgan Chase & Co. lifted its stake in Travelers Companies by 1.6% during the third quarter. JPMorgan Chase & Co. now owns 7,746,231 shares of the insurance provider’s stock valued at $2,162,917,000 after buying an additional 119,481 shares in the last quarter. AQR Capital Management LLC lifted its position in shares of Travelers Companies by 22.8% in the third quarter. AQR Capital Management LLC now owns 1,785,288 shares of the insurance provider’s stock worth $496,872,000 after purchasing an additional 331,170 shares in the last quarter. UBS Group AG lifted its position in shares of Travelers Companies by 5.3% in the fourth quarter. UBS Group AG now owns 1,774,756 shares of the insurance provider’s stock worth $514,786,000 after purchasing an additional 89,159 shares in the last quarter. Finally, Legal & General Group Plc lifted its position in shares of Travelers Companies by 2.5% in the fourth quarter. Legal & General Group Plc now owns 1,711,785 shares of the insurance provider’s stock worth $496,520,000 after purchasing an additional 41,769 shares in the last quarter. 82.45% of the stock is owned by hedge funds and other institutional investors.

Travelers Companies Trading Down 0.9%

NYSE:TRV opened at $291.68 on Friday. The Travelers Companies, Inc. has a twelve month low of $249.19 and a twelve month high of $313.12. The company has a market cap of $62.02 billion, a P/E ratio of 8.68, a price-to-earnings-growth ratio of 2.65 and a beta of 0.50. The company has a quick ratio of 0.35, a current ratio of 0.35 and a debt-to-equity ratio of 0.29. The business has a 50 day moving average price of $299.12 and a two-hundred day moving average price of $293.72.

Travelers Companies (NYSE:TRV) last announced its quarterly earnings data on Thursday, April 16th. The insurance provider reported $7.71 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $6.80 by $0.91. Travelers Companies had a return on equity of 24.06% and a net margin of 15.54%.The company had revenue of $11.92 billion for the quarter, compared to analysts’ expectations of $11.11 billion. During the same quarter in the prior year, the business posted $1.91 EPS. The business’s revenue was down 1.7% compared to the same quarter last year. As a group, analysts expect that The Travelers Companies, Inc. will post 28 EPS for the current fiscal year.

Travelers Companies Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, June 30th. Investors of record on Wednesday, June 10th will be paid a $1.25 dividend. This is a boost from Travelers Companies’s previous quarterly dividend of $1.10. The ex-dividend date is Wednesday, June 10th. This represents a $5.00 dividend on an annualized basis and a yield of 1.7%. Travelers Companies’s dividend payout ratio (DPR) is currently 14.88%.

Analysts Set New Price Targets

TRV has been the subject of a number of research analyst reports. Cantor Fitzgerald increased their price target on shares of Travelers Companies from $316.00 to $319.00 and gave the stock an “overweight” rating in a research report on Monday, February 2nd. Weiss Ratings reiterated a “buy (a-)” rating on shares of Travelers Companies in a report on Friday, May 8th. JPMorgan Chase & Co. upgraded shares of Travelers Companies from an “underweight” rating to a “neutral” rating and raised their price objective for the stock from $316.00 to $322.00 in a research note on Tuesday. Keefe, Bruyette & Woods raised their price objective on shares of Travelers Companies from $340.00 to $342.00 and gave the stock an “outperform” rating in a research note on Monday, April 20th. Finally, BMO Capital Markets raised their target price on Travelers Companies from $297.00 to $314.00 and gave the stock an “outperform” rating in a research report on Monday, April 20th. Two investment analysts have rated the stock with a Strong Buy rating, six have issued a Buy rating, eleven have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Hold” and an average price target of $311.47.

Trending Headlines about Travelers Companies

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

• Positive Sentiment: JP Morgan upgraded Travelers Companies (TRV), adding to a generally supportive analyst backdrop and signaling improved confidence in the insurer’s outlook.
• Positive Sentiment: Piper Sandler reiterated a Buy rating on Travelers Companies, reinforcing bullish sentiment from Wall Street.
• Positive Sentiment: The company recently raised its quarterly dividend to $1.25 per share from $1.10, which may appeal to income-focused investors and suggests continued confidence in cash flow.
• Positive Sentiment: Travelers also delivered strong last-quarter results, with earnings of $7.71 per share beating estimates and revenue topping expectations, highlighting solid underwriting performance.
• Neutral Sentiment: DOWLING & PARTN issued fiscal 2026 and 2027 EPS estimates below consensus, which may temper expectations but does not materially change the long-term story.
• Neutral Sentiment: Insider selling by EVP Michael Frederick Klein, including a 10,000-share sale, may be viewed cautiously by investors, though the sale was not large enough to clearly signal a major change in fundamentals. Source
• Negative Sentiment: The stock’s recent softness may reflect profit-taking after a strong run and a valuation that some analysts view as more balanced following its earnings beat and dividend increase.

Insiders Place Their Bets

In related news, insider Avrohom J. Kess sold 6,735 shares of the stock in a transaction on Tuesday, April 28th. The stock was sold at an average price of $308.78, for a total value of $2,079,633.30. Following the sale, the insider owned 48,737 shares in the company, valued at approximately $15,049,010.86. This represents a 12.14% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Michael Frederick Klein sold 10,000 shares of the stock in a transaction on Tuesday, May 26th. The shares were sold at an average price of $307.65, for a total value of $3,076,500.00. Following the completion of the sale, the executive vice president owned 45,125 shares in the company, valued at approximately $13,882,706.25. This trade represents a 18.14% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 37,573 shares of company stock worth $11,504,146 in the last quarter. Company insiders own 1.39% 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.