Empowered Funds LLC Boosts Stock Holdings in The Travelers Companies, Inc. $TRV

Empowered Funds LLC raised its position in shares of The Travelers Companies, Inc. (NYSE:TRV) by 44.0% in the first quarter, Holdings Channel.com reports. The fund owned 36,142 shares of the insurance provider’s stock after acquiring an additional 11,049 shares during the quarter. Empowered Funds LLC’s holdings in Travelers Companies were worth $10,542,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also made changes to their positions in the company. Ashford Capital Management Inc. boosted its stake in shares of Travelers Companies by 13.8% in the first quarter. Ashford Capital Management Inc. now owns 8,833 shares of the insurance provider’s stock worth $2,576,000 after acquiring an additional 1,069 shares during the last quarter. Maverick Capital Ltd. acquired a new position in Travelers Companies in the 1st quarter valued at $381,000. Quantinno Capital Management LP raised its stake in Travelers Companies by 11.1% in the 1st quarter. Quantinno Capital Management LP now owns 143,811 shares of the insurance provider’s stock valued at $41,947,000 after purchasing an additional 14,359 shares during the last quarter. Family Manage LLC purchased a new position in Travelers Companies in the 1st quarter valued at $211,000. Finally, Gateway Wealth Partners LLC purchased a new position in Travelers Companies in the 1st quarter valued at $328,000. Hedge funds and other institutional investors own 82.45% of the company’s stock.

Analysts Set New Price Targets

A number of equities research analysts have recently issued reports on the stock. The Goldman Sachs Group lowered shares of Travelers Companies from a “neutral” rating to a “sell” rating and set a $350.00 target price for the company. in a report on Monday, July 20th. JPMorgan Chase & Co. raised shares of Travelers Companies from an “underweight” rating to a “neutral” rating and raised their price target for the stock from $316.00 to $322.00 in a research note on Tuesday, May 26th. Piper Sandler boosted their price target on shares of Travelers Companies to $340.00 and gave the stock an “overweight” rating in a research report on Monday, July 13th. Keefe, Bruyette & Woods reaffirmed a “market perform” rating and set a $356.00 price objective (up from $342.00) on shares of Travelers Companies in a research note on Wednesday, July 8th. Finally, Bank of America increased their price objective on shares of Travelers Companies from $283.00 to $307.00 and gave the company an “underperform” rating in a report on Monday, July 20th. Three investment analysts have rated the stock with a Strong Buy rating, four have given a Buy rating, fourteen have assigned a Hold rating and five have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Travelers Companies has an average rating of “Hold” and a consensus price target of $354.26.

Travelers Companies Trading Down 3.4%

Shares of TRV stock opened at $375.98 on Friday. The company has a current ratio of 0.33, a quick ratio of 0.33 and a debt-to-equity ratio of 0.27. The Travelers Companies, Inc. has a twelve month low of $252.26 and a twelve month high of $398.70. The company’s 50-day moving average price is $328.61 and its 200-day moving average price is $307.54. The stock has a market cap of $78.42 billion, a price-to-earnings ratio of 10.07, a PEG ratio of 3.74 and a beta of 0.46.

Travelers Companies (NYSE:TRV) last released its quarterly earnings data on Friday, July 17th. The insurance provider reported $10.04 earnings per share (EPS) for the quarter, topping the consensus estimate of $5.41 by $4.63. Travelers Companies had a net margin of 16.95% and a return on equity of 25.41%. The firm had revenue of $12.15 billion during the quarter, compared to analysts’ expectations of $11.26 billion. During the same period last year, the business earned $6.51 earnings per share. Travelers Companies’s revenue was up .3% compared to the same quarter last year. As a group, equities analysts predict that The Travelers Companies, Inc. will post 33.47 earnings per share for the current year.

Travelers Companies Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Wednesday, September 30th. Stockholders of record on Thursday, September 10th will be paid a $1.25 dividend. The ex-dividend date of this dividend is Thursday, September 10th. This represents a $5.00 annualized dividend and a dividend yield of 1.3%. Travelers Companies’s dividend payout ratio is 13.39%.

Insider Buying and Selling at Travelers Companies

In other news, CFO Daniel S. Frey sold 14,037 shares of Travelers Companies stock in a transaction that occurred on Tuesday, July 21st. The shares were sold at an average price of $368.24, for a total transaction of $5,168,984.88. Following the sale, the chief financial officer owned 27,535 shares of the company’s stock, valued at approximately $10,139,488.40. The trade was a 33.77% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP David Donnay Rowland sold 5,000 shares of the company’s stock in a transaction that occurred on Wednesday, July 22nd. The shares were sold at an average price of $371.69, for a total value of $1,858,450.00. Following the completion of the transaction, the executive vice president owned 10,479 shares in the company, valued at $3,894,939.51. This represents a 32.30% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 62,667 shares of company stock worth $22,688,329. Insiders own 1.39% of the company’s stock.

Key Travelers Companies News

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

• Positive Sentiment: Travelers delivered a strong second quarter, reporting core earnings of $10.04 per share versus the $5.41 consensus estimate and revenue of $12.15 billion compared with expectations of $11.26 billion. The combined ratio improved to 83.6%, catastrophe losses declined year over year, and after-tax net investment income rose 14% to $883 million. Travelers shares slide as post-earnings valuation concerns weigh on the stock
• Positive Sentiment: Zacks added TRV to both its Rank #1 “Strong Buy” and momentum-stock lists, while recent articles have highlighted the company’s underwriting discipline and favorable 2026 earnings outlook. New Strong Buy Stocks for July 30th
• Neutral Sentiment: Travelers recently announced a quarterly dividend of $1.25 per share, equivalent to $5.00 annually and a yield of roughly 1.3%. The dividend supports shareholder returns but is unlikely to materially change the near-term valuation debate.
• Negative Sentiment: After reaching record territory following the earnings beat, TRV’s valuation has prompted several analysts to adopt cautious views. The reported median price target is $333.50, while the broader consensus target is about $354.26—both below recent trading levels—suggesting limited near-term upside after the rally. Analysts offer insights on Travelers Companies
• Negative Sentiment: Insider activity is also a sentiment headwind: Quiver reports 46 open-market insider sales and no purchases over the past six months, including sales by senior executives. Such transactions can reflect diversification or compensation, but the one-sided pattern may reinforce profit-taking concerns. Travelers insider trading activity

Travelers Companies Company 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.