TRV

TRAVELERS COMPANIES, INC.

NYSE · Fire, Marine & Casualty Insurance · Inc. MN · CIK 0000086312
$303.25 +3.35% $62.4B
Insider Selling Cluster (2 insiders)High Impact Filing (8/10)
Vol
Market Cap$62.4B
Cap SizeLarge Cap
Analyst ConsensusHold (33%)
Inst. Holders12 funds
Inst. Value$13.9B
Inst. Activity2 buys / 0 sells
Insider Activity0B / 12S
Insider Net $-$20.7M
Reddit Sentiment50° Neutral
SEC Reports4
Congressional1 trades
Exchange NYSE·Sector Fire, Marine & Casualty Insurance·Inc. MN·CIK 0000086312·Prev Close $293.43

Recent Activity

Jun 4, 2026 Event
Rados v. Travelers Casualty and Surety Co. CA2/5
Court ruling from California Court of Appeal. Docket: B339848
Jun 3, 2026 SEC
The New York Appellate Division reversed a discovery order in a subrogation action by Travelers Excess & Surplus Lines C
COURT-RULING — Impact 2/10
May 26, 2026 Insider
Klein Michael Frederick sold 10,000 shares
EVP & President, Personal Ins. @ $132.58 ($1.3M)
May 26, 2026 Insider
Klein Michael Frederick sold 6,069 shares
EVP & President, Personal Ins. @ $307.10 ($1.9M)
May 26, 2026 Insider
Klein Michael Frederick sold 10,000 shares
EVP & President, Personal Ins. @ $0.00 ($0.00)
May 11, 2026 dark_pool
Dark Pool: TRV — 1.5M shares, 58,597 trades
Week starting 2026-05-11. Total ATS volume: 1,527,896 shares across 58,597 trades.
Apr 28, 2026 SEC
A federal magistrate judge denied Travelers' motion for judgment on the pleadings in a coverage dispute arising from a $
COURT-RULING — Impact 3/10
Apr 21, 2026 SEC
Two senior executives at Travelers sold over $4 million in shares just days after the company reported strong earnings a
CLUSTER — Impact 5/10

Price Targets

$314.48 +3.7% upside Hold
Current $303.25 Low $252.00 Median $315.00 High $350.00 23 analysts
$252.00 $350.00

Analyst Ratings

Sell33% buy · 33 analysts
3Strong Buy
8Buy
21Hold
1Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 26, 2026 JP Morgan UPGRADE Underweight → Neutral
May 26, 2026 Piper Sandler MAINTAIN Overweight → Overweight
Apr 20, 2026 BMO Capital MAINTAIN Outperform → Outperform
Apr 20, 2026 Keefe, Bruyette & Woods MAINTAIN Outperform → Outperform
Apr 17, 2026 Evercore ISI Group MAINTAIN Outperform → Outperform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $4.84 $4.00 — $5.88 -26% YoY 22
Next Q $6.35 $5.63 — $6.97 -22% YoY 22
Current FY $28.11 $27.15 — $30.08 2% YoY 26
Next FY $28.55 $26.50 — $30.86 2% YoY 26

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$6.4B
FMR LLC$3.7B
MORGAN STANLEY$1.1B
BANK OF AMERICA CORP$1.0B
NORGES BANK$723.3MNEW

Recent Insider Trades

DateInsiderTypeValue
May 26, 2026Klein MichaelM$1.3M
May 26, 2026Klein MichaelSELL$1.9M
May 26, 2026Klein MichaelM$0.00
May 22, 2026BESSETTE ANDYSELL$1.3M
May 22, 2026BESSETTE ANDYM$804.2K

Reddit Sentiment

50°
Neutral
Bearish Neutral Bullish
2 mentions 0 bullish 0 bearish

Congressional Trades

1 members: 1 buys, 0 sells
MemberPartyTypeAmount
Julia LetlowRBUY$1,001 - $15,000
12 institutional holders with $13.9B total value (48,051,720 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, MORGAN. Net buying activity: 2 institutions added/increased vs 0 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC22,109,933$6.4B46.0%
2FMR LLC12,834,811$3.7B26.7%
3MORGAN STANLEY3,793,750$1.1B7.9%
4BANK OF AMERICA CORP /DE/3,572,216$1.0B7.4%
5NORGES BANK2,493,756$723.3M5.2%NEW
6CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,427,527$414.1M3.0%NEW
7WELLS FARGO & COMPANY/MN829,628$240.6M1.7%
8Cullen Capital Management, LLC497,171$144.2M1.0%TRIM -25.3%
9TWO SIGMA INVESTMENTS, LP367,519$106.6M0.8%DOUBLED +4941.4%
10DODGE & COX94,782$27.5M0.2%
11MUHLENKAMP & CO INC6,627$1.9M0.0%NEW
12Olstein Capital Management, L.P.24,000$7.0K0.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
NORGES BANKNEW2,493,756$723.3M2025-Q4
TWO SIGMA INVESTMENTS, LPDOUBLED7,290367,519+4941.4%$106.6M2025-Q4
TWO SIGMA INVESTMENTS, LPNEAR_EXIT33,0797,290-78.0%$2.0M2025-Q3
NORGES BANKEXIT3,046,3210-100.0%$0.002025-Q3
NORGES BANKNEW3,046,321$815.0M2025-Q2
TWO SIGMA INVESTMENTS, LPDOUBLED8,03133,079+311.9%$8.8M2025-Q2
Cullen Capital Management, LLCTRIM706,849528,196-25.3%$139.7M2025-Q1
MUHLENKAMP & CO INCNEW6,648$1.8M2025-Q1
NORGES BANKEXIT2,328,5240-100.0%$0.002025-Q1
RENAISSANCE TECHNOLOGIES LLCEXIT17,7720-100.0%$0.002025-Q1
CITADEL ADVISORS LLCDOUBLED250,912537,688+114.3%$129.5M2024-Q4
RENAISSANCE TECHNOLOGIES LLCTRIM37,37217,772-52.4%$4.3M2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW1,496,652$350.4M2024-Q3
16 unique insiders with 12 transactions. Net insider value: -$20.7M ($0.00 bought, $20.7M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 26, 2026Klein Michael FrederickEVP & President, Personal Ins.M10,000$132.58$1.3M
May 26, 2026Klein Michael FrederickEVP & President, Personal Ins.SELL6,069$307.10$1.9M
May 26, 2026Klein Michael FrederickEVP & President, Personal Ins.M10,000$0.00$0.00
May 22, 2026BESSETTE ANDY FEVP and Chief Admin OfficerSELL4,255$308.11$1.3M
May 22, 2026BESSETTE ANDY FEVP and Chief Admin OfficerM4,255$189.01$804.2K
May 22, 2026BESSETTE ANDY FEVP and Chief Admin OfficerM4,255$0.00$0.00
Apr 30, 2026Kess Avrohom J.Vice Chmn. & Chief Legal Off.G1,000$0.00$0.00
Apr 28, 2026Kess Avrohom J.Vice Chmn. & Chief Legal Off.M27,686$140.85$3.9M
Apr 28, 2026Kess Avrohom J.Vice Chmn. & Chief Legal Off.F20,951$309.03$6.5M
Apr 28, 2026Kess Avrohom J.Vice Chmn. & Chief Legal Off.SELL6,735$308.78$2.1M
Apr 28, 2026Kess Avrohom J.Vice Chmn. & Chief Legal Off.M27,686$0.00$0.00
Apr 23, 2026THOMSEN LAURIE JDirectorG631$0.00$0.00
Apr 20, 2026Kess Avrohom J.Vice Chmn. & Chief Legal Off.G2,125$0.00$0.00
Apr 20, 2026Klenk Jeffrey P.EVP & Pres., Bond & Spec. Ins.SELL6,413.654$305.06$2.0M
Apr 20, 2026Klein Michael FrederickEVP & President, Personal Ins.M10,000$132.58$1.3M
Apr 20, 2026Klein Michael FrederickEVP & President, Personal Ins.SELL6,730$303.47$2.0M
Apr 20, 2026Klein Michael FrederickEVP & President, Personal Ins.M10,000$0.00$0.00
Apr 20, 2026Kurtzman DianeEVP & Chief HR OfficerSELL1,480$303.47$449.1K
Apr 20, 2026Kurtzman DianeEVP & Chief HR OfficerM1,387$132.58$183.9K
Apr 20, 2026Kurtzman DianeEVP & Chief HR OfficerM1,387$0.00$0.00
Mar 31, 2026Golden Russell G.DirectorA158.56$291.68$46.2K
Mar 31, 2026Robinson ElizabethDirectorA149.99$291.68$43.7K
Feb 26, 2026OLIVO MARIAEVP, ERM & Chief Risk OfficerM10,400$0.00$0.00
Feb 26, 2026OLIVO MARIAEVP, ERM & Chief Risk OfficerM10,400$118.78$1.2M
Feb 26, 2026Rowland David DonnayEVP & Co-Chief Invest. OfficerM4,731$126.18$597.0K
Feb 26, 2026Rowland David DonnayEVP & Co-Chief Invest. OfficerSELL4,731$308.52$1.5M
Feb 26, 2026Rowland David DonnayEVP & Co-Chief Invest. OfficerM4,731$0.00$0.00
Feb 25, 2026Munson Paul E.SVP & Corp. ControllerSELL927$306.04$283.7K
Feb 25, 2026Munson Paul E.SVP & Corp. ControllerM2,800$0.00$0.00
Feb 23, 2026HEYMAN WILLIAM HVice ChairmanM1,000$0.00$0.00
Feb 23, 2026HEYMAN WILLIAM HVice ChairmanM1,000$172.50$172.5K
Feb 20, 2026Yin Daniel Tei-HwaEVP & Co-Chief Invest. OfficerM8,470$118.78$1.0M
Feb 20, 2026Yin Daniel Tei-HwaEVP & Co-Chief Invest. OfficerF5,904$302.20$1.8M
Feb 20, 2026Yin Daniel Tei-HwaEVP & Co-Chief Invest. OfficerM8,470$0.00$0.00
Feb 20, 2026Frey Daniel S.EVP & Chief Financial OfficerSELL8,000$299.50$2.4M
Feb 20, 2026Toczydlowski Gregory CEVP & President, Business Ins.SELL12,199.69$299.76$3.7M
Feb 20, 2026Kess Avrohom J.Vice Chmn & Chief Legal OffSELL4,756$300.44$1.4M
Feb 20, 2026HEYMAN WILLIAM HVice ChairmanM1,000$0.00$0.00
Feb 20, 2026Kess Avrohom J.Vice Chmn & Chief Legal OffM20,000$0.00$0.00
Feb 20, 2026HEYMAN WILLIAM HVice ChairmanM1,000$172.50$172.5K
Feb 20, 2026Kess Avrohom J.Vice Chmn & Chief Legal OffM20,000$140.85$2.8M
Feb 20, 2026Kess Avrohom J.Vice Chmn & Chief Legal OffF15,244$300.98$4.6M
Feb 19, 2026Lefebvre Mojgan MEVP & Chief Tech & Ops OfficerSELL5,826.654$298.25$1.7M
Feb 18, 2026Rowland David DonnayEVP & Co-Chief Invest. OfficerA9,238.244$0.00$0.00
Feb 18, 2026Rowland David DonnayEVP & Co-Chief Invest. OfficerF4,225$298.46$1.3M
Feb 18, 2026Munson Paul E.SVP & Corp. ControllerF414$298.46$123.6K
Feb 18, 2026Lefebvre Mojgan MEVP & Chief Tech & Ops OfficerA12,008.654$0.00$0.00
Feb 18, 2026Lefebvre Mojgan MEVP & Chief Tech & Ops OfficerF6,182$298.46$1.8M
Feb 18, 2026Munson Paul E.SVP & Corp. ControllerA1,341.824$0.00$0.00
Feb 18, 2026OLIVO MARIAEVP, ERM & Chief Risk OfficerA13,856.308$0.00$0.00

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Sell (33% buy). Based on 33 analysts: 3 strong buy, 8 buy, 21 hold, 1 sell, 0 strong sell.

Analyst Price Targets

$314.48 mean target +3.7% upside Hold (2.57)
$252.00 Low $350.00 High
MetricValue
Current Price$303.25
Target Low$252.00
Target Mean$314.48
Target Median$315.00
Target High$350.00
# Analysts23
RecommendationHold (2.57)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$4.84 $4.00 $5.88 -25.6% +0.2% 2↑ 0↓ $11.0B 0.4% 22
Next Q
2026-09-30
$6.35 $5.63 $6.97 -21.9% +0.2% 2↑ 0↓ $11.0B -1.3% 22
Current FY
2026-12-31
$28.11 $27.15 $30.08 1.9% -0.2% 1↑ 2↓ $43.5B -0.8% 26
Next FY
2027-12-31
$28.55 $26.50 $30.86 1.6% +0.2% 3↑ 2↓ $44.8B 2.9% 26

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$4.844
7d ago$4.837+0.007
30d ago$4.834+0.010
60d ago$4.869-0.024
90d ago$4.862-0.017
12 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 26, 2026 JP Morgan UPGRADE Underweight Neutral
May 26, 2026 Piper Sandler MAINTAIN Overweight Overweight
Apr 20, 2026 BMO Capital MAINTAIN Outperform Outperform
Apr 20, 2026 Keefe, Bruyette & Woods MAINTAIN Outperform Outperform
Apr 17, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
Apr 14, 2026 B of A Securities MAINTAIN Underperform Underperform
Apr 9, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Apr 8, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
Feb 19, 2026 Keefe, Bruyette & Woods MAINTAIN Outperform Outperform
Feb 2, 2026 Cantor Fitzgerald MAINTAIN Overweight Overweight
Jan 27, 2026 Citigroup MAINTAIN Sell Sell
Jan 23, 2026 Roth Capital MAINTAIN Buy Buy
Jan 23, 2026 Keefe, Bruyette & Woods MAINTAIN Outperform Outperform
Jan 22, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Jan 22, 2026 Mizuho MAINTAIN Neutral Neutral
Jan 14, 2026 Cantor Fitzgerald MAINTAIN Overweight Overweight
Jan 13, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Jan 8, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
Jan 7, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
Jan 7, 2026 JP Morgan MAINTAIN Underweight Underweight
Jan 6, 2026 Keefe, Bruyette & Woods MAINTAIN Outperform Outperform
Dec 16, 2025 Mizuho INITIATE Neutral

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202638211033%
May 1, 202638192034%
Apr 1, 202638192034%
Mar 1, 202638182035%
Feb 1, 202638182035%
Jan 1, 202639172039%
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 1 buys, 0 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Feb 20, 2026Julia LetlowRHOUSEBUY$1,001 - $15,000The Travelers Companies IncMar 13, 2026 (22d)
50°
Neutral
Bearish Neutral Bullish
2 mentions 0 bullish 0 bearish 2 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Apr 22, 2026156° Neutral001
Apr 22, 2026156° Neutral001

Recent Reddit Threads

r/stocks Neutral 1mo ago
Is TRV a diamond in the rough?
▲ 1 💬 0 ⚡ 0.5
Jun 4, 2026
Enforcement
Rados v. Travelers Casualty and Surety Co. CA2/5
Court ruling from California Court of Appeal. Docket: B339848
Jun 3, 2026
Enforcement
Travelers Excess & Surplus Lines Co. v. Via Trivio Corp.
Court ruling from Appellate Division of the Supreme Court of the State of New York. Docket: 2024-11737
May 11, 2026
dark_pool
Dark Pool: TRV — 1.5M shares, 58,597 trades
Week starting 2026-05-11. Total ATS volume: 1,527,896 shares across 58,597 trades.
May 4, 2026
dark_pool
Dark Pool: TRV — 1.1M shares, 53,651 trades
Week starting 2026-05-04. Total ATS volume: 1,067,947 shares across 53,651 trades.
Apr 29, 2026
short_interest
FTD: TRV — 7,937 shares ($2.5M) failed to deliver
Settlement: 20260429, Price: $310.02, FTD Value: $2,460,628.74, TRAVELERS COMPANIES, INC. (THE
Apr 27, 2026
short_volume
Short Volume: TRV — 55.9% short (0.3M / 0.6M)
Short: 307,971 | Exempt: 2 | TRF Vol: 550,476 | Short Ratio: 55.9% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
short_interest
FTD: TRV — 12,795 shares ($3.9M) failed to deliver
Settlement: 20260427, Price: $302.73, FTD Value: $3,873,430.35, TRAVELERS COMPANIES, INC. (THE
Apr 27, 2026
dark_pool
Dark Pool: TRV — 1.7M shares, 68,774 trades
Week starting 2026-04-27. Total ATS volume: 1,662,495 shares across 68,774 trades.
Apr 24, 2026
short_volume
Short Volume: TRV — 64.2% short (0.3M / 0.5M)
Short: 326,836 | Exempt: 0 | TRF Vol: 508,741 | Short Ratio: 64.2% | Off-exchange volume (dark pool + OTC)
Apr 21, 2026
short_interest
FTD: TRV — 1,757 shares ($0.5M) failed to deliver
Settlement: 20260421, Price: $300.78, FTD Value: $528,470.46, TRAVELERS COMPANIES, INC. (THE
Apr 20, 2026
dark_pool
Dark Pool: TRV — 2.3M shares, 72,485 trades
Week starting 2026-04-20. Total ATS volume: 2,277,240 shares across 72,485 trades.
Apr 16, 2026
earnings_calendar
TRV Q1 2026 Earnings Before Market Open — 2026-04-16
Apr 16, 2026
short_volume
Short Volume: TRV — 60.7% short (0.3M / 0.5M)
Short: 333,194 | Exempt: 289 | TRF Vol: 549,092 | Short Ratio: 60.7% | Off-exchange volume (dark pool + OTC)
Apr 15, 2026
short_volume
Short Volume: TRV — 61.9% short (0.4M / 0.6M)
Short: 370,804 | Exempt: 563 | TRF Vol: 598,813 | Short Ratio: 61.9% | Off-exchange volume (dark pool + OTC)
Apr 13, 2026
dark_pool
Dark Pool: TRV — 2.1M shares, 73,520 trades
Week starting 2026-04-13. Total ATS volume: 2,055,138 shares across 73,520 trades.
Apr 6, 2026
dark_pool
Dark Pool: TRV — 1.5M shares, 59,051 trades
Week starting 2026-04-06. Total ATS volume: 1,466,158 shares across 59,051 trades.
Mar 30, 2026
dark_pool
Dark Pool: TRV — 1.1M shares, 44,920 trades
Week starting 2026-03-30. Total ATS volume: 1,133,176 shares across 44,920 trades.
Mar 20, 2026
Enforcement
ALBERTA DAVIS, as Assignee of KEVIN DAVIS, Assignor v. THE TRAVELERS COMPANIES, INC. d/b/a TRAVCO INSURANCE COMPANY
Court ruling from District Court, N.D. Illinois. Docket: 1:25-cv-01924