AMF Tjanstepension AB Sells 59,046 Shares of The Travelers Companies, Inc. $TRV

AMF Tjanstepension AB lowered its position in The Travelers Companies, Inc. (NYSE:TRV) by 45.6% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 70,556 shares of the insurance provider’s stock after selling 59,046 shares during the period. AMF Tjanstepension AB’s holdings in Travelers Companies were worth $19,701,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors also recently added to or reduced their stakes in the company. Avalon Trust Co lifted its position in shares of Travelers Companies by 23.4% during the second quarter. Avalon Trust Co now owns 7,541 shares of the insurance provider’s stock valued at $2,018,000 after buying an additional 1,429 shares during the last quarter. Liberty One Investment Management LLC increased its holdings in Travelers Companies by 32.3% in the 3rd quarter. Liberty One Investment Management LLC now owns 26,228 shares of the insurance provider’s stock worth $7,323,000 after buying an additional 6,408 shares during the period. CWM LLC boosted its stake in shares of Travelers Companies by 11.3% in the third quarter. CWM LLC now owns 135,143 shares of the insurance provider’s stock worth $37,735,000 after buying an additional 13,758 shares during the last quarter. Nordea Investment Management AB lifted its stake in shares of Travelers Companies by 1,641.3% in the 3rd quarter. Nordea Investment Management AB now owns 379,480 shares of the insurance provider’s stock valued at $105,537,000 after purchasing an additional 357,687 shares during the period. Finally, Citizens Financial Group Inc. RI lifted its position in shares of Travelers Companies by 21.9% during the 3rd quarter. Citizens Financial Group Inc. RI now owns 45,078 shares of the insurance provider’s stock valued at $12,587,000 after buying an additional 8,090 shares in the last quarter. 82.45% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other news, Vice Chairman William H. Heyman sold 1,803 shares of the business’s stock in a transaction 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 transaction, the insider owned 255,086 shares of the company’s stock, valued at approximately $73,860,151.30. The trade was a 0.70% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, EVP Maria Olivo sold 8,920 shares of the stock in a transaction that occurred on Wednesday, November 26th. The stock was sold at an average price of $295.73, for a total value of $2,637,911.60. Following the completion of the transaction, the executive vice president directly owned 117,596 shares of the company’s stock, valued at $34,776,665.08. This trade represents a 7.05% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 46,295 shares of company stock valued at $13,011,918. 1.46% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

Several brokerages recently issued reports on TRV. Evercore ISI upped their price objective on shares of Travelers Companies from $309.00 to $317.00 and gave the company an “outperform” rating in a research note on Wednesday, January 7th. Roth Mkm increased their target price on Travelers Companies from $300.00 to $320.00 and gave the company a “buy” rating in a report on Friday. UBS Group lifted their target price on shares of Travelers Companies from $284.00 to $287.00 and gave the company a “neutral” rating in a report on Wednesday, October 8th. Jefferies Financial Group raised Travelers Companies to a “hold” rating in a report on Tuesday, January 6th. Finally, Barclays lowered their target price on Travelers Companies from $315.00 to $312.00 and set an “equal weight” rating on the stock in a report on Thursday, January 8th. One equities research analyst has rated the stock with a Strong Buy rating, five have given a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus target price of $301.20.

Travelers Companies Stock Performance

Shares of TRV stock opened at $277.62 on Friday. The company’s fifty day simple moving average is $285.19 and its 200-day simple moving average is $275.78. The Travelers Companies, Inc. has a 52 week low of $230.43 and a 52 week high of $296.85. The company has a current ratio of 0.33, a quick ratio of 0.35 and a debt-to-equity ratio of 0.28. The company has a market cap of $61.93 billion, a PE ratio of 10.08, a P/E/G ratio of 2.62 and a beta of 0.52.

Travelers Companies (NYSE:TRV) last released its quarterly earnings results on Wednesday, January 21st. The insurance provider reported $11.13 earnings per share for the quarter, beating analysts’ consensus estimates of $8.34 by $2.79. Travelers Companies had a net margin of 12.88% and a return on equity of 20.70%. The business had revenue of $12.43 billion during the quarter, compared to analyst estimates of $11.13 billion. During the same period last year, the business earned $9.15 EPS. The business’s revenue was up 3.5% on a year-over-year basis. As a group, equities research analysts anticipate that The Travelers Companies, Inc. will post 17.02 EPS for the current year.

Travelers Companies announced that its Board of Directors has initiated a stock repurchase program 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 programs are generally an indication that the company’s management believes its shares are undervalued.

Travelers Companies Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 31st. Investors of record on Tuesday, March 10th will be given a dividend of $1.10 per share. This represents a $4.40 dividend on an annualized basis and a dividend yield of 1.6%. The ex-dividend date of this dividend is Tuesday, March 10th. Travelers Companies’s dividend payout ratio is currently 15.98%.

Trending Headlines about Travelers Companies

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 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.