Assetmark Inc. Sells 1,730 Shares of The Travelers Companies, Inc. $TRV

Assetmark Inc. decreased its holdings in The Travelers Companies, Inc. (NYSE:TRV) by 7.2% during the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 22,279 shares of the insurance provider’s stock after selling 1,730 shares during the period. Assetmark Inc.’s holdings in Travelers Companies were worth $6,498,000 as of its most recent SEC filing.

A number of other institutional investors have also added to or reduced their stakes in the stock. Arbejdsmarkedets Tillaegspension bought a new position in shares of Travelers Companies during the fourth quarter worth about $24,167,000. Rit Capital Partners PLC bought a new position in Travelers Companies during the fourth quarter worth $39,450,000. Robeco Institutional Asset Management B.V. boosted its position in shares of Travelers Companies by 17.3% during the 4th quarter. Robeco Institutional Asset Management B.V. now owns 901,938 shares of the insurance provider’s stock worth $261,616,000 after purchasing an additional 133,152 shares in the last quarter. UBS Group AG boosted its holdings in 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 acquiring an additional 89,159 shares in the last quarter. Finally, Swiss Life Asset Management Ltd grew its position in Travelers Companies by 41.5% in the 4th quarter. Swiss Life Asset Management Ltd now owns 66,016 shares of the insurance provider’s stock valued at $19,149,000 after purchasing an additional 19,347 shares during the period. 82.45% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Travelers Companies

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

• Positive Sentiment: Travelers jumped after reporting Q2 2026 results that beat expectations, with earnings boosted by investment income, underwriting discipline, reserve releases, and AI-driven improvements rather than premium growth alone. Travelers Stock Surges 10% as Earnings Beat Reveals Underwriting Discipline
• Positive Sentiment: Truist raised its price target to $425 and kept a buy rating, citing upside from top- and bottom-line momentum. Analyst update on Travelers
• Positive Sentiment: Citigroup lifted its price target to $385, reflecting confidence in Travelers’ post-earnings outlook even though the rating stayed neutral. Citigroup price target update
• Positive Sentiment: Travelers was highlighted by Josh Brown as one of the top dividend insurance stocks to own in 2026, reinforcing its appeal as a high-quality income name. Josh Brown names top dividend stocks to own in 2026
• Neutral Sentiment: DOWLING & PARTN issued FY2028 EPS estimates of $27.00, slightly below the current consensus of $28.39, which suggests expectations are still fairly well anchored. Travelers stock page
• Negative Sentiment: Goldman Sachs downgraded Travelers to sell with a $350 target, signaling concern that the stock may have limited upside after the post-earnings rally. Goldman Sachs Downgrades Travelers to Sell
• Negative Sentiment: Morgan Stanley also kept an underweight rating despite raising its target to $330, suggesting the stock may still be expensive relative to fundamentals. Morgan Stanley price target update

Travelers Companies Price Performance

Shares of Travelers Companies stock opened at $369.43 on Wednesday. The firm has a market capitalization of $77.05 billion, a PE ratio of 9.89, a price-to-earnings-growth ratio of 3.26 and a beta of 0.46. The Travelers Companies, Inc. has a 12 month low of $252.26 and a 12 month high of $371.94. The business’s 50-day moving average price is $317.19 and its 200-day moving average price is $302.67. The company has a current ratio of 0.33, a quick ratio of 0.35 and a debt-to-equity ratio of 0.27.

Travelers Companies (NYSE:TRV) last announced its quarterly earnings data on Friday, July 17th. The insurance provider reported $10.04 earnings per share for the quarter, topping analysts’ consensus estimates of $5.41 by $4.63. The firm had revenue of $12.15 billion during the quarter, compared to analyst estimates of $11.26 billion. Travelers Companies had a net margin of 16.95% and a return on equity of 25.41%. The business’s quarterly revenue was up .3% on a year-over-year basis. During the same period in the previous year, the business posted $6.51 EPS. Sell-side analysts forecast that The Travelers Companies, Inc. will post 28.58 EPS for the current fiscal year.

Travelers Companies Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 30th. Shareholders of record on Thursday, September 10th will be given a $1.25 dividend. The ex-dividend date is Thursday, September 10th. This represents a $5.00 annualized dividend and a yield of 1.4%. Travelers Companies’s payout ratio is presently 13.39%.

Analyst Ratings Changes

TRV has been the subject of a number of analyst reports. Truist Financial lifted their price target on Travelers Companies from $395.00 to $425.00 and gave the company a “buy” rating in a research note on Monday. Deutsche Bank Aktiengesellschaft restated a “hold” rating on shares of Travelers Companies in a report on Tuesday. Evercore set a $329.00 target price on Travelers Companies and gave the company an “in-line” rating in a research note on Friday, July 10th. TD Cowen lowered shares of Travelers Companies from a “hold” rating to a “sell” rating and set a $297.00 price target on the stock. in a research report on Monday, July 13th. Finally, Cantor Fitzgerald increased their price objective on Travelers Companies from $335.00 to $360.00 and gave the stock an “overweight” rating in a report on Thursday, July 9th. Three research analysts have rated the stock with a Strong Buy rating, four have given a Buy rating, fourteen have issued a Hold rating and five have given a Sell rating to the company’s stock. According to data from MarketBeat, Travelers Companies presently has an average rating of “Hold” and an average price target of $353.26.

Insider Buying and Selling at Travelers Companies

In other Travelers Companies news, Vice Chairman William H. Heyman sold 1,557 shares of the firm’s stock in a transaction on Tuesday, April 28th. The shares were sold at an average price of $310.64, for a total value of $483,666.48. Following the sale, the insider owned 259,590 shares of the company’s stock, valued at $80,639,037.60. This trade represents a 0.60% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Avrohom J. Kess sold 6,735 shares of the firm’s stock in a transaction dated 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 completion of the sale, the insider directly owned 48,737 shares in the company, valued at $15,049,010.86. The trade was a 12.14% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 18,292 shares of company stock valued at $5,639,800 in the last quarter. Company insiders own 1.39% of the company’s stock.

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.