Northcape Wealth Management LLC Buys Shares of 2,291 The Travelers Companies, Inc. $TRV

20 Aug 2026, 08:12 by Renee Jackson · The Cerbat Gem

Northcape Wealth Management LLC purchased a new stake in shares of The Travelers Companies, Inc. (NYSE:TRV – Free Report) during the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm purchased 2,291 shares of the insurance provider’s stock, valued at approximately $505,000.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. LifeSteps Financial Inc. bought a new position in Travelers Companies in the 2nd quarter valued at approximately $26,000. HHM Wealth Advisors LLC boosted its position in Travelers Companies by 145.7% during the 1st quarter. HHM Wealth Advisors LLC now owns 86 shares of the insurance provider’s stock worth $25,000 after buying an additional 51 shares during the period. Kemnay Advisory Services Inc. bought a new stake in Travelers Companies during the 4th quarter worth approximately $26,000. Whipplewood Advisors LLC bought a new stake in Travelers Companies during the 1st quarter worth approximately $26,000. Finally, Osterweis Capital Management Inc. increased its position in Travelers Companies by 1,820.0% in the 2nd quarter. Osterweis Capital Management Inc. now owns 96 shares of the insurance provider’s stock valued at $26,000 after acquiring an additional 91 shares during the period. 82.45% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

Several equities analysts have recently issued reports on the stock. Deutsche Bank Aktiengesellschaft reaffirmed a “hold” rating on shares of Travelers Companies in a research note on Tuesday, July 21st. Bank of America increased their price objective on Travelers Companies from $283.00 to $307.00 and gave the company an “underperform” rating in a report on Monday, July 20th. Citigroup reaffirmed a “market perform” rating on shares of Travelers Companies in a research report on Monday, July 20th. Keefe, Bruyette & Woods reaffirmed a “market perform” rating and set a $356.00 target price (up from $342.00) on shares of Travelers Companies in a report on Wednesday, July 8th. Finally, Barclays upped their price target on Travelers Companies from $295.00 to $318.00 and gave the company an “underweight” rating in a research report on Tuesday, July 21st. Four research analysts have rated the stock with a Strong Buy rating, four have assigned a Buy rating, thirteen have given a Hold rating and five have given a Sell rating to the stock. According to data from MarketBeat.com, Travelers Companies has a consensus rating of “Hold” and a consensus price target of $354.26.

Check Out Our Latest Stock Analysis on Travelers Companies

Travelers Companies Price Performance

Shares of NYSE TRV opened at $362.47 on Thursday. The Travelers Companies, Inc. has a twelve month low of $252.26 and a twelve month high of $398.70. The firm has a fifty day simple moving average of $349.88 and a 200 day simple moving average of $317.23. The company has a market capitalization of $75.60 billion, a PE ratio of 9.71, a P/E/G ratio of 3.50 and a beta of 0.45. The company has a quick ratio of 0.33, a current ratio of 0.33 and a debt-to-equity ratio of 0.27.

Travelers Companies (NYSE:TRV – Get Free Report) last released its earnings results on Friday, July 17th. The insurance provider reported $10.04 earnings per share (EPS) for the quarter, beating the consensus estimate of $5.41 by $4.63. The business had revenue of $12.15 billion for 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%. Travelers Companies’s revenue for the quarter was up .3% on a year-over-year basis. During the same quarter in the previous year, the business earned $6.51 earnings per share. On average, sell-side analysts forecast that The Travelers Companies, Inc. will post 33.82 EPS for the current year.

Travelers Companies Announces Dividend

The firm also recently disclosed 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. This represents a $5.00 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date of this dividend is Thursday, September 10th. Travelers Companies’s payout ratio is currently 13.39%.

Insider Buying and Selling

In other Travelers Companies news, EVP Michael Frederick Klein sold 10,000 shares of Travelers Companies stock in a transaction that occurred on Tuesday, May 26th. The stock was 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 directly owned 45,125 shares in the company, valued at approximately $13,882,706.25. The trade was a 18.14% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CFO Daniel S. Frey sold 14,037 shares of Travelers Companies stock in a transaction that occurred on Tuesday, July 21st. The stock was sold at an average price of $368.24, for a total value of $5,168,984.88. Following the completion of 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 ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 62,667 shares of company stock worth $22,688,329 over the last three months. Insiders own 1.39% of the company’s stock.

About Travelers Companies

(Free Report)

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.