2,184 Shares in The Travelers Companies, Inc. $TRV Bought by Uptick Partners LLC

20 Aug 2026, 14:42 by Tristan Rich · The Markets Daily

Uptick Partners LLC bought a new stake in The Travelers Companies, Inc. (NYSE:TRV – Free Report) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 2,184 shares of the insurance provider’s stock, valued at approximately $481,000.

A number of other large investors have also added to or reduced their stakes in the company. Brighton Jones LLC boosted its holdings in shares of Travelers Companies by 13.4% in the 4th quarter. Brighton Jones LLC now owns 3,277 shares of the insurance provider’s stock worth $789,000 after purchasing an additional 387 shares in the last quarter. Revolve Wealth Partners LLC bought a new position in shares of Travelers Companies during the 4th quarter valued at about $276,000. WINTON GROUP Ltd purchased a new position in shares of Travelers Companies during the 2nd quarter valued at about $382,000. CIBC Asset Management Inc raised its holdings in shares of Travelers Companies by 13.9% during the 2nd quarter. CIBC Asset Management Inc now owns 68,537 shares of the insurance provider’s stock valued at $18,336,000 after buying an additional 8,383 shares in the last quarter. Finally, Treasurer of the State of North Carolina lifted its position in Travelers Companies by 2.0% in the 2nd quarter. Treasurer of the State of North Carolina now owns 105,605 shares of the insurance provider’s stock worth $28,254,000 after buying an additional 2,117 shares during the last quarter. Hedge funds and other institutional investors own 82.45% of the company’s stock.

Travelers Companies Stock Performance

NYSE:TRV opened at $362.47 on Thursday. The firm has a market cap of $75.60 billion, a PE ratio of 9.71, a price-to-earnings-growth ratio of 3.50 and a beta of 0.45. The Travelers Companies, Inc. has a fifty-two week low of $252.26 and a fifty-two week high of $398.70. The company has a debt-to-equity ratio of 0.27, a quick ratio of 0.33 and a current ratio of 0.33. The business has a 50 day moving average price of $349.88 and a 200-day moving average price of $317.23.

Travelers Companies (NYSE:TRV – Get Free Report) last issued its quarterly earnings data on Friday, July 17th. The insurance provider reported $10.04 EPS for the quarter, beating the consensus estimate of $5.41 by $4.63. The firm had revenue of $12.15 billion during the quarter, compared to the consensus estimate of $11.26 billion. Travelers Companies had a net margin of 16.95% and a return on equity of 25.41%. The company’s quarterly revenue was up .3% compared to the same quarter last year. During the same period in the prior year, the firm posted $6.51 earnings per share. Equities research analysts predict that The Travelers Companies, Inc. will post 33.82 earnings per share for the current year.

Travelers Companies Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, September 30th. Investors of record on Thursday, September 10th will be issued a dividend of $1.25 per share. This represents a $5.00 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date is Thursday, September 10th. Travelers Companies’s payout ratio is currently 13.39%.

Analyst Upgrades and Downgrades

TRV has been the subject of several research reports. Mizuho upped their target price on Travelers Companies from $324.00 to $343.00 and gave the stock a “neutral” rating in a research note on Friday, July 24th. Morgan Stanley lifted their price target on shares of Travelers Companies from $290.00 to $330.00 and gave the stock an “underweight” rating in a research note on Tuesday, July 21st. Deutsche Bank Aktiengesellschaft restated a “hold” rating on shares of Travelers Companies in a report on Tuesday, July 21st. Roth Capital upped their price objective on shares of Travelers Companies from $345.00 to $425.00 and gave the company a “buy” rating in a research note on Tuesday, July 21st. Finally, Bank of America increased their target price 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. Four investment analysts have rated the stock with a Strong Buy rating, four have given a Buy rating, thirteen have issued a Hold rating and five have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $354.26.

Read Our Latest Stock Report on TRV

Insider Buying and Selling at Travelers Companies

In other Travelers Companies news, EVP Michael Frederick Klein sold 10,000 shares of the company’s stock in a transaction that occurred on Tuesday, May 26th. The stock was sold at an average price of $307.65, for a total transaction of $3,076,500.00. Following the completion of the transaction, the executive vice president owned 45,125 shares of the company’s stock, valued at $13,882,706.25. This represents a 18.14% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, EVP Daniel Tei-Hwa Yin sold 7,153 shares of the stock in a transaction that occurred on Friday, July 24th. The stock was sold at an average price of $387.00, for a total value of $2,768,211.00. Following the completion of the sale, the executive vice president owned 68,834 shares of the company’s stock, valued at approximately $26,638,758. This trade represents a 9.41% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 62,667 shares of company stock worth $22,688,329 over the last three months. 1.39% of the stock is owned by corporate insiders.

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.