Travelers Companies (TRV)

• Market cap: $54.7B
• 1 day: 1.28%
• 5 days: -2.72%
• 1 month: -6.39%
• 3 months: 0.93%
• 6 months: 13.58%
• Year to date: 25.78%
• 1 year: 30.96%
• 5 years: 76.47%
• 10 years: 126.47%
• Sector: Financials
• Industry: Fire, Marine & Casualty Insurance

About: Travelers offers a broad product range and participates in both commercial and personal insurance lines. Its commercial operations offer a variety of coverage types for companies of any size but concentrate on serving midsize businesses. Its personal lines are roughly evenly split between auto and homeowners insurance. Travelers derives 6% of its premiums from foreign markets.

Employees: 33,300

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

57% more funds holding in top 10

Funds holding in top 10: 7 [Q2] → 11 (+4) [Q3]

45% more first-time investments, than exits

New positions opened: 170 | Existing positions closed: 117

20% more call options, than puts

Call options by funds: $172M | Put options by funds: $144M

8% more capital invested

Capital invested by funds: $39.5B [Q2] → $42.6B (+$3.18B) [Q3]

4% more funds holding

Funds holding: 1,380 [Q2] → 1,433 (+53) [Q3]

4.24% less ownership

Funds ownership: 84.83% [Q2] → 80.6% (-4.24%) [Q3]

10% less repeat investments, than reductions

Existing positions increased: 455 | Existing positions reduced: 506

Research analyst outlook

11 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $217 10% downside
• Avg. target: $266 10% upside
• High target: $300 25% upside

11 analyst ratings

• positive: 3 27%
• neutral: 5 45%
• negative: 3 27%

Wells Fargo Elyse Greenspan 57% 1-year accuracy 52 / 91 met price target	10% downside $217	Underweight Downgraded	11 Dec 2024
Janney Montgomery Scott Robert Farnam 100% 1-year accuracy 1 / 1 met price target	16% upside $280	Neutral Downgraded	21 Nov 2024
Barclays Alex Scott 56% 1-year accuracy 32 / 57 met price target	23% upside $295	Overweight Maintained	23 Oct 2024
BMO Capital Michael Zaremski 64% 1-year accuracy 16 / 25 met price target	12% upside $270	Outperform Maintained	22 Oct 2024
UBS Brian Meredith 74% 1-year accuracy 29 / 39 met price target	12% upside $270	Neutral Maintained	22 Oct 2024