Travelers Companies
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: 34,000
0
Funds holding %
of 7,139 funds
0
Analysts bullish %
of 7 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
133% more first-time investments, than exits
New positions opened: 198 | Existing positions closed: 85
27% more funds holding in top 10
Funds holding in top 10: 11 [Q3] → 14 (+3) [Q4]
16% more capital invested
Capital invested by funds: $45.5B [Q3] → $52.6B (+$7.14B) [Q4]
4% more funds holding
Funds holding: 1,441 [Q3] → 1,500 (+59) [Q4]
7% more call options, than puts
Call options by funds: $108M | Put options by funds: $101M
8% less repeat investments, than reductions
Existing positions increased: 490 | Existing positions reduced: 533
3.12% less ownership
Funds ownership: 85.9% [Q3] → 82.79% (-3.12%) [Q4]
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$225
6%
downside
Avg. target
$279
16%
upside
High target
$310
29%
upside
7 analyst ratings
5 positive
71%
1 neutral
14%
1 negative
14%
Keefe, Bruyette & Woods Meyer Shields 62% 1-year accuracy 69 / 112 met price target | 19%upside $286 | Outperform Upgraded | 19 Feb 2025 |
BMO Capital Michael Zaremski 71% 1-year accuracy 17 / 24 met price target | 24%upside $297 | Outperform Maintained | 24 Jan 2025 |
Barclays Alex Scott 48% 1-year accuracy 37 / 77 met price target | 20%upside $287 | Overweight Maintained | 24 Jan 2025 |
Piper Sandler Paul Newsome 81% 1-year accuracy 39 / 48 met price target | 29%upside $310 | Overweight Upgraded | 24 Jan 2025 |
RBC Capital Scott Heleniak 73% 1-year accuracy 35 / 48 met price target | 12%upside $268 | Sector Perform Reiterated | 23 Jan 2025 |
Financial journalist opinion
Based on 12 articles about TRV published over the past 30 days
Negative
Zacks Investment Research
19 hours ago
Why Is Travelers (TRV) Down 0.1% Since Last Earnings Report?
Travelers (TRV) reported earnings 30 days ago. What's next for the stock?
Positive
Benzinga
2 days ago
Travelers Companies' Scale And Analytical Advantages Make It Attractive, Analyst Says
Keefe, Bruyette & Woods analyst Meyer Shields upgraded the rating on the shares of Travelers Companies Inc TRV from Market Perform to Outperform and raised the price forecast from $275 to $286.
Neutral
Business Wire
2 days ago
Cantilever Group Strengthens Advisory Board with Financial Services Veteran Liz Robinson
NEW YORK--(BUSINESS WIRE)--Cantilever Group, an independent investment firm focused on middle-market GP stakes, is pleased to announce the appointment of Liz Robinson to its Advisory Board. Ms. Robinson brings a wealth of experience from her distinguished 26-year career at Goldman Sachs. During her tenure, she held a number of roles, including Global Treasurer and Partner, where she was responsible for managing the firm's liquidity risk, balance sheet and capital. Ms. Robinson also co-chaired t.
Neutral
Zacks Investment Research
2 days ago
TRV Stock Lags Industry, Trades at a Premium: Will You Still Buy It?
Travelers is set to gain from continued strong renewal rate change and retention and increase in new business.
Neutral
Zacks Investment Research
4 days ago
TRV Rises 9.5% in a Year but Lags Industry: How to Play the Stock
Travelers gains from strong renewal rate change, retention and an increase in new business supported by a compelling portfolio and solid capital position.
Neutral
Business Wire
5 days ago
Travelers Europe Names Mike Lawton Chief Operating Officer
LONDON--(BUSINESS WIRE)--Travelers Europe today announced that Mike Lawton has been appointed Chief Operating Officer. Lawton will report to Matthew Wilson, Chief Executive Officer of Travelers Europe, and oversee the day-to-day business operations and implementation of the company's strategy. “Mike has been an invaluable member of our leadership team for many years,” said Wilson. “I am confident that his knowledge and expertise will help us strengthen our presence in the market, drive efficien.
Neutral
Business Wire
1 week ago
Travelers Announces Preliminary Catastrophe Loss Estimate for January 2025 California Wildfires
NEW YORK--(BUSINESS WIRE)--The Travelers Companies, Inc. (NYSE: TRV) today announced a preliminary estimate of catastrophe losses related to the January 2025 California wildfires. The Company's preliminary estimate of catastrophe losses relating to the January 2025 California wildfires is $1.7 billion pre-tax ($1.3 billion after-tax). The preliminary estimate includes losses from the Company's personal and commercial segments, including the Company's Fidelis quota share, as well as estimated as.
Positive
Investors Business Daily
2 weeks ago
15 Stocks' Profit Grows Faster Than Any Of The Magnificent Seven
The Magnificent Seven stocks in the S&P 500 get lots of attention — for some good reasons. But top profit growth isn't one of them.
Neutral
Zacks Investment Research
2 weeks ago
Zacks Industry Outlook The Progressive, Chubb, The Travelers, The Allstate and Arch Capital
The Progressive, Chubb, The Travelers, The Allstate and Arch Capital have been highlighted in this Industry Outlook article.
Neutral
Zacks Investment Research
2 weeks ago
5 P&C Insurers to Watch Amid Soft Pricing, Low Interest Rate
Zacks Property and Casualty Insurance players like PGR, CB, TRV, ALL and ACGL are likely to benefit from catastrophes that drive policy renewal rate and pricing.
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