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

Assetmark Inc. decreased its holdings in shares of The Travelers Companies, Inc. (NYSE:TRV) by 7.2% in the first quarter, Holdings Channel.com reports. The firm 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.

Several other large investors have also recently modified their holdings of TRV. Brighton Jones LLC lifted its stake in shares of Travelers Companies by 13.4% in the fourth quarter. Brighton Jones LLC now owns 3,277 shares of the insurance provider’s stock worth $789,000 after buying an additional 387 shares in the last quarter. Revolve Wealth Partners LLC purchased a new position in shares of Travelers Companies in the 4th quarter worth $276,000. WINTON GROUP Ltd bought a new stake in shares of Travelers Companies during the 2nd quarter valued at about $382,000. CIBC Asset Management Inc grew its position in Travelers Companies by 13.9% during the second 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 during the period. Finally, Treasurer of the State of North Carolina grew its position in shares of Travelers Companies by 2.0% during the 2nd quarter. Treasurer of the State of North Carolina now owns 105,605 shares of the insurance provider’s stock valued at $28,254,000 after acquiring an additional 2,117 shares during the period. Hedge funds and other institutional investors own 82.45% of the company’s stock.

Analyst Ratings Changes

Several research firms recently issued reports on TRV. TD Cowen lowered shares of Travelers Companies from a “hold” rating to a “sell” rating and set a $297.00 target price for the company. in a report on Monday, July 13th. BMO Capital Markets downgraded Travelers Companies from an “outperform” rating to a “market perform” rating and boosted their target price for the stock from $314.00 to $379.00 in a research report on Tuesday. Keefe, Bruyette & Woods reiterated a “market perform” rating and set a $356.00 price objective (up from $342.00) on shares of Travelers Companies in a research report on Wednesday, July 8th. Bank of America lifted their target price on Travelers Companies from $283.00 to $307.00 and gave the stock an “underperform” rating in a report on Monday. Finally, Piper Sandler lifted their price target on shares of Travelers Companies to $340.00 and gave the stock an “overweight” rating in a research note on Monday, July 13th. Three investment 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. Based on data from MarketBeat, the company presently has an average rating of “Hold” and a consensus price target of $353.26.

Insider Buying and Selling

In other Travelers Companies news, insider Avrohom J. Kess sold 6,735 shares of the business’s stock in a transaction that occurred on Tuesday, April 28th. The shares were sold at an average price of $308.78, for a total transaction of $2,079,633.30. Following the sale, the insider owned 48,737 shares of the company’s stock, valued at approximately $15,049,010.86. The trade was a 12.14% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Vice Chairman William H. Heyman sold 1,557 shares of the business’s stock in a transaction on Tuesday, April 28th. The shares were sold at an average price of $310.64, for a total transaction of $483,666.48. Following the sale, the insider directly owned 259,590 shares in the company, valued at $80,639,037.60. This trade represents a 0.60% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 18,292 shares of company stock worth $5,639,800 in the last three months. Corporate insiders own 1.39% of the company’s stock.

Travelers Companies News Summary

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 Trading Up 0.3%

Shares of NYSE:TRV opened at $369.43 on Wednesday. The company has a market capitalization of $77.05 billion, a PE ratio of 9.89, a P/E/G ratio of 3.26 and a beta of 0.46. The company has a current ratio of 0.33, a quick ratio of 0.35 and a debt-to-equity ratio of 0.27. The business’s fifty day simple moving average is $317.19 and its 200-day simple moving average is $302.67. The Travelers Companies, Inc. has a 12-month low of $252.26 and a 12-month high of $371.94.

Travelers Companies (NYSE:TRV) last released its quarterly earnings results on Friday, July 17th. The insurance provider reported $10.04 earnings per share for the quarter, beating analysts’ consensus estimates of $5.41 by $4.63. Travelers Companies had a net margin of 16.95% and a return on equity of 25.41%. The business had revenue of $12.15 billion for the quarter, compared to analysts’ expectations of $11.26 billion. During the same period last year, the business earned $6.51 EPS. The company’s revenue was up .3% compared to the same quarter last year. As a group, equities research analysts predict that The Travelers Companies, Inc. will post 28.58 earnings per share for the current fiscal year.

Travelers Companies Dividend Announcement

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

Travelers Companies Company 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.