Dockside LLC Buys New Stake in The Travelers Companies, Inc. $TRV

Posted by George Bondi on Jun 14th, 2026

Dockside LLC bought a new stake in The Travelers Companies, Inc. (NYSE:TRV – Free Report) during the fourth quarter, according to its most recent filing with the SEC. The firm bought 8,247 shares of the insurance provider’s stock, valued at approximately $2,392,000.

A number of other hedge funds and other institutional investors have also bought and sold shares of the company. Haverford Trust Co grew its stake in Travelers Companies by 0.7% in the 4th quarter. Haverford Trust Co now owns 5,210 shares of the insurance provider’s stock valued at $1,511,000 after buying an additional 35 shares during the last quarter. Sumitomo Life Insurance Co. grew its stake in Travelers Companies by 0.7% in the 4th quarter. Sumitomo Life Insurance Co. now owns 5,236 shares of the insurance provider’s stock valued at $1,519,000 after buying an additional 35 shares during the last quarter. Chicago Partners Investment Group LLC grew its stake in Travelers Companies by 1.9% in the 4th quarter. Chicago Partners Investment Group LLC now owns 1,949 shares of the insurance provider’s stock valued at $541,000 after buying an additional 36 shares during the last quarter. 111 Capital grew its stake in Travelers Companies by 3.0% in the 4th quarter. 111 Capital now owns 1,223 shares of the insurance provider’s stock valued at $355,000 after buying an additional 36 shares during the last quarter. Finally, Greenleaf Trust grew its stake in Travelers Companies by 0.4% in the 4th quarter. Greenleaf Trust now owns 10,036 shares of the insurance provider’s stock valued at $2,911,000 after buying an additional 37 shares during the last quarter. 82.45% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of research firms recently issued reports on TRV. Evercore reiterated an “outperform” rating on shares of Travelers Companies in a research note on Friday, April 17th. BMO Capital Markets raised their target price on shares of Travelers Companies from $297.00 to $314.00 and gave the company an “outperform” rating in a research note on Monday, April 20th. Roth Mkm reiterated a “buy” rating on shares of Travelers Companies in a research note on Monday, April 20th. Weiss Ratings reiterated a “buy (a-)” rating on shares of Travelers Companies in a research note on Friday, May 8th. Finally, Barclays lowered shares of Travelers Companies from an “equal weight” rating to an “underweight” rating and lowered their target price for the company from $331.00 to $295.00 in a research note on Friday. Two analysts have rated the stock with a Strong Buy rating, six have given a Buy rating, ten have issued a Hold rating and three have given a Sell rating to the stock. Based on data from MarketBeat.com, Travelers Companies has an average rating of “Hold” and a consensus price target of $309.07.

Read Our Latest Research Report on Travelers Companies

Insider Buying and Selling

In other news, EVP Diane Kurtzman sold 2,867 shares of the firm’s stock in a transaction dated Monday, April 20th. The shares were sold at an average price of $303.45, for a total transaction of $869,991.15. Following the completion of the transaction, the executive vice president directly owned 5,298 shares of the company’s stock, valued at approximately $1,607,678.10. This trade represents a 35.11% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Vice Chairman William H. Heyman sold 1,557 shares of the firm’s stock in a transaction dated Tuesday, April 28th. The stock was sold at an average price of $310.64, for a total transaction of $483,666.48. Following the transaction, the insider directly owned 259,590 shares of the company’s stock, valued at $80,639,037.60. The trade was a 0.60% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 37,573 shares of company stock worth $11,504,146. 1.39% of the stock is currently owned by corporate insiders.

Travelers Companies Stock Performance

NYSE TRV opened at $304.62 on Friday. The company has a debt-to-equity ratio of 0.29, a current ratio of 0.35 and a quick ratio of 0.35. The firm has a market capitalization of $64.78 billion, a price-to-earnings ratio of 9.06, a P/E/G ratio of 2.75 and a beta of 0.48. The company’s fifty day moving average is $300.22 and its two-hundred day moving average is $294.52. The Travelers Companies, Inc. has a 52-week low of $249.19 and a 52-week high of $313.12.

Travelers Companies (NYSE:TRV – Get Free Report) last posted its quarterly earnings results on Thursday, April 16th. The insurance provider reported $7.71 earnings per share (EPS) for the quarter, topping the consensus estimate of $6.80 by $0.91. The company had revenue of $11.92 billion for the quarter, compared to analyst estimates of $11.11 billion. Travelers Companies had a net margin of 15.54% and a return on equity of 24.06%. The business’s quarterly revenue was down 1.7% on a year-over-year basis. During the same period last year, the business posted $1.91 EPS. Equities research analysts forecast that The Travelers Companies, Inc. will post 28 EPS for the current year.

Travelers Companies Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, June 30th. Shareholders of record on Wednesday, June 10th will be given a $1.25 dividend. The ex-dividend date is Wednesday, June 10th. This represents a $5.00 annualized dividend and a yield of 1.6%. This is a positive change from Travelers Companies’s previous quarterly dividend of $1.10. Travelers Companies’s dividend payout ratio (DPR) is 14.88%.

Travelers Companies Company Profile

(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.

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.