The Travelers Companies, Inc. $TRV Holdings Boosted by Palisade Asset Management LLC

Posted by Stanley Muller on Jun 15th, 2026

Palisade Asset Management LLC boosted its holdings in The Travelers Companies, Inc. (NYSE:TRV – Free Report) by 12.0% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 29,292 shares of the insurance provider’s stock after acquiring an additional 3,141 shares during the period. Palisade Asset Management LLC’s holdings in Travelers Companies were worth $8,496,000 at the end of the most recent quarter.

A number of other large investors have also recently bought and sold shares of the business. Arbejdsmarkedets Tillaegspension bought a new position in Travelers Companies during the 4th quarter worth $24,167,000. Elo Mutual Pension Insurance Co grew its stake in Travelers Companies by 24.9% during the 3rd quarter. Elo Mutual Pension Insurance Co now owns 34,871 shares of the insurance provider’s stock worth $9,737,000 after buying an additional 6,954 shares during the last quarter. Rit Capital Partners PLC bought a new position in Travelers Companies during the 4th quarter worth $39,450,000. Robeco Institutional Asset Management B.V. grew its stake in Travelers Companies by 17.3% during the 4th quarter. Robeco Institutional Asset Management B.V. now owns 901,938 shares of the insurance provider’s stock worth $261,616,000 after buying an additional 133,152 shares during the last quarter. Finally, Kovitz Investment Group Partners LLC grew its stake in Travelers Companies by 192.8% during the 3rd quarter. Kovitz Investment Group Partners LLC now owns 135,330 shares of the insurance provider’s stock worth $37,787,000 after buying an additional 89,108 shares during the last quarter. Institutional investors own 82.45% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research analysts recently commented on TRV shares. Roth Mkm restated a “buy” rating on shares of Travelers Companies in a research note on Monday, April 20th. Bank of America lowered their price objective on shares of Travelers Companies from $259.00 to $257.00 and set an “underperform” rating on the stock in a research note on Tuesday, April 14th. JPMorgan Chase & Co. upgraded shares of Travelers Companies from an “underweight” rating to a “neutral” rating and raised their price objective for the company from $316.00 to $322.00 in a research note on Tuesday, May 26th. Seaport Research Partners set a $322.00 price target on shares of Travelers Companies in a research report on Tuesday, May 26th. Finally, Barclays lowered shares of Travelers Companies from an “equal weight” rating to an “underweight” rating and decreased their price target for the stock from $331.00 to $295.00 in a research report on Friday. Two investment analysts have rated the stock with a Strong Buy rating, six have issued a Buy rating, ten have issued a Hold rating and three have assigned a Sell rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus price target of $309.07.

Check Out Our Latest Report on Travelers Companies

Insider Activity

In other Travelers Companies news, Vice Chairman William H. Heyman sold 1,557 shares of Travelers Companies 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 completion of the sale, the insider owned 259,590 shares of the company’s stock, valued at $80,639,037.60. This trade represents a 0.60% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. Also, EVP Michael Frederick Klein sold 10,000 shares of Travelers Companies stock in a transaction on Tuesday, May 26th. The shares were sold at an average price of $307.65, for a total transaction of $3,076,500.00. Following the sale, the executive vice president directly owned 45,125 shares of the company’s stock, valued at $13,882,706.25. This trade represents a 18.14% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 37,573 shares of company stock worth $11,504,146. 1.39% of the stock is owned by corporate insiders.

Travelers Companies Trading Up 0.1%

NYSE TRV opened at $304.62 on Monday. The Travelers Companies, Inc. has a twelve month low of $249.19 and a twelve month high of $313.12. The company has a debt-to-equity ratio of 0.29, a quick ratio of 0.35 and a current ratio of 0.35. The stock has a market cap of $64.78 billion, a price-to-earnings ratio of 9.06, a PEG ratio of 2.75 and a beta of 0.48. The firm’s 50 day moving average price is $300.22 and its two-hundred day moving average price is $294.54.

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

Travelers Companies Increases Dividend

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

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.

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.