Stance Capital LLC Invests $4.18 Million in The Travelers Companies, Inc. $TRV

Posted by Geri Gentry on Jun 21st, 2026

Stance Capital LLC acquired a new stake in shares of The Travelers Companies, Inc. (NYSE:TRV – Free Report) during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm acquired 14,428 shares of the insurance provider’s stock, valued at approximately $4,185,000. Travelers Companies makes up about 1.5% of Stance Capital LLC’s investment portfolio, making the stock its 9th largest position.

Other institutional investors also recently bought and sold shares of the company. Cornerstone Planning LLC bought a new position in Travelers Companies in the fourth quarter worth approximately $2,193,000. World Investment Advisors lifted its holdings in Travelers Companies by 65.8% during the fourth quarter. World Investment Advisors now owns 4,588 shares of the insurance provider’s stock worth $1,331,000 after buying an additional 1,820 shares during the period. Nalls Sherbakoff Group LLC bought a new stake in Travelers Companies during the 4th quarter valued at $35,000. Larry Mathis Financial Planning LLC bought a new stake in Travelers Companies during the 4th quarter valued at $330,000. Finally, Advisortrust Partners LLC purchased a new position in shares of Travelers Companies in the 4th quarter valued at $363,000. 82.45% of the stock is owned by hedge funds and other institutional investors.

Travelers Companies Stock Performance

Shares of TRV stock opened at $307.48 on Friday. The business’s fifty day simple moving average is $301.35 and its 200-day simple moving average is $294.99. The company has a market cap of $65.39 billion, a PE ratio of 9.15, a PEG ratio of 2.78 and a beta of 0.48. The company has a current ratio of 0.35, a quick ratio of 0.35 and a debt-to-equity ratio of 0.29. The Travelers Companies, Inc. has a 12-month low of $249.19 and a 12-month high of $313.12.

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

Travelers Companies Increases Dividend

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

Insider Buying and Selling

In other Travelers Companies news, insider Avrohom J. Kess sold 6,735 shares of the firm’s stock in a transaction dated Tuesday, April 28th. The stock was sold at an average price of $308.78, for a total value of $2,079,633.30. Following the completion of the sale, the insider owned 48,737 shares of the company’s stock, valued at approximately $15,049,010.86. This trade represents a 12.14% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Vice Chairman William H. Heyman sold 1,557 shares of the business’s stock in a transaction dated Tuesday, April 28th. The stock was sold at an average price of $310.64, for a total value of $483,666.48. Following the sale, the insider owned 259,590 shares in the company, valued at $80,639,037.60. The trade was a 0.60% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 37,573 shares of company stock valued at $11,504,146 in the last 90 days. 1.39% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

TRV has been the subject of several recent research reports. JPMorgan Chase & Co. raised Travelers Companies from an “underweight” rating to a “neutral” rating and boosted their price target for the stock from $316.00 to $322.00 in a research report on Tuesday, May 26th. Seaport Research Partners set a $322.00 price objective on Travelers Companies in a research report on Tuesday, May 26th. Keefe, Bruyette & Woods lifted their target price on Travelers Companies from $340.00 to $342.00 and gave the company an “outperform” rating in a research note on Monday, April 20th. Weiss Ratings reiterated a “buy (a-)” rating on shares of Travelers Companies in a report on Friday, May 8th. Finally, Barclays lowered shares of Travelers Companies from an “equal weight” rating to an “underweight” rating and decreased their price target for the company from $331.00 to $295.00 in a research report on Friday, June 12th. Two analysts have rated the stock with a Strong Buy rating, six have assigned a Buy rating, ten have issued a Hold rating and three have assigned a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Hold” and an average target price of $309.07.

Check Out Our Latest Analysis on TRV

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.