Lombard Odier Asset Management Switzerland SA Sells 4,960 Shares of The Travelers Companies, Inc. $TRV

Posted by George Bondi on Jul 27th, 2026

Lombard Odier Asset Management Switzerland SA lessened its holdings in shares of The Travelers Companies, Inc. (NYSE:TRV – Free Report) by 30.5% during the 1st quarter, Holdings Channel reports. The firm owned 11,321 shares of the insurance provider’s stock after selling 4,960 shares during the period. Lombard Odier Asset Management Switzerland SA’s holdings in Travelers Companies were worth $3,302,000 at the end of the most recent reporting period.

Other large investors also recently added to or reduced their stakes in the company. HHM Wealth Advisors LLC boosted its stake in Travelers Companies by 145.7% in the 1st quarter. HHM Wealth Advisors LLC now owns 86 shares of the insurance provider’s stock worth $25,000 after purchasing an additional 51 shares during the period. Kemnay Advisory Services Inc. bought a new position in shares of Travelers Companies during the fourth quarter worth $26,000. Whipplewood Advisors LLC purchased a new position in Travelers Companies during the first quarter valued at $26,000. Osterweis Capital Management Inc. grew its stake in Travelers Companies by 1,820.0% during the second quarter. Osterweis Capital Management Inc. now owns 96 shares of the insurance provider’s stock valued at $26,000 after acquiring an additional 91 shares in the last quarter. Finally, Kohmann Bosshard Financial Services LLC bought a new stake in Travelers Companies in the 4th quarter valued at $28,000. 82.45% of the stock is owned by hedge funds and other institutional investors.

Travelers Companies News Roundup

Here are the key news stories impacting Travelers Companies this week:

Positive Sentiment: Analyst coverage remained constructive, with Morgan Stanley and other firms highlighting potential upside, while a recent Zacks note said Travelers’ shares hit a 52-week high and questioned whether the run can continue. Morgan Stanley Forecasts Strong Price Appreciation for Travelers Companies (NYSE:TRV) Stock The Travelers Companies, Inc. (TRV) Hit a 52 Week High, Can the Run Continue?
Positive Sentiment: AM Best assigned an “a+” issue credit rating with a stable outlook to Travelers’ new $750 million senior unsecured notes, signaling confidence in the company’s credit quality and access to capital. AM Best Assigns Issue Credit Rating to The Travelers Companies, Inc. New Senior Unsecured Notes
Positive Sentiment: Travelers priced $750 million of 4.95% senior notes due 2031, which adds funding for general corporate purposes and appears manageable given the company’s strong balance sheet. Travelers Companies Prices $750 Million Senior Notes Offering
Neutral Sentiment: Mizuho raised its price target to $343 from $324 but kept a neutral rating, suggesting the stock may have already moved ahead of near-term fundamentals. Mizuho price target update
Negative Sentiment: Reports that several top Travelers executives sold company stock could weigh on sentiment, even if the transactions were routine. Top Travelers Executives Quietly Unload Millions in Company Stock
Negative Sentiment: Deutsche Bank and UBS both reiterated hold-type views, reinforcing that some analysts see limited upside after the recent rally. Deutsche Bank Sticks to Its Hold Rating for Travelers Companies (TRV) UBS Releases a Hold Rating on Travelers Companies (TRV)

Wall Street Analysts Forecast Growth

Several brokerages have commented on TRV. TD Cowen cut shares of Travelers Companies from a “hold” rating to a “sell” rating and set a $297.00 price target on the stock. in a research note on Monday, July 13th. 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, July 20th. Citigroup reissued a “market perform” rating on shares of Travelers Companies in a research note on Monday, July 20th. Raymond James Financial set a $430.00 price target on Travelers Companies in a report on Monday, July 20th. Finally, Piper Sandler lifted their price objective on 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 assigned a Hold rating and five have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, Travelers Companies currently has an average rating of “Hold” and a consensus price target of $354.26.

Read Our Latest Analysis on TRV

Travelers Companies Stock Performance

Travelers Companies stock opened at $387.42 on Monday. The company’s 50-day moving average price is $322.06 and its 200-day moving average price is $304.59. The company has a quick ratio of 0.33, a current ratio of 0.33 and a debt-to-equity ratio of 0.27. The company has a market cap of $80.80 billion, a PE ratio of 10.38, a price-to-earnings-growth ratio of 3.83 and a beta of 0.46. The Travelers Companies, Inc. has a twelve month low of $252.26 and a twelve month high of $389.11.

Travelers Companies (NYSE:TRV – Get Free Report) last announced its quarterly earnings results on Friday, July 17th. The insurance provider reported $10.04 EPS for the quarter, beating analysts’ consensus estimates of $5.41 by $4.63. The firm had revenue of $12.15 billion during the quarter, compared to the consensus estimate of $11.26 billion. Travelers Companies had a net margin of 16.95% and a return on equity of 25.41%. The firm’s revenue for the quarter was up .3% compared to the same quarter last year. During the same quarter last year, the firm earned $6.51 EPS. On average, equities research analysts forecast that The Travelers Companies, Inc. will post 32.49 EPS for the current fiscal year.

Travelers Companies Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 30th. Stockholders of record on Thursday, September 10th will be paid a $1.25 dividend. This represents a $5.00 annualized dividend and a dividend yield of 1.3%. The ex-dividend date of this dividend is Thursday, September 10th. Travelers Companies’s dividend payout ratio (DPR) is presently 13.39%.

Insider Transactions at Travelers Companies

In other news, insider Avrohom J. Kess sold 6,735 shares of Travelers Companies stock in a transaction that occurred on 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 transaction, the insider owned 48,737 shares in the company, valued at approximately $15,049,010.86. The trade was a 12.14% decrease in their position. The sale was disclosed in a document filed 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 that occurred on Tuesday, April 28th. The shares were sold at an average price of $310.64, for a total value of $483,666.48. Following the transaction, the insider directly owned 259,590 shares in the company, valued at approximately $80,639,037.60. This represents a 0.60% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 18,292 shares of company stock worth $5,639,800. 1.39% of the stock is currently owned by company insiders.

Travelers Companies 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.