Tocqueville Asset Management L.P. Makes New Investment in The Travelers Companies, Inc. $TRV

Posted by Francis Steltz on Aug 20th, 2026

Tocqueville Asset Management L.P. acquired a new stake in The Travelers Companies, Inc. (NYSE:TRV – Free Report) in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund acquired 69,819 shares of the insurance provider’s stock, valued at approximately $15,394,000.

Several other institutional investors and hedge funds have also recently made changes to their positions in TRV. Brighton Jones LLC increased 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 during the period. Revolve Wealth Partners LLC bought a new stake in shares of Travelers Companies in the fourth quarter worth about $276,000. WINTON GROUP Ltd bought a new stake in shares of Travelers Companies in the second quarter worth about $382,000. CIBC Asset Management Inc increased its holdings in Travelers Companies by 13.9% during the 2nd quarter. CIBC Asset Management Inc now owns 68,537 shares of the insurance provider’s stock valued at $18,336,000 after purchasing an additional 8,383 shares during the period. Finally, Treasurer of the State of North Carolina increased its holdings in 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 purchasing an additional 2,117 shares during the period. Institutional investors own 82.45% of the company’s stock.

Insider Activity

In other news, EVP Michael Frederick Klein sold 6,000 shares of the company’s stock in a transaction dated Tuesday, July 21st. The shares were sold at an average price of $366.09, for a total value of $2,196,540.00. Following the sale, the executive vice president directly owned 45,125 shares of the company’s stock, valued at $16,519,811.25. This represents a 11.74% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Diane Kurtzman sold 4,164 shares of the stock in a transaction dated Friday, July 24th. The stock was sold at an average price of $386.71, for a total transaction of $1,610,260.44. Following the completion of the transaction, the executive vice president owned 5,298 shares of the company’s stock, valued at approximately $2,048,789.58. The trade was a 44.01% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 62,667 shares of company stock worth $22,688,329. 1.39% of the stock is currently owned by corporate insiders.

Travelers Companies Stock Down 1.5%

Shares of NYSE:TRV opened at $362.47 on Thursday. The Travelers Companies, Inc. has a 52-week low of $252.26 and a 52-week high of $398.70. The firm has a market capitalization of $75.60 billion, a P/E ratio of 9.71, a P/E/G ratio of 3.50 and a beta of 0.45. The stock has a 50 day moving average price of $349.88 and a 200-day moving average price of $317.23. The company has a debt-to-equity ratio of 0.27, a quick ratio of 0.33 and a current ratio of 0.33.

Travelers Companies (NYSE:TRV – Get Free Report) last released its 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 company had revenue of $12.15 billion during the quarter, compared to analysts’ expectations of $11.26 billion. Travelers Companies had a return on equity of 25.41% and a net margin of 16.95%.The firm’s revenue for the quarter was up .3% compared to the same quarter last year. During the same quarter last year, the business posted $6.51 EPS. As a group, equities research analysts anticipate that The Travelers Companies, Inc. will post 33.82 EPS for the current fiscal year.

Travelers Companies Dividend Announcement

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

Analysts Set New Price Targets

Several research firms have weighed in on TRV. Deutsche Bank Aktiengesellschaft reiterated a “hold” rating on shares of Travelers Companies in a report on Tuesday, July 21st. Cantor Fitzgerald upped their target price on Travelers Companies from $335.00 to $360.00 and gave the company an “overweight” rating in a report on Thursday, July 9th. Evercore set a $329.00 price target on Travelers Companies and gave the stock an “in-line” rating in a research note on Friday, July 10th. Bank of America lifted their price target on shares of Travelers Companies from $283.00 to $307.00 and gave the company an “underperform” rating in a report on Monday, July 20th. Finally, HSBC upped their price objective on shares of Travelers Companies from $321.00 to $351.00 and gave the stock a “hold” rating in a report on Monday, July 6th. Four investment analysts have rated the stock with a Strong Buy rating, four have given a Buy rating, thirteen have issued a Hold rating and five have issued a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and an average price target of $354.26.

Get Our Latest Stock Report on TRV

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.