Healthcare of Ontario Pension Plan Trust Fund Lowers Stock Holdings in The Travelers Companies, Inc. $TRV

Posted by Francis Steltz on Jun 15th, 2026

Healthcare of Ontario Pension Plan Trust Fund lessened its stake in The Travelers Companies, Inc. (NYSE:TRV – Free Report) by 13.9% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 135,122 shares of the insurance provider’s stock after selling 21,790 shares during the quarter. Healthcare of Ontario Pension Plan Trust Fund’s holdings in Travelers Companies were worth $39,193,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also made changes to their positions in the stock. Icon Wealth Advisors LLC boosted its stake in shares of Travelers Companies by 7.1% in the 4th quarter. Icon Wealth Advisors LLC now owns 13,950 shares of the insurance provider’s stock valued at $4,047,000 after buying an additional 930 shares during the period. Cornerstone Financial Management LLC purchased a new position in shares of Travelers Companies in the 4th quarter valued at about $66,000. Dockside LLC purchased a new position in shares of Travelers Companies in the 4th quarter valued at about $2,392,000. Arrowstreet Capital Limited Partnership boosted its stake in shares of Travelers Companies by 42.6% in the 4th quarter. Arrowstreet Capital Limited Partnership now owns 769,233 shares of the insurance provider’s stock valued at $223,124,000 after buying an additional 229,729 shares during the period. Finally, Atlas Capital Advisors Inc. purchased a new position in shares of Travelers Companies in the 4th quarter valued at about $927,000. Hedge funds and other institutional investors own 82.45% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts have recently issued reports on TRV shares. Barclays cut Travelers Companies from an “equal weight” rating to an “underweight” rating and decreased their price objective for the company from $331.00 to $295.00 in a research note on Friday. Brean Capital started coverage on Travelers Companies in a research note on Thursday, March 12th. They issued a “neutral” rating for the company. Evercore reiterated an “outperform” rating on shares of Travelers Companies in a research note on Friday, April 17th. Seaport Research Partners set a $322.00 price objective on Travelers Companies in a research note on Tuesday, May 26th. Finally, Keefe, Bruyette & Woods lifted their price objective on Travelers Companies from $340.00 to $342.00 and gave the company an “outperform” rating in a research note on Monday, April 20th. Two analysts have rated the stock with a Strong Buy rating, six have given a Buy rating, ten have given a Hold rating and three have given a Sell rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Hold” and a consensus target price of $309.07.

View Our Latest Stock Report on Travelers Companies

Insider Activity

In related news, insider Avrohom J. Kess sold 6,735 shares of the business’s stock in a transaction that occurred on Tuesday, April 28th. The stock was sold at an average price of $308.78, for a total transaction of $2,079,633.30. Following the completion of the sale, the insider owned 48,737 shares in the company, valued at $15,049,010.86. The trade was a 12.14% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Diane Kurtzman sold 2,867 shares of the business’s stock in a transaction that occurred on Monday, April 20th. The stock was sold at an average price of $303.45, for a total value of $869,991.15. Following the sale, the executive vice president owned 5,298 shares of the company’s stock, valued at approximately $1,607,678.10. The trade was a 35.11% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 37,573 shares of company stock valued at $11,504,146 over the last 90 days. Insiders own 1.39% of the company’s stock.

Travelers Companies Price Performance

TRV stock opened at $304.62 on Monday. The business has a 50 day moving average price of $300.22 and a 200 day moving average price of $294.54. 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 Travelers Companies, Inc. has a fifty-two week low of $249.19 and a fifty-two week high of $313.12. The company has a quick ratio of 0.35, a current ratio of 0.35 and a debt-to-equity ratio of 0.29.

Travelers Companies (NYSE:TRV – Get Free Report) last posted its earnings results 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. The firm had revenue of $11.92 billion during the quarter, compared to analysts’ expectations of $11.11 billion. Travelers Companies had a return on equity of 24.06% and a net margin of 15.54%.The firm’s revenue was down 1.7% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.91 earnings per share. Equities research analysts anticipate that The Travelers Companies, Inc. will post 28 earnings per share for the current fiscal year.

Travelers Companies Increases Dividend

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

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.