The Travelers Companies, Inc. $TRV Shares Sold by Kovitz Investment Group Partners LLC

Posted by Francis Steltz on Jun 19th, 2026

Kovitz Investment Group Partners LLC cut its holdings in The Travelers Companies, Inc. (NYSE:TRV – Free Report) by 2.0% in the fourth quarter, Holdings Channel reports. The institutional investor owned 132,629 shares of the insurance provider’s stock after selling 2,701 shares during the quarter. Travelers Companies accounts for 0.9% of Kovitz Investment Group Partners LLC’s holdings, making the stock its 24th largest holding. Kovitz Investment Group Partners LLC’s holdings in Travelers Companies were worth $38,471,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also made changes to their positions in the company. Norges Bank acquired a new stake in Travelers Companies in the 4th quarter valued at $723,339,000. State Street Corp increased its holdings in Travelers Companies by 3.1% in the 4th quarter. State Street Corp now owns 16,000,457 shares of the insurance provider’s stock worth $4,641,093,000 after acquiring an additional 486,861 shares in the last quarter. AustralianSuper Pty Ltd raised its position in Travelers Companies by 102.0% during the fourth quarter. AustralianSuper Pty Ltd now owns 908,559 shares of the insurance provider’s stock worth $263,537,000 after acquiring an additional 458,746 shares during the period. Woodline Partners LP acquired a new position in Travelers Companies during the third quarter worth $99,680,000. Finally, AQR Capital Management LLC lifted its holdings in Travelers Companies by 22.8% during the third quarter. AQR Capital Management LLC now owns 1,785,288 shares of the insurance provider’s stock valued at $496,872,000 after purchasing an additional 331,170 shares in the last quarter. 82.45% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of analysts have recently commented on TRV shares. Bank of America cut their target price on shares of Travelers Companies from $259.00 to $257.00 and set an “underperform” rating for the company in a research note on Tuesday, April 14th. Brean Capital initiated coverage on Travelers Companies in a research report on Thursday, March 12th. They issued a “neutral” rating on the stock. Weiss Ratings restated a “buy (a-)” rating on shares of Travelers Companies in a research report on Friday, May 8th. Keefe, Bruyette & Woods lifted their price target on Travelers Companies from $340.00 to $342.00 and gave the stock an “outperform” rating in a research note on Monday, April 20th. Finally, Wells Fargo & Company boosted their price target on Travelers Companies from $285.00 to $305.00 and gave the stock an “equal weight” rating in a research report on Thursday, April 9th. Two investment analysts have rated the stock with a Strong Buy rating, six have issued a Buy rating, ten have assigned a Hold rating and three have issued a Sell rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus target price of $309.07.

View Our Latest Analysis on TRV

Travelers Companies Price Performance

TRV stock opened at $307.48 on Friday. The Travelers Companies, Inc. has a 1 year low of $249.19 and a 1 year high of $313.12. The company has a debt-to-equity ratio of 0.29, a current ratio of 0.35 and a quick ratio of 0.35. The firm has a market capitalization of $65.39 billion, a PE ratio of 9.15, a price-to-earnings-growth ratio of 2.76 and a beta of 0.48. The business has a 50 day simple moving average of $301.23 and a 200-day simple moving average of $294.90.

Travelers Companies (NYSE:TRV – Get Free Report) last announced its quarterly earnings data on Thursday, April 16th. The insurance provider reported $7.71 EPS for the quarter, topping analysts’ consensus estimates of $6.80 by $0.91. The firm had revenue of $11.92 billion for the quarter, compared to the consensus estimate 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 last year, the business posted $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 business also recently announced 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 is a boost from Travelers Companies’s previous quarterly dividend of $1.10. The ex-dividend date of this dividend is Wednesday, June 10th. This represents a $5.00 dividend on an annualized basis and a dividend yield of 1.6%. Travelers Companies’s dividend payout ratio is 14.88%.

Insider Buying and Selling at Travelers Companies

In other news, Vice Chairman William H. Heyman sold 1,557 shares of Travelers Companies stock in a transaction on Tuesday, April 28th. The stock was sold at an average price of $310.64, for a total transaction of $483,666.48. Following the transaction, 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 transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Diane Kurtzman sold 2,867 shares of the firm’s stock in a transaction dated Monday, April 20th. The stock was sold at an average price of $303.45, for a total transaction 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 ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 37,573 shares of company stock worth $11,504,146. Corporate insiders own 1.39% of the company’s stock.

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.