Goelzer Investment Management Inc. Reduces Holdings in The Travelers Companies, Inc. $TRV

Posted by Stanley Muller on Aug 13th, 2026

Goelzer Investment Management Inc. reduced its position in The Travelers Companies, Inc. (NYSE:TRV – Free Report) by 3.6% in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 36,668 shares of the insurance provider’s stock after selling 1,383 shares during the quarter. Travelers Companies comprises approximately 0.5% of Goelzer Investment Management Inc.’s investment portfolio, making the stock its 29th largest position. Goelzer Investment Management Inc.’s holdings in Travelers Companies were worth $12,105,000 at the end of the most recent quarter.

A number of other institutional investors have also bought and sold shares of TRV. Brighton Jones LLC boosted its stake in Travelers Companies by 13.4% during 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 last quarter. Revolve Wealth Partners LLC acquired a new stake in shares of Travelers Companies during the fourth quarter valued at about $276,000. WINTON GROUP Ltd purchased a new stake in Travelers Companies in the second quarter valued at approximately $382,000. CIBC Asset Management Inc lifted its stake 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 worth $18,336,000 after acquiring an additional 8,383 shares in the last quarter. Finally, Treasurer of the State of North Carolina lifted its stake 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 worth $28,254,000 after acquiring an additional 2,117 shares in the last quarter. 82.45% of the stock is owned by hedge funds and other institutional investors.

Travelers Companies Trading Down 1.5%

NYSE:TRV opened at $369.94 on Thursday. The company has a market capitalization of $77.16 billion, a PE ratio of 9.91, a price-to-earnings-growth ratio of 3.57 and a beta of 0.45. 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 Travelers Companies, Inc. has a 52-week low of $252.26 and a 52-week high of $398.70. The stock has a fifty day simple moving average of $343.11 and a 200-day simple moving average of $314.21.

Travelers Companies (NYSE:TRV – Get Free Report) last issued its quarterly earnings data on Friday, July 17th. The insurance provider reported $10.04 EPS for the quarter, beating analysts’ consensus estimates of $5.41 by $4.63. Travelers Companies had a net margin of 16.95% and a return on equity of 25.41%. The firm had revenue of $12.15 billion for the quarter, compared to analysts’ expectations of $11.26 billion. During the same period in the prior year, the company earned $6.51 EPS. The firm’s revenue was up .3% on a year-over-year basis. On average, equities research analysts expect that The Travelers Companies, Inc. will post 33.82 earnings per share for the current fiscal year.

Travelers Companies Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, September 30th. Shareholders of record on Thursday, September 10th will be issued a $1.25 dividend. This represents a $5.00 annualized dividend and a dividend yield of 1.4%. The ex-dividend date of this dividend is Thursday, September 10th. Travelers Companies’s dividend payout ratio is 13.39%.

Insiders Place Their Bets

In related news, CFO Daniel S. Frey sold 14,037 shares of Travelers Companies stock in a transaction that occurred on Tuesday, July 21st. The stock was sold at an average price of $368.24, for a total transaction of $5,168,984.88. Following the completion of the transaction, the chief financial officer directly owned 27,535 shares in the company, valued at $10,139,488.40. The trade was a 33.77% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP David Donnay Rowland sold 5,000 shares of the stock in a transaction on Wednesday, July 22nd. The shares were sold at an average price of $371.69, for a total value of $1,858,450.00. Following the sale, the executive vice president owned 10,479 shares in the company, valued at approximately $3,894,939.51. This trade represents a 32.30% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 62,667 shares of company stock valued at $22,688,329. Corporate insiders own 1.39% of the company’s stock.

Wall Street Analysts Forecast Growth

TRV has been the subject of several research reports. Deutsche Bank Aktiengesellschaft reaffirmed a “hold” rating on shares of Travelers Companies in a research report on Tuesday, July 21st. JPMorgan Chase & Co. upgraded Travelers Companies from an “underweight” rating to a “neutral” rating and raised their price target for the company from $316.00 to $322.00 in a research note on Tuesday, May 26th. Truist Financial boosted their price objective on Travelers Companies from $395.00 to $425.00 and gave the company a “buy” rating in a research note on Monday, July 20th. Roth Capital increased their price target on Travelers Companies from $345.00 to $425.00 and gave the stock a “buy” rating in a report on Tuesday, July 21st. Finally, Wells Fargo & Company boosted their target price on Travelers Companies from $295.00 to $334.00 and gave the stock an “equal weight” rating in a research report on Thursday, July 9th. Four analysts have rated the stock with a Strong Buy rating, four have assigned a Buy rating, thirteen have assigned a Hold rating and five have given a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus target price of $354.26.

Get Our Latest Research Report 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.