Succession Financial Inc. Invests $463,000 in The Travelers Companies, Inc. $TRV

Posted by Geri Gentry on Aug 18th, 2026

Succession Financial Inc. acquired a new stake in The Travelers Companies, Inc. (NYSE:TRV – Free Report) in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 1,402 shares of the insurance provider’s stock, valued at approximately $463,000. Travelers Companies makes up about 0.4% of Succession Financial Inc.’s portfolio, making the stock its 22nd largest position.

Other hedge funds have also made changes to their positions in the company. HHM Wealth Advisors LLC raised its holdings in Travelers Companies by 145.7% during the first quarter. HHM Wealth Advisors LLC now owns 86 shares of the insurance provider’s stock worth $25,000 after purchasing an additional 51 shares in the last quarter. Whipplewood Advisors LLC acquired a new position in shares of Travelers Companies during the 1st quarter valued at $26,000. LifeSteps Financial Inc. acquired a new position in shares of Travelers Companies during the 2nd quarter valued at $26,000. Kemnay Advisory Services Inc. bought a new stake in shares of Travelers Companies in the 4th quarter worth $26,000. Finally, Osterweis Capital Management Inc. raised its stake in shares of Travelers Companies by 1,820.0% in the 2nd quarter. Osterweis Capital Management Inc. now owns 96 shares of the insurance provider’s stock worth $26,000 after buying an additional 91 shares in the last quarter. Institutional investors and hedge funds own 82.45% of the company’s stock.

Wall Street Analysts Forecast Growth

Several brokerages recently weighed in on TRV. UBS Group raised their target price on Travelers Companies from $314.00 to $350.00 and gave the company a “neutral” rating in a research note on Wednesday, July 8th. HSBC boosted their price target on shares of Travelers Companies from $321.00 to $351.00 and gave the stock a “hold” rating in a research report on Monday, July 6th. TD Cowen downgraded shares of Travelers Companies from a “hold” rating to a “sell” rating and set a $297.00 price target for the company. in a report on Monday, July 13th. Evercore set a $329.00 price objective on shares of Travelers Companies and gave the company an “in-line” rating in a research report on Friday, July 10th. Finally, Weiss Ratings reaffirmed a “buy (a-)” rating on shares of Travelers Companies in a research note on Wednesday, August 5th. Four analysts have rated the stock with a Strong Buy rating, four have issued a Buy rating, thirteen have assigned a Hold rating and five have given a Sell rating to the stock. According to MarketBeat.com, Travelers Companies presently has a consensus rating of “Hold” and an average target price of $354.26.

View Our Latest Analysis on TRV

Insider Activity

In other news, CFO Daniel S. Frey sold 14,037 shares of Travelers Companies stock in a transaction that occurred on Tuesday, July 21st. The shares were sold at an average price of $368.24, for a total value of $5,168,984.88. Following the transaction, the chief financial officer directly owned 27,535 shares of the company’s stock, valued at $10,139,488.40. This trade represents a 33.77% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Michael Frederick Klein sold 6,000 shares of the business’s stock in a transaction that occurred on Tuesday, July 21st. The shares were sold at an average price of $366.09, for a total transaction of $2,196,540.00. Following the sale, the executive vice president owned 45,125 shares in the company, valued at $16,519,811.25. This represents a 11.74% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 62,667 shares of company stock worth $22,688,329. 1.39% of the stock is owned by company insiders.

Travelers Companies Stock Performance

TRV opened at $364.50 on Tuesday. 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 firm has a market cap of $76.03 billion, a PE ratio of 9.76, a P/E/G ratio of 3.52 and a beta of 0.45. The business has a fifty day simple moving average of $347.35 and a 200-day simple moving average of $316.08. The Travelers Companies, Inc. has a fifty-two week low of $252.26 and a fifty-two week high of $398.70.

Travelers Companies (NYSE:TRV – Get Free Report) last announced its earnings results on Friday, July 17th. The insurance provider reported $10.04 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $5.41 by $4.63. Travelers Companies had a return on equity of 25.41% and a net margin of 16.95%.The company had revenue of $12.15 billion for the quarter, compared to analyst estimates of $11.26 billion. During the same period in the previous year, the firm earned $6.51 earnings per share. Travelers Companies’s revenue for the quarter was up .3% compared to the same quarter last year. As a group, equities analysts predict that The Travelers Companies, Inc. will post 33.82 EPS for the current fiscal year.

Travelers Companies Announces Dividend

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

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.