Great Lakes Advisors LLC Purchases New Holdings in The Travelers Companies, Inc. $TRV

Posted by Francis Steltz on Aug 19th, 2026

Great Lakes Advisors LLC purchased a new stake in The Travelers Companies, Inc. (NYSE:TRV – Free Report) in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 198,586 shares of the insurance provider’s stock, valued at approximately $65,557,000. Great Lakes Advisors LLC owned approximately 0.10% of Travelers Companies as of its most recent SEC filing.

Other large investors also recently made changes to their positions in the company. Berman McAleer LLC increased its holdings in Travelers Companies by 3.5% during the second quarter. Berman McAleer LLC now owns 894 shares of the insurance provider’s stock worth $295,000 after buying an additional 30 shares during the last quarter. Willner & Heller LLC lifted its position in shares of Travelers Companies by 2.7% in the second quarter. Willner & Heller LLC now owns 1,206 shares of the insurance provider’s stock valued at $398,000 after buying an additional 32 shares during the last quarter. Spinnaker Trust lifted its holdings in Travelers Companies by 1.7% during the 1st quarter. Spinnaker Trust now owns 1,938 shares of the insurance provider’s stock valued at $565,000 after purchasing an additional 33 shares during the last quarter. Cim LLC lifted its stake in shares of Travelers Companies by 0.4% during the 4th quarter. Cim LLC now owns 8,145 shares of the insurance provider’s stock worth $2,363,000 after buying an additional 34 shares during the last quarter. Finally, Avalon Trust Co boosted its holdings in shares of Travelers Companies by 0.4% during the first quarter. Avalon Trust Co now owns 8,784 shares of the insurance provider’s stock worth $2,562,000 after acquiring an additional 35 shares during the period. Institutional investors and hedge funds own 82.45% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently issued reports on the stock. Mizuho boosted their target price on shares of Travelers Companies from $324.00 to $343.00 and gave the company a “neutral” rating in a research report on Friday, July 24th. Zacks Research raised Travelers Companies from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, July 29th. Keefe, Bruyette & Woods restated a “market perform” rating and set a $356.00 price objective (up from $342.00) on shares of Travelers Companies in a research note on Wednesday, July 8th. HSBC upped their target price on Travelers Companies from $321.00 to $351.00 and gave the company a “hold” rating in a research report on Monday, July 6th. Finally, Bank of America increased their target price on Travelers Companies from $283.00 to $307.00 and gave the stock an “underperform” rating in a report on Monday, July 20th. Four analysts have rated the stock with a Strong Buy rating, four have assigned a Buy rating, thirteen have issued a Hold rating and five have assigned a Sell rating to the stock. According to MarketBeat, Travelers Companies has a consensus rating of “Hold” and a consensus target price of $354.26.

View Our Latest Stock Analysis on TRV

Insider Buying and Selling

In other Travelers Companies news, EVP Michael Frederick Klein sold 10,000 shares of the business’s stock in a transaction that occurred on Tuesday, May 26th. The shares were sold at an average price of $307.65, for a total transaction of $3,076,500.00. Following the sale, the executive vice president directly owned 45,125 shares of the company’s stock, valued at $13,882,706.25. The trade was a 18.14% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP David Donnay Rowland sold 5,000 shares of the company’s stock in a transaction that occurred on Wednesday, July 22nd. The shares were sold at an average price of $371.69, for a total transaction of $1,858,450.00. Following the completion of the transaction, the executive vice president owned 10,479 shares of the company’s stock, valued at approximately $3,894,939.51. This trade represents a 32.30% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 62,667 shares of company stock valued at $22,688,329 over the last three months. Insiders own 1.39% of the company’s stock.

Travelers Companies Trading Up 0.9%

NYSE TRV opened at $367.96 on Wednesday. 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 twelve month low of $252.26 and a twelve month high of $398.70. The company has a market cap of $76.74 billion, a price-to-earnings ratio of 9.85, a price-to-earnings-growth ratio of 3.52 and a beta of 0.45. The business’s fifty day moving average is $348.71 and its 200 day moving average is $316.68.

Travelers Companies (NYSE:TRV – Get Free Report) last issued 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. The business 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 business’s revenue for the quarter was up .3% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $6.51 EPS. As a group, sell-side analysts expect that The Travelers Companies, Inc. will post 33.82 EPS for the current fiscal year.

Travelers Companies Announces Dividend

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