Wealthfront Advisers LLC Makes New Investment in The Travelers Companies, Inc. $TRV

Posted by Brian Himes on Aug 19th, 2026

Wealthfront Advisers LLC acquired a new stake in The Travelers Companies, Inc. (NYSE:TRV – Free Report) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 40,488 shares of the insurance provider’s stock, valued at approximately $13,366,000.

Other large investors also recently modified their holdings of the company. HHM Wealth Advisors LLC increased its position in shares of 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 acquiring an additional 51 shares during the last quarter. Whipplewood Advisors LLC purchased a new position in Travelers Companies in the first quarter valued at about $26,000. LifeSteps Financial Inc. acquired a new stake in Travelers Companies during the 2nd quarter valued at approximately $26,000. Kemnay Advisory Services Inc. purchased a new stake in Travelers Companies during the 4th quarter worth approximately $26,000. Finally, Osterweis Capital Management Inc. increased its holdings in Travelers Companies by 1,820.0% during the 2nd quarter. Osterweis Capital Management Inc. now owns 96 shares of the insurance provider’s stock worth $26,000 after purchasing an additional 91 shares during the last quarter. 82.45% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Travelers Companies

In related news, EVP Daniel Tei-Hwa Yin sold 7,153 shares of the stock in a transaction dated Friday, July 24th. The shares were sold at an average price of $387.00, for a total transaction of $2,768,211.00. Following the sale, the executive vice president owned 68,834 shares in the company, valued at $26,638,758. This represents a 9.41% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CFO Daniel S. Frey sold 14,037 shares of the firm’s stock in a transaction dated 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. This represents a 33.77% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over 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.

Wall Street Analysts Forecast Growth

Several research firms have recently commented on TRV. Cantor Fitzgerald increased their target price on Travelers Companies from $335.00 to $360.00 and gave the company an “overweight” rating in a research note on Thursday, July 9th. Keefe, Bruyette & Woods restated a “market perform” rating and issued a $356.00 price target (up from $342.00) on shares of Travelers Companies in a research note on Wednesday, July 8th. UBS Group upped their price target on shares of Travelers Companies from $314.00 to $350.00 and gave the company a “neutral” rating in a report on Wednesday, July 8th. Deutsche Bank Aktiengesellschaft reiterated a “hold” rating on shares of Travelers Companies in a research note on Tuesday, July 21st. Finally, BMO Capital Markets lowered shares of Travelers Companies from an “outperform” rating to a “market perform” rating and raised their price objective for the stock from $314.00 to $379.00 in a report on Tuesday, July 21st. Four equities research analysts have rated the stock with a Strong Buy rating, four have issued a Buy rating, thirteen have issued a Hold rating and five have issued a Sell rating to the stock. According to MarketBeat.com, Travelers Companies has an average rating of “Hold” and an average target price of $354.26.

Check Out Our Latest Analysis on Travelers Companies

Travelers Companies Stock Performance

Shares of TRV opened at $367.96 on Wednesday. The stock has a market capitalization of $76.74 billion, a PE 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 price is $348.71 and its 200 day moving average price is $316.68. The company has a debt-to-equity ratio of 0.27, a current ratio of 0.33 and a quick ratio of 0.33. The Travelers Companies, Inc. has a 12-month low of $252.26 and a 12-month high of $398.70.

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

Travelers Companies Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, September 30th. Stockholders of record on Thursday, September 10th will be issued 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 payout ratio is 13.39%.

About Travelers Companies

(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.