Jupiter Topco LLC Takes $8.72 Million Position in The Travelers Companies, Inc. $TRV

Posted by Brian Himes on Aug 31st, 2026

Jupiter Topco LLC bought a new position in shares of The Travelers Companies, Inc. (NYSE:TRV – Free Report) during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor bought 26,408 shares of the insurance provider’s stock, valued at approximately $8,721,000.

Several other institutional investors also recently bought and sold shares of TRV. HHM Wealth Advisors LLC boosted its stake in shares of Travelers Companies by 145.7% in the first quarter. HHM Wealth Advisors LLC now owns 86 shares of the insurance provider’s stock valued at $25,000 after purchasing an additional 51 shares during the period. Whipplewood Advisors LLC purchased a new stake in shares of Travelers Companies during the first quarter worth $26,000. LifeSteps Financial Inc. acquired a new stake in shares of Travelers Companies in the second quarter valued at $26,000. Kilter Group LLC purchased a new position in Travelers Companies in the second quarter valued at $26,000. Finally, Kemnay Advisory Services Inc. acquired a new position in Travelers Companies during the 4th quarter worth $26,000. 82.45% of the stock is owned by institutional investors and hedge funds.

Travelers Companies Trading Down 0.0%

NYSE:TRV opened at $369.85 on Monday. The stock has a 50-day simple moving average of $358.56 and a 200-day simple moving average of $320.97. The stock has a market cap of $77.14 billion, a P/E ratio of 9.90, a P/E/G ratio of 3.52 and a beta of 0.45. The Travelers Companies, Inc. has a 1 year low of $252.26 and a 1 year high of $398.70. The company has a debt-to-equity ratio of 0.27, a quick ratio of 0.33 and a current ratio of 0.33.

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 for the quarter, topping the consensus estimate of $5.41 by $4.63. The business had revenue of $12.15 billion for the quarter, compared to analyst estimates of $11.26 billion. Travelers Companies had a return on equity of 25.41% and a net margin of 16.95%.The business’s quarterly revenue was up .3% on a year-over-year basis. During the same quarter last year, the company earned $6.51 EPS. As a group, analysts anticipate that The Travelers Companies, Inc. will post 33.82 earnings per share 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. The ex-dividend date of this dividend is Thursday, September 10th. This represents a $5.00 dividend on an annualized basis and a yield of 1.4%. Travelers Companies’s dividend payout ratio (DPR) is presently 13.39%.

Insider Buying and Selling at Travelers Companies

In related news, CFO Daniel S. Frey sold 14,037 shares of the stock in a transaction 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 position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, EVP Michael Frederick Klein sold 6,000 shares of Travelers Companies stock in a transaction on Tuesday, July 21st. The stock was 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 ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 52,667 shares of company stock worth $19,611,829. 1.39% of the stock is owned by insiders.

Analyst Ratings Changes

Several brokerages have weighed in on TRV. Barclays upped their price target on Travelers Companies from $295.00 to $318.00 and gave the stock an “underweight” rating in a report on Tuesday, July 21st. Cantor Fitzgerald boosted their price objective on Travelers Companies from $335.00 to $360.00 and gave the stock an “overweight” rating in a research report on Thursday, July 9th. Roth Capital upped their target price on shares of Travelers Companies from $345.00 to $425.00 and gave the stock a “buy” rating in a research note on Tuesday, July 21st. Mizuho raised their target price on shares of Travelers Companies from $324.00 to $343.00 and gave the company a “neutral” rating in a report on Friday, July 24th. Finally, JPMorgan Chase & Co. upgraded shares of Travelers Companies from an “underweight” rating to a “neutral” rating and boosted their price target for the stock from $316.00 to $322.00 in a report on Tuesday, May 26th. Four equities research analysts have rated the stock with a Strong Buy rating, four have assigned a Buy rating, thirteen have given a Hold rating and five have given a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Hold” and an average target price of $354.26.

Get Our Latest 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.