Summit Global Investments Sells 1,876 Shares of The Travelers Companies, Inc. $TRV

Posted by Brenda Bartman on Nov 4th, 2026

Summit Global Investments lowered its holdings in The Travelers Companies, Inc. (NYSE:TRV – Free Report) by 74.7% during the third quarter, Holdings Channel reports. The fund owned 635 shares of the insurance provider’s stock after selling 1,876 shares during the quarter. Summit Global Investments’ holdings in Travelers Companies were worth $226,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also recently made changes to their positions in the company. Aprio Wealth Management LLC boosted its holdings in Travelers Companies by 14.6% in the third quarter. Aprio Wealth Management LLC now owns 2,833 shares of the insurance provider’s stock valued at $1,010,000 after purchasing an additional 360 shares during the last quarter. Avestar Capital LLC grew its position in Travelers Companies by 7.8% during the 3rd quarter. Avestar Capital LLC now owns 1,696 shares of the insurance provider’s stock worth $605,000 after purchasing an additional 123 shares during the period. Modera Wealth Management LLC raised its stake in shares of Travelers Companies by 4.4% during the 3rd quarter. Modera Wealth Management LLC now owns 2,419 shares of the insurance provider’s stock valued at $862,000 after buying an additional 103 shares during the last quarter. International Assets Investment Management LLC raised its stake in shares of Travelers Companies by 1,005.7% during the 3rd quarter. International Assets Investment Management LLC now owns 25,000 shares of the insurance provider’s stock valued at $8,913,000 after buying an additional 22,739 shares during the last quarter. Finally, CHICAGO TRUST Co NA raised its stake in shares of Travelers Companies by 76.5% during the 3rd quarter. CHICAGO TRUST Co NA now owns 5,368 shares of the insurance provider’s stock valued at $1,914,000 after buying an additional 2,327 shares during the last quarter. Hedge funds and other institutional investors own 82.45% of the company’s stock.

Analysts Set New Price Targets

Several equities analysts have recently issued reports on TRV shares. Bank of America boosted their price objective on Travelers Companies from $283.00 to $307.00 and gave the company an “underperform” rating in a report on Monday, July 20th. JPMorgan Chase & Co. raised their target price on Travelers Companies from $352.00 to $379.00 and gave the stock a “neutral” rating in a report on Tuesday, October 20th. Morgan Stanley raised their target price on Travelers Companies from $330.00 to $350.00 and gave the stock an “underweight” rating in a report on Friday, October 23rd. Wells Fargo & Company lifted their price target on Travelers Companies from $341.00 to $377.00 and gave the company an “equal weight” rating in a research report on Monday, October 19th. Finally, Citigroup reissued a “neutral” rating on shares of Travelers Companies in a report on Friday, October 16th. Three equities research analysts have rated the stock with a Strong Buy rating, four have given a Buy rating, thirteen have given a Hold rating and five have issued a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average target price of $366.37.

Read Our Latest Stock Analysis on Travelers Companies

Insider Buying and Selling at Travelers Companies

In related news, EVP Jeffrey P. Klenk sold 9,016 shares of Travelers Companies stock in a transaction dated Thursday, October 22nd. The stock was sold at an average price of $405.57, for a total value of $3,656,619.12. Following the completion of the transaction, the executive vice president owned 6,075 shares in the company, valued at $2,463,837.75. The trade was a 59.74% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Gregory C. Toczydlowski sold 34,771 shares of the company’s stock in a transaction dated Thursday, October 22nd. The stock was sold at an average price of $403.89, for a total value of $14,043,659.19. Following the completion of the transaction, the executive vice president directly owned 18,416 shares of the company’s stock, valued at $7,438,038.24. The trade was a 65.37% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 180,287 shares of company stock worth $71,713,050. 1.39% of the stock is currently owned by company insiders.

Travelers Companies Stock Performance

Shares of NYSE TRV opened at $395.06 on Wednesday. The company’s fifty day moving average price is $375.72 and its 200 day moving average price is $330.78. The Travelers Companies, Inc. has a 1 year low of $268.00 and a 1 year high of $407.86. The company has a market capitalization of $80.97 billion, a PE ratio of 10.36, a price-to-earnings-growth ratio of 2.76 and a beta of 0.40. The company has a debt-to-equity ratio of 0.34, a quick ratio of 0.33 and a current ratio of 0.33.

Travelers Companies (NYSE:TRV – Get Free Report) last released its quarterly earnings results on Friday, October 16th. The insurance provider reported $9.18 EPS for the quarter, beating the consensus estimate of $7.39 by $1.79. Travelers Companies had a net margin of 17.03% and a return on equity of 26.19%. The company had revenue of $12.41 billion for the quarter, compared to analyst estimates of $11.36 billion. During the same quarter last year, the business earned $8.14 earnings per share. The firm’s revenue was down .5% on a year-over-year basis. On average, research analysts predict that The Travelers Companies, Inc. will post 36.27 earnings per share for the current year.

Travelers Companies Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, December 31st. Stockholders of record on Thursday, December 10th will be paid a dividend of $1.25 per share. This represents a $5.00 annualized dividend and a dividend yield of 1.3%. The ex-dividend date of this dividend is Thursday, December 10th. Travelers Companies’s dividend payout ratio is presently 13.11%.

Travelers Companies Company Profile

(Free Report)

Travelers Companies, Inc is a property and casualty insurance company that provides insurance products and related services to businesses, government entities and individuals. The company offers coverage for property damage, liability, workers’ compensation, automobile accidents, cybersecurity risks and other exposures.

Travelers conducts its operations primarily through its Business Insurance, Bond & Specialty Insurance and Personal Insurance segments. Its products include commercial property and casualty policies, surety and fidelity bonds, homeowners insurance, personal automobile insurance and umbrella coverage.