NYSE· Fire, Marine & Casualty Insurance· Inc. MN· CIK 0000086312

TRV

TRAVELERS COMPANIES, INC.

$361.64 ▲ +1.44%

Prev close $356.51

Market cap$75.8B

ConsensusSell

12-mo target$360.46 (-0.3%)

▼ Bearish

Analyst conviction 3/10

Insider Selling Cluster (8 insiders)High Impact Filing (7/10)41 New Institutional Positions9 Institutional Exits Traditional Finance

Snapshot

The big-picture read on TRV right now — valuation, ownership and activity at a glance.

Market Cap

$75.8B

Cap Size

Large Cap

Analyst Consensus

Sell (26%)

Inst. Holders

50 funds

Inst. Value

$47.9B

Inst. Activity

41 buys / 9 sells

Insider Activity

$0.00 buy / $39.0M sell

Insider Net $

-$39.0M

Social Sentiment

70° Bullish

SEC Reports

Congressional

4 trades

Price chart 30d -1.2%

Daily candles (open–high–low–close) with volume. Green = up day, red = down day.

Vol

Recent activity

The latest filings, insider trades, analyst actions, press and options flow — newest first.

Sep 30, 2026 Insider

Robinson Elizabeth was granted 122.72 shares

Director @ $356.51 ($43.8K)

Sep 30, 2026 Insider

Jabbour Anthony M was granted 65.17 shares

Director @ $356.51 ($23.2K)

Sep 30, 2026 Insider

Golden Russell G. was granted 129.73 shares

Director @ $356.51 ($46.3K)

Sep 23, 2026 short_volume

Short Volume: TRV — 58.4% short (0.4M / 0.7M)

Short: 398,453 | Exempt: 52 | TRF Vol: 681,737 | Short Ratio: 58.4% | Off-exchange volume (dark pool

Jul 27, 2026 SEC

Seven Travelers executives, including the CFO, EVP of Personal Insurance, and EVP/Chief Tech & Ops Officer, sold a total

CLUSTER — Impact 3/10

Jul 25, 2026 SEC

Four Travelers executives (CFO, Chief Admin Officer, Chief Tech & Ops Officer, President of Personal Insurance) sold a c

CLUSTER — Impact 3/10

Jul 24, 2026 SEC

Travelers issued $750M in 4.950% Senior Notes due 2031 via an SEC-registered public offering, settling July 24, 2026. Th

8-K — Impact 3/10

Jul 2, 2026 Congress

John Boozman sell

$1,001 - $15,000 — Senate

Analyst ratings buy % -33.3%

How Wall Street rates the stock today, and the latest firm-by-firm actions.

Sell 26% rate it Buy or better · 35 analysts

Strong Buy 3 9% Buy 6 17% Hold 21 60% Sell 5 14% Strong Sell 0 0%

Recent analyst actions

Date	Firm	Action	Rating	Firm rating
Sep 21, 2026	Evercore ISI Group	MAINTAIN	In-Line	59%
Sep 16, 2026	Mizuho	MAINTAIN	Neutral	52%
Jul 24, 2026	Mizuho	MAINTAIN	Neutral	52%
Jul 21, 2026	Roth Capital	MAINTAIN	Buy	56%
Jul 21, 2026	Barclays	MAINTAIN	Underweight	54%
Jul 21, 2026	Morgan Stanley	MAINTAIN	Underweight	55%
Jul 21, 2026	BMO Capital	DOWNGRADE	Market Perform	53%
Jul 20, 2026	Citigroup	MAINTAIN	Neutral	55%
Jul 20, 2026	Truist Securities	MAINTAIN	Buy	55%
Jul 20, 2026	Evercore ISI Group	MAINTAIN	In-Line	59%

Monthly consensus history

Period	Str. Buy	Buy	Hold	Sell	Buy %
Sep 1, 2026	3	6	21	5	26%
Aug 1, 2026	3	6	21	5	26%
Jul 1, 2026	3	8	20	2	33%
Jun 1, 2026	3	8	21	1	33%
May 1, 2026	3	8	19	2	34%
Apr 1, 2026	3	8	19	2	34%
Mar 1, 2026	3	8	18	2	35%
Feb 1, 2026	3	8	18	2	35%

Price targets

Where 24 covering analysts think TRV trades over the next 12 months.

$360.46 -0.3% upside Hold

Current$361.64 Low$262.00 Median$359.50 High$430.00 24 analysts

$262.00$430.00

Analyst rating Hold· 3.0/5 as of Oct 2, 2026

Social media sentiment mood +7.1%

Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.

70°

Bullish

BearishNeutralBullish

6 mentions 4 bullish 0 bearish 2 neutral

Recent posts

stocks Bullish 2mo ago

Advice for my teenager's plans?

▲ 1 · 💬 6· ⚡ 0.5

investing Bullish 2mo ago

The hurricane rebuild trade doesn't exist at season open. I tested whether it lives after actual landfalls instead. My most significant result died under robustness checks, which turned out to be the interesting part.

▲ 1 · 💬 2· ⚡ 0.5

stocks Neutral 5mo ago

Is TRV a diamond in the rough?

▲ 1 · 💬 0· ⚡ 0.5

Reports & filings

AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.

11 SEC filing reports analyzed · 2 bullish, 0 bearish, 0 mixed, 9 neutral · avg impact 3.7/10.

NEUTRALCLUSTER3/10

Seven Travelers executives, including the CFO, EVP of Personal Insurance, and EVP/Chief Tech & Ops O

Jul 27, 2026

NEUTRALCLUSTER3/10

Four Travelers executives (CFO, Chief Admin Officer, Chief Tech & Ops Officer, President of Personal

Jul 25, 2026

NEUTRAL8-K3/10

Travelers issued $750M in 4.950% Senior Notes due 2031 via an SEC-registered public offering, settli

Jul 24, 2026

NEUTRALCLUSTER3/10

Four Travelers C-suite executives sold a total of $7.72M in open-market shares within two days of th

Jul 24, 2026

Upcoming & catalyst events

Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.

Sep 23, 2026

short_volume

Short Volume: TRV — 58.4% short (0.4M / 0.7M)

Short: 398,453 | Exempt: 52 | TRF Vol: 681,737 | Short Ratio: 58.4% | Off-exchange volume (dark pool + OTC)

Sep 22, 2026

short_volume

Short Volume: TRV — 62.3% short (0.3M / 0.5M)

Short: 314,210 | Exempt: 7 | TRF Vol: 504,421 | Short Ratio: 62.3% | Off-exchange volume (dark pool + OTC)

Sep 14, 2026

ftd

FTD: TRV — 2,850 shares ($1.1M) failed to deliver

Settlement: 20260914, Price: $375.20, FTD Value: $1,069,320, TRAVELERS COMPANIES, INC. (THE

Sep 7, 2026

dark_pool

Dark Pool: TRV — 1.4M shares, 53,827 trades

Week starting 2026-09-07. Total ATS volume: 1,400,393 shares across 53,827 trades.

Aug 31, 2026

dark_pool

Dark Pool: TRV — 1.4M shares, 56,901 trades

Week starting 2026-08-31. Total ATS volume: 1,438,814 shares across 56,901 trades.

Earnings estimates

Forecast earnings per share and revenue by period — and whether estimates are rising.

Period	EPS Est.	Range	Growth	30d Rev	Up/Dn	Revenue	#
Current Q	$6.95	$6.03–$8.48	-14.6%	+1.7%	21↑ 1↓	$11.0B	24
Next Q	$9.61	$8.23–$10.83	-13.7%	-0.2%	18↑ 3↓	$11.0B	23
Current FY	$34.17	$31.78–$36.72	23.9%	+0.4%	26↑ 0↓	$43.4B	28
Next FY	$30.33	$28.10–$33.06	-11.3%	+0.4%	24↑ 0↓	$44.7B	27

Current-quarter EPS estimate — revision history

When	EPS estimate	Change vs now
Current	$6.948	—
7d ago	$6.833	+0.114
30d ago	$6.831	+0.117
60d ago	$6.810	+0.138
90d ago	$6.366	+0.582

Institutional ownership

Which big funds own TRV (from quarterly 13F filings) and who is adding or trimming.

50 institutional holders with $47.9B total value (145,034,460 shares) as of 2026-Q2. Top holders: BlackRock,, STATE, VANGUARD. Net buying activity: 41 institutions added/increased vs 9 reduced.

Top holders — 2026-Q2

Fund	Shares	Value	% Tracked	Last move
BlackRock, Inc.	20,949,680	$6.9B	14.4%	—
STATE STREET CORP	15,706,016	$5.2B	10.8%	—
VANGUARD CAPITAL MANAGEMENT LLC	13,886,981	$4.6B	9.6%	—
FMR LLC	10,272,794	$3.4B	7.1%	—
VANGUARD PORTFOLIO MANAGEMENT LLC	8,314,274	$2.7B	5.7%	ADD +54.3%
GEODE CAPITAL MANAGEMENT, LLC	6,320,694	$2.1B	4.4%	—
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	4,241,289	$1.4B	2.9%	—
MORGAN STANLEY	3,826,776	$1.3B	2.6%	—
DIMENSIONAL FUND ADVISORS LP	3,555,980	$1.2B	2.5%	—
JPMORGAN CHASE & CO	3,112,602	$1.0B	2.2%	—

Recent position changes

Fund	Action	Prev	Current	Change	Value
VANGUARD PORTFOLIO MANAGEMENT LLC	ADD	5,390,073	8,314,274	+54.3%	$2.7B
NORGES BANK	NEW	—	2,584,600	—	$853.2M
GQG Partners LLC	NEW	—	2,390,090	—	$789.0M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	DOUBLED	821,884	2,258,732	+174.8%	$745.7M
AustralianSuper Pty Ltd	ADD	936,118	1,294,618	+38.3%	$427.4M
BARCLAYS PLC	ADD	728,650	980,089	+34.5%	$323.5M
AMERICAN CENTURY COMPANIES INC	ADD	593,138	799,839	+34.8%	$264.0M
NORDEA INVESTMENT MANAGEMENT AB	DOUBLED	247,530	676,737	+173.4%	$224.7M
BNP PARIBAS FINANCIAL MARKETS	ADD	444,008	661,587	+49.0%	$218.4M
RAYMOND JAMES FINANCIAL INC	ADD	512,560	655,781	+27.9%	$216.5M

Insider activity

Buying and selling by company executives and directors (SEC Form 4).

15 insiders, 50 transactions. Net -$39.0M — $0.00 bought, $39.0M sold.

Date	Insider	Title	Type	Shares	Price	Value
Sep 30, 2026	Robinson Elizabeth	Director	AWARD	122.72	$356.51	$43.8K
Sep 30, 2026	Jabbour Anthony M	Director	AWARD	65.17	$356.51	$23.2K
Sep 30, 2026	Golden Russell G.	Director	AWARD	129.73	$356.51	$46.3K
Aug 28, 2026	OLIVO MARIA	EVP, ERM & Chief Risk Officer	SELL	6,000	$369.86	$2.2M
Aug 14, 2026	Jabbour Anthony M	Director	AWARD	446	$370.36	$165.2K
Jul 24, 2026	Yin Daniel Tei-Hwa	EVP & Co-Chief Invest. Officer	SELL	7,153	$387.00	$2.8M
Jul 24, 2026	Kurtzman Diane	EVP & Chief HR Officer	EXERCISE	4,164	$132.58	$552.1K
Jul 24, 2026	Kurtzman Diane	EVP & Chief HR Officer	SELL	4,164	$386.71	$1.6M
Jul 24, 2026	Yin Daniel Tei-Hwa	EVP & Co-Chief Invest. Officer	EXERCISE	7,153	$140.85	$1.0M
Jul 22, 2026	BESSETTE ANDY F	EVP and Chief Admin Officer	SELL	100	$368.87	$36.9K

Congressional trades

TRV trades disclosed by members of Congress, with disclosure delay.

4 members · 3 buys / 1 sells

Date	Member	Party	Chamber	Type	Amount	Asset	Disclosed
Jul 2, 2026	John Boozman	R	SENATE	SELL	$1,001 - $15,000	The Travelers Companies Inc	Aug 18, 2026(47d)
Jun 2, 2026	Ro Khanna	D	HOUSE	BUY	$1,001 - $15,000	The Travelers Companies Inc	Jul 8, 2026(37d)
Mar 27, 2026	Alan Armstrong	R	SENATE	BUY	$1,001 - $15,000	The Travelers Companies Inc	Jul 22, 2026(117d)
Feb 20, 2026	Julia Letlow	R	HOUSE	BUY	$1,001 - $15,000	The Travelers Companies Inc	Mar 13, 2026(22d)

Short interest & halts

FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for TRV.

Shares short

6,177,337

Settlement Sep 15, 2026

Change vs prior

+8.0%

Semi-monthly cycle

Days to cover

4.5

At avg daily volume

Of shares outstanding

≈3.0%

Estimate — not % of float

All TRV filing & press-release reports (11)

CLUSTER reportJul 27, 2026
CLUSTER reportJul 25, 2026
8-K reportJul 24, 2026
CLUSTER reportJul 24, 2026
CLUSTER reportJul 24, 2026
8-K reportJul 17, 2026
COURT-RULING reportJul 1, 2026
COURT-RULING reportJun 3, 2026
COURT-RULING reportApr 28, 2026
CLUSTER reportApr 21, 2026
8-K reportApr 16, 2026