Travelers (TRV) reported third-quarter 2026 net income of $1.917 billion, or $9.04 per diluted share, compared with $1.888 billion, or $8.24 per diluted share, a year earlier. Total revenue was $12.412 billion, compared with $12.470 billion in the prior-year quarter.
Net written premiums were $11.480 billion, while the consolidated combined ratio improved to 86.8% from 87.3%. The company returned $1.769 billion of capital to shareholders during the quarter, including $1.508 billion in share repurchases.
- Core income was $1.947 billion, or $9.18 per diluted share.
- Underwriting income was $1.432 billion pre-tax.
- Net investment income reached a record $1.098 billion pre-tax, up 6% from a year earlier.
- Year-to-date net income totaled $5.836 billion, or $27.05 per diluted share.
- Travelers repurchased 4.0 million shares at an average price of $376.00 per share.
$TRV Insider Trading Activity
$TRV insiders have traded $TRV stock on the open market 25 times in the past 6 months. Of those trades, 0 have been purchases and 25 have been sales.
Here’s a breakdown of recent trading of $TRV stock by insiders over the last 6 months:
- MICHAEL FREDERICK KLEIN (EVP & President, Personal Ins.) has made 0 purchases and 7 sales selling 26,000 shares for an estimated $8,310,798.
- MOJGAN M LEFEBVRE (EVP & Chief Tech & Ops Officer) has made 0 purchases and 2 sales selling 16,313 shares for an estimated $6,009,327.
- DANIEL S. FREY (EVP & Chief Financial Officer) has made 0 purchases and 2 sales selling 14,037 shares for an estimated $5,169,002.
- DANIEL TEI-HWA YIN (EVP & Co-Chief Invest. Officer) sold 7,153 shares for an estimated $2,768,211
- DIANE KURTZMAN (EVP & Chief HR Officer) has made 0 purchases and 3 sales selling 7,031 shares for an estimated $2,480,240.
- ANDY F BESSETTE (EVP and Chief Admin Officer) has made 0 purchases and 3 sales selling 7,255 shares for an estimated $2,415,345.
- MARIA OLIVO (EVP, ERM & Chief Risk Officer) sold 6,000 shares for an estimated $2,219,145
- AVROHOM J. KESS (Vice Chmn. & Chief Legal Off.) sold 6,735 shares for an estimated $2,079,640
- JEFFREY P. KLENK (EVP & Pres., Bond & Spec. Ins.) sold 6,413 shares for an estimated $1,956,549
- DAVID DONNAY ROWLAND (EVP & Co-Chief Invest. Officer) sold 5,000 shares for an estimated $1,858,440
- PAUL E. MUNSON (SVP & Corp. Controller) sold 1,525 shares for an estimated $564,105
- WILLIAM H HEYMAN (Vice Chairman) has made 0 purchases and 2 sales selling 1,557 shares for an estimated $483,670.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$TRV Hedge Fund Activity
We have seen 828 institutional investors add shares of $TRV stock to their portfolio, and 729 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO added 3,112,602 shares (+inf%) to their portfolio in Q2 2026, for an estimated $1,027,532,172
- CURATED WEALTH PARTNERS LLC removed 2,754,919 shares (-99.9%) from their portfolio in Q3 2026, for an estimated $982,156,172
- GQG PARTNERS LLC added 2,390,090 shares (+inf%) to their portfolio in Q2 2026, for an estimated $789,016,510
- FMR LLC removed 1,726,651 shares (-14.4%) from their portfolio in Q2 2026, for an estimated $570,002,028
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added 1,436,848 shares (+174.8%) to their portfolio in Q2 2026, for an estimated $474,332,261
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 1,426,610 shares (+inf%) to their portfolio in Q2 2026, for an estimated $470,952,493
- BLACKROCK, INC. removed 683,373 shares (-3.2%) from their portfolio in Q2 2026, for an estimated $225,595,094
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$TRV Congressional Stock Trading
Members of Congress have traded $TRV stock 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $TRV stock by members of Congress over the last 6 months:
- SENATOR JOHN BOOZMAN sold up to $15,000 on 07/02.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
