The Travelers Companies (TRV) is up 8.4% today. Here is some analysis on what might have caused this price movement. ([investor.travelers.com](https://investor.travelers.com/home/default.aspx?utm_source=openai))
Analysis: The most likely catalyst is a strong second-quarter earnings report that showed a sharp jump in profit and core earnings. Investors appear to be reacting to lower catastrophe losses, favorable prior-year reserve development, solid underwriting margins, and continued strength in investment income. ([businessinsurance.com](https://www.businessinsurance.com/travelers-profit-jumps-on-lower-cat-losses-strong-investments/?utm_source=openai))
Details:
Sources:
Travelers Investor Relations, SEC, Business Insurance, TradingView
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$TRV Insider Trading Activity
$TRV insiders have traded $TRV stock on the open market 35 times in the past 6 months. Of those trades, 0 have been purchases and 35 have been sales.
Here’s a breakdown of recent trading of $TRV stock by insiders over the last 6 months:
- ALAN D SCHNITZER (Chairman and CEO) has made 0 purchases and 3 sales selling 55,733 shares for an estimated $16,424,516.
- MICHAEL FREDERICK KLEIN (EVP & President, Personal Ins.) has made 0 purchases and 6 sales selling 30,000 shares for an estimated $9,126,019.
- JEFFREY P. KLENK (EVP & Pres., Bond & Spec. Ins.) has made 0 purchases and 2 sales selling 23,125 shares for an estimated $6,632,142.
- MARIA OLIVO (EVP, ERM & Chief Risk Officer) has made 0 purchases and 2 sales selling 20,800 shares for an estimated $6,316,420.
- WILLIAM H HEYMAN (Vice Chairman) has made 0 purchases and 9 sales selling 13,557 shares for an estimated $4,130,425.
- GREGORY C TOCZYDLOWSKI (EVP & President, Business Ins.) sold 12,199 shares for an estimated $3,656,983
- AVROHOM J. KESS (Vice Chmn. & Chief Legal Off.) has made 0 purchases and 2 sales selling 11,491 shares for an estimated $3,508,540.
- ANDY F BESSETTE (EVP and Chief Admin Officer) has made 0 purchases and 4 sales selling 10,255 shares for an estimated $3,096,933.
- DANIEL S. FREY (EVP & Chief Financial Officer) sold 8,000 shares for an estimated $2,395,960
- MOJGAN M LEFEBVRE (EVP & Chief Tech & Ops Officer) sold 5,826 shares for an estimated $1,737,815
- PAUL E. MUNSON (SVP & Corp. Controller) has made 0 purchases and 2 sales selling 3,727 shares for an estimated $1,140,611.
- DIANE KURTZMAN (EVP & Chief HR Officer) has made 0 purchases and 2 sales selling 2,867 shares for an estimated $869,980.
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 721 institutional investors add shares of $TRV stock to their portfolio, and 703 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CURATED WEALTH PARTNERS LLC added 2,756,660 shares (+346314.1%) to their portfolio in Q2 2026, for an estimated $910,028,599
- FMR LLC removed 835,366 shares (-6.5%) from their portfolio in Q1 2026, for an estimated $243,659,554
- AQR CAPITAL MANAGEMENT LLC added 748,066 shares (+43.7%) to their portfolio in Q1 2026, for an estimated $218,195,890
- BLACKROCK, INC. removed 671,358 shares (-3.0%) from their portfolio in Q1 2026, for an estimated $195,821,701
- CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM removed 417,686 shares (-39.6%) from their portfolio in Q1 2026, for an estimated $121,830,652
- AMUNDI added 373,061 shares (+36.6%) to their portfolio in Q1 2026, for an estimated $108,814,432
- VOYA INVESTMENT MANAGEMENT LLC added 371,600 shares (+1055.6%) to their portfolio in Q1 2026, for an estimated $108,388,288
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, 1 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $TRV stock by members of Congress over the last 6 months:
- REPRESENTATIVE JULIA LETLOW purchased up to $15,000 on 02/20.
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.
$TRV Analyst Ratings
Wall Street analysts have issued reports on $TRV in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Cantor Fitzgerald issued a "Overweight" rating on 02/02/2026
- Keefe, Bruyette & Woods issued a "Outperform" rating on 01/23/2026
To track analyst ratings and price targets for $TRV, check out Quiver Quantitative's $TRV forecast page.
$TRV Price Targets
Multiple analysts have issued price targets for $TRV recently. We have seen 16 analysts offer price targets for $TRV in the last 6 months, with a median target of $328.5.
Here are some recent targets:
- Yaron Kinar from Mizuho set a target price of $324.0 on 07/09/2026
- Elyse Greenspan from Wells Fargo set a target price of $334.0 on 07/09/2026
- Ryan Tunis from Cantor Fitzgerald set a target price of $360.0 on 07/09/2026
- Meyer Shields from Keefe, Bruyette & Woods set a target price of $356.0 on 07/08/2026
- Brian Meredith from UBS set a target price of $350.0 on 07/08/2026
- Bob Huang from Morgan Stanley set a target price of $333.0 on 07/08/2026
- Vikram Gandhi from HSBC set a target price of $351.0 on 07/06/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
