Lido Advisors LLC Has $5.05 Million Stock Position in The Travelers Companies, Inc. $TRV

Posted by Amy Steele on Jul 25th, 2026

Lido Advisors LLC lifted its holdings in shares of The Travelers Companies, Inc. (NYSE:TRV – Free Report) by 9.4% in the 1st quarter, HoldingsChannel reports. The fund owned 17,324 shares of the insurance provider’s stock after purchasing an additional 1,484 shares during the period. Lido Advisors LLC’s holdings in Travelers Companies were worth $5,054,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently made changes to their positions in the company. HHM Wealth Advisors LLC lifted its holdings 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 in the last quarter. Osterweis Capital Management Inc. grew its holdings in Travelers Companies by 1,820.0% during the second quarter. Osterweis Capital Management Inc. now owns 96 shares of the insurance provider’s stock worth $26,000 after buying an additional 91 shares in the last quarter. Kemnay Advisory Services Inc. bought a new stake in Travelers Companies during the fourth quarter worth $26,000. Whipplewood Advisors LLC purchased a new stake in Travelers Companies in the 1st quarter valued at $26,000. Finally, Kohmann Bosshard Financial Services LLC purchased a new stake in Travelers Companies in the 4th quarter valued at $28,000. Institutional investors and hedge funds own 82.45% of the company’s stock.

Travelers Companies Stock Up 2.9%

TRV stock opened at $387.42 on Friday. The stock’s fifty day simple moving average is $322.06 and its two-hundred day simple moving average is $304.48. The company has a current ratio of 0.33, a quick ratio of 0.35 and a debt-to-equity ratio of 0.27. The Travelers Companies, Inc. has a 1-year low of $252.26 and a 1-year high of $389.11. The stock has a market cap of $80.80 billion, a P/E ratio of 10.38, a P/E/G ratio of 3.76 and a beta of 0.46.

Travelers Companies (NYSE:TRV – Get Free Report) last announced its quarterly earnings data on Friday, July 17th. The insurance provider reported $10.04 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $5.41 by $4.63. Travelers Companies had a return on equity of 25.41% and a net margin of 16.95%.The firm had revenue of $12.15 billion during the quarter, compared to the consensus estimate of $11.26 billion. During the same quarter in the prior year, the company earned $6.51 EPS. The business’s revenue for the quarter was up .3% on a year-over-year basis. Analysts expect that The Travelers Companies, Inc. will post 32.15 EPS for the current year.

Travelers Companies Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Wednesday, September 30th. Investors of record on Thursday, September 10th will be given a dividend of $1.25 per share. The ex-dividend date is Thursday, September 10th. This represents a $5.00 annualized dividend and a yield of 1.3%. Travelers Companies’s dividend payout ratio is presently 13.39%.

Analyst Ratings Changes

TRV has been the topic of a number of analyst reports. UBS Group lifted their price objective on shares of Travelers Companies from $314.00 to $350.00 and gave the stock a “neutral” rating in a report on Wednesday, July 8th. Evercore set a $329.00 target price on shares of Travelers Companies and gave the company an “in-line” rating in a report on Friday, July 10th. Roth Capital raised their price target on shares of Travelers Companies from $345.00 to $425.00 and gave the company a “buy” rating in a research report on Tuesday. Keefe, Bruyette & Woods restated a “market perform” rating and set a $356.00 price target (up from $342.00) on shares of Travelers Companies in a report on Wednesday, July 8th. Finally, Weiss Ratings reaffirmed a “buy (a-)” rating on shares of Travelers Companies in a research report on Friday, May 8th. Three equities research analysts have rated the stock with a Strong Buy rating, four have given a Buy rating, fourteen have given a Hold rating and five have given a Sell rating to the company. According to MarketBeat, the stock presently has an average rating of “Hold” and a consensus price target of $354.26.

Get Our Latest Research Report on Travelers Companies

More Travelers Companies News

Here are the key news stories impacting Travelers Companies this week:

Positive Sentiment: Analyst coverage remained constructive, with Morgan Stanley and other firms highlighting potential upside, while a recent Zacks note said Travelers’ shares hit a 52-week high and questioned whether the run can continue. Morgan Stanley Forecasts Strong Price Appreciation for Travelers Companies (NYSE:TRV) Stock The Travelers Companies, Inc. (TRV) Hit a 52 Week High, Can the Run Continue?
Positive Sentiment: AM Best assigned an “a+” issue credit rating with a stable outlook to Travelers’ new $750 million senior unsecured notes, signaling confidence in the company’s credit quality and access to capital. AM Best Assigns Issue Credit Rating to The Travelers Companies, Inc. New Senior Unsecured Notes
Positive Sentiment: Travelers priced $750 million of 4.95% senior notes due 2031, which adds funding for general corporate purposes and appears manageable given the company’s strong balance sheet. Travelers Companies Prices $750 Million Senior Notes Offering
Neutral Sentiment: Mizuho raised its price target to $343 from $324 but kept a neutral rating, suggesting the stock may have already moved ahead of near-term fundamentals. Mizuho price target update
Negative Sentiment: Reports that several top Travelers executives sold company stock could weigh on sentiment, even if the transactions were routine. Top Travelers Executives Quietly Unload Millions in Company Stock
Negative Sentiment: Deutsche Bank and UBS both reiterated hold-type views, reinforcing that some analysts see limited upside after the recent rally. Deutsche Bank Sticks to Its Hold Rating for Travelers Companies (TRV) UBS Releases a Hold Rating on Travelers Companies (TRV)

Insider Activity at Travelers Companies

In other Travelers Companies news, insider Avrohom J. Kess sold 6,735 shares of Travelers Companies stock in a transaction dated Tuesday, April 28th. The shares were sold at an average price of $308.78, for a total value of $2,079,633.30. Following the sale, the insider owned 48,737 shares of the company’s stock, valued at approximately $15,049,010.86. The trade was a 12.14% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Vice Chairman William H. Heyman sold 1,557 shares of the business’s stock in a transaction dated Tuesday, April 28th. The shares were sold at an average price of $310.64, for a total transaction of $483,666.48. Following the completion of the transaction, the insider owned 259,590 shares in the company, valued at approximately $80,639,037.60. The trade was a 0.60% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 18,292 shares of company stock worth $5,639,800. 1.39% of the stock is owned by company insiders.

About Travelers Companies

(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.