Stocklore

The Travelers Companies (TRV)

Insurance · US stock

What changed in recent filings

  • Institutions — 1 new · 2 added · 1 reduced13F · as of end of 2026 Q2

What changed in recent SEC filings — factual, not a buy/sell recommendation.

The Travelers Companies recent earnings releases

Based on SEC filings. The release date is the day the earnings filing (8-K) was accepted; for quarters where that filing was not found, the periodic report filing date is shown.

  • 26Q3Released Oct 16, 2026
    Revenue -0.5% YoY · EPS $9.04
    Released before the open: Oct 15 close → Oct 16 close, the stock moved +1.5% · over the same window, market -1.1% · sector +1.7%
  • 26Q2Released Jul 17, 2026
    Revenue +0.3% YoY · EPS $10.26
    Released before the open: Jul 16 close → Jul 17 close, the stock moved +9.2% · over the same window, market -1.0% · sector +1.2%
  • 26Q1Released Apr 16, 2026
    Revenue +1.0% YoY · EPS $7.78
    Released before the open: Apr 15 close → Apr 16 close, the stock moved -0.2% · over the same window, market +0.2% · sector +0.4%
  • 25Q4Released Jan 21, 2026
    Revenue +3.5% YoY · EPS $10.98
    Released before the open: Jan 20 close → Jan 21 close, the stock moved +1.1% · over the same window, market +1.2% · sector -0.2%

The next earnings release is estimated around Jan 20, 2027 (calculated from how long this company has taken between quarter end and filing; it is not a date announced by the company).

Institutions holding The Travelers Companies

How many of the institutions we track reported holding this stock, quarter by quarter.

max 8
2019 Q1 · 62019 Q2 · 52019 Q3 · 62019 Q4 · 72020 Q1 · 52020 Q2 · 52020 Q3 · 52020 Q4 · 42021 Q1 · 42021 Q2 · 32021 Q3 · 42021 Q4 · 62022 Q1 · 62022 Q2 · 52022 Q3 · 52022 Q4 · 52023 Q1 · 82023 Q2 · 72023 Q3 · 72023 Q4 · 62024 Q1 · 52024 Q2 · 52024 Q3 · 52024 Q4 · 72025 Q1 · 52025 Q2 · 52025 Q3 · 52025 Q4 · 52026 Q1 · 52026 Q2 · 5
19 Q122 Q326 Q2

2019 Q1: 6 → 2026 Q2: 5 institutions

Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.

Which institutions hold The Travelers Companies

Institutions we track that reported holding this stock in their most recent 13F.

  • National Pension Service (Korea)0.17% of portfolio · held as of 2019 Q1 or earlier
  • Dodge & Cox0.02% of portfolio · held as of 2019 Q1 or earlier
  • Bridgewater Associates0.05% of portfolio · since 2021 Q4
  • Caisse de depot (Quebec)0.19% of portfolio · since 2025 Q2
  • GQG PartnersNew this quarter1.47% of portfolio · since 2026 Q2

Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.

Q2 2026 13F recap — stocks several institutions bought and sold together →

Company overview

The Travelers Companies, Inc. is a property and casualty insurance company that provides coverage for auto, home, and business needs. The company serves individuals, businesses, government units, and associations through a broad range of commercial and personal insurance products and related services. Its operations are organized around Business Insurance, Bond & Specialty Insurance, and Personal Insurance, with offerings that address risks such as liability, property damage, workers’ compensation, commercial vehicles, and specialty exposures. The Travelers Companies, Inc. plays a significant role in the insurance market by helping customers manage everyday and enterprise-level risk across multiple industries and customer segments. Its business model is centered on underwriting, pricing, and servicing insurance policies that support financial protection and continuity for policyholders.

What is the Insurance sector?

Life, property, and reinsurance. Benefits from rising rates and premium increases.

The Travelers Companies is classified under the Insurance sector. See peers below.

The Travelers Companies key financials

Based on SEC filings · as of Sep 30, 2026

Tap a metric name to see its meaning in the glossary.

The Travelers Companies vs Insurance sector benchmark

Median of 12 representative sector stocks · SEC filings · factual comparison (not advice)

Revenue growth (YoY)
1.1%vs benchmark 7.3%↓ below
Net margin
17.0%vs benchmark 14.6%↑ above
ROE
19.1%vs benchmark 13.2%↑ above

A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.

TRV segment revenue mix trend

Quarterly change in segment revenue share · verified from SEC filings

Dec '24Dec '25
United States 95%Canada 3%Other Non-U.S. 2%

TRV on Stocklore

  • Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
  • Sector-relative metrics — Valuation and growth compared with the Insurance average
See full TRV analysis →

Peers · Insurance

TRV FAQ

What is The Travelers Companies (TRV)?

The Travelers Companies, Inc. is a property and casualty insurance company that provides coverage for auto, home, and business needs. The company serves individuals, businesses, government units, and associations through a broad range of commercial and personal insurance products and related services. Its operations are organized around Business Insurance, Bond & Specialty Insurance, and Personal Insurance, with offerings that address risks such as liability, property damage, workers’ compensation, commercial vehicles, and specialty exposures. The Travelers Companies, Inc. plays a significant role in the insurance market by helping customers manage everyday and enterprise-level risk across multiple industries and customer segments. Its business model is centered on underwriting, pricing, and servicing insurance policies that support financial protection and continuity for policyholders.

What sector is The Travelers Companies in?

The Travelers Companies is classified under Insurance. Life, property, and reinsurance. Benefits from rising rates and premium increases.

What are The Travelers Companies's key financials?

As of Sep 30, 2026 in SEC filings: Revenue growth (YoY) 1.1%, Net margin 17.0%, ROE 19.1%. Definitions and interpretation are available on Stocklore.

Where can I analyze The Travelers Companies (TRV) stock?

On Stocklore you can see TRV's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

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