Travelers Companies (TRV)
What the price implies
A reverse DCF: instead of guessing a fair value, it asks what growth today's price already assumes. How it works.
Fundamental grade
Five factors scored 1 to 9 from TRV's latest numbers, weighted into one grade. It describes the business, not whether the stock is a buy.
Key numbers
Results from SEC filings
Fiscal years, from Travelers Companies's 10-K filings. The deep dive has 15+ years, quarters and every line.
| Fiscal year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $34.8B | $36.9B | $41.4B | $46.4B | $48.8B |
| Net income | $3.7B | $2.8B | $3.0B | $5.0B | $6.3B |
| Free cash flow | — | — | — | — | — |
| EPS (diluted) | $14.49 | $11.77 | $12.79 | $21.47 | $27.43 |
| Operating margin | — | — | — | — | — |
Where the revenue comes from
Revenue by regions, fiscal 2025.
Superinvestors who own TRV
From each investor's latest 13F filing (what a 13F shows). 5 of the investors we track hold it.
| Investor | Last quarter | Value | % of portfolio | Quarter |
|---|---|---|---|---|
| Cliff Asness AQR Capital Management |
Added | $937M | 0.33% | Q2 2026 |
| Hersh Cohen ClearBridge Investments |
Added | $928M | 0.77% | Q2 2026 |
| Dodge & Cox Dodge & Cox |
Trimmed | $30M | 0.02% | Q2 2026 |
| Joel Greenblatt Gotham Asset Management |
Trimmed | $27M | 0.06% | Q2 2026 |
| Boykin Curry Eagle Capital Management |
Held | $2M | 0.01% | Q2 2026 |
Insider buying
Open-market purchases by Travelers Companies's executives and directors in the last 12 months, from SEC Form 4 filings. What insider buying tells you.
| Date | Insider | Shares | Price | Value |
|---|---|---|---|---|
| Feb 20, 2026 | Julia Letlow |
0 | $304.80 | — |
| Feb 20, 2026 | Julia Letlow |
0 | $304.80 | — |
| Feb 20, 2026 | Julia Letlow |
0 | $304.80 | — |
| Jan 29, 2026 | Ro Khanna |
0 | $284.23 | — |
| Jan 29, 2026 | Ro Khanna |
0 | $284.23 | — |
| Jan 29, 2026 | Ro Khanna |
0 | $284.23 | — |
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In the full deep dive
Questions
Are Travelers Companies insiders buying the stock?
6 open-market insider purchases of TRV in the last 12 months, from SEC Form 4 filings.
Which superinvestors own Travelers Companies?
5 of the superinvestors Investingly tracks hold TRV in their latest 13F, including Cliff Asness, Hersh Cohen, Dodge & Cox.
Prices and ratios as of Oct 7, 2026; statements from SEC filings. Information only, not investment advice. Superinvestor holdings come from 13F filings, which are filed up to 45 days after each quarter ends.