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Financial overlay · last 12 quarters
| Quarter | Revenue | Net income | Op income | FCF | Net margin | Op margin |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11.9B | $1.7B | — | $2.2B | 14.3% | — |
| 2025-12-31 | $12.4B | $2.5B | — | $2.7B | 20.1% | — |
| 2025-09-30 | $12.5B | $1.9B | — | $4.2B | 15.1% | — |
| 2025-06-30 | $12.1B | $1.5B | — | $2.3B | 12.5% | — |
| 2025-03-31 | $11.8B | $0.4B | — | $1.4B | 3.3% | — |
Earnings replay · last 20 reports
| Date | EPS actual | EPS est | Surprise |
|---|---|---|---|
| 2026-04-16 | 7.71 | 7.08 | +8.9% |
| 2026-01-21 | 11.06 | 8.92 | +24.0% |
| 2025-10-16 | 8.14 | 6.38 | +27.6% |
| 2025-07-17 | 6.51 | 3.61 | +80.1% |
| 2025-04-16 | 1.91 | 0.77 | +147.7% |
| 2025-01-22 | 8.96 | 6.67 | +34.3% |
| 2024-10-17 | 5.42 | 3.60 | +50.4% |
| 2024-07-19 | 2.51 | 2.00 | +25.6% |
| 2024-04-17 | 4.69 | 4.86 | -3.4% |
| 2024-01-19 | 7.01 | 5.09 | +37.8% |
| 2023-10-18 | 1.95 | 3.07 | -36.5% |
| 2023-07-20 | 0.06 | 2.12 | -97.2% |
| 2023-04-19 | 4.11 | 3.58 | +14.7% |
| 2023-01-24 | 3.40 | 3.40 | — |
| 2022-10-19 | 2.20 | 1.60 | +37.2% |
| 2022-07-21 | 2.57 | 1.97 | +30.2% |
| 2022-04-19 | 4.22 | 3.62 | +16.7% |
| 2022-01-20 | 5.20 | 3.81 | +36.3% |
| 2021-10-19 | 2.60 | 1.94 | +34.0% |
| 2021-07-20 | 3.45 | 2.38 | +44.8% |
Earnings markers are overlaid on the price chart above. Transcript summaries require PERPLEXITY_API_KEY (deferred to a follow-up).
Peer comparison · Financial Services
| Ticker ⇅ | Mkt cap ⇅ | P/E ⇅ | Fwd P/E ⇅ | P/S ⇅ | EV/EBITDA ⇅ | P/B ⇅ | Gross M ⇅ | Rev gr ⇅ | EPS gr ⇅ | FCF yld ⇅ |
|---|---|---|---|---|---|---|---|---|---|---|
| TRV ★ | $62B | 8.7 | 10.2 | 1.3 | 6.1 | 1.9 | 32.9% | 1.0% | 357.6% | 21.43% |
| JPM | $805B | 14.4 | 12.8 | 4.6 | — | 2.3 | — | 12.7% | 17.2% | — |
| V | $596B | 27.3 | 21.1 | 13.9 | 20.2 | 16.8 | 97.8% | 17.1% | 35.5% | 3.50% |
| MA | $417B | 27.3 | 20.7 | 12.3 | 20.2 | 62.2 | 100.0% | 15.8% | 21.2% | 3.88% |
| BAC | $371B | 13.0 | 10.3 | 3.4 | — | 1.4 | — | 8.1% | 24.4% | — |
| WFC | $240B | 12.1 | 9.9 | 3.0 | — | 1.5 | — | 5.7% | 15.1% | — |
| GS | $308B | 19.1 | 16.0 | 5.0 | — | 2.9 | 82.3% | 14.5% | 24.2% | — |
| MS | $332B | 19.1 | 16.6 | 4.5 | — | 3.2 | 87.4% | 16.3% | 31.9% | — |
Auto-seeded from sector. Click any ticker to switch.
Ownership
Top institutional holders
Top-10 concentration: 42.57%
| Holder | Shares | % out |
|---|---|---|
| Blackrock Inc. | 21,633,053 | 10.17% |
| State Street Corporation | 16,133,981 | 7.59% |
| Vanguard Capital Management LLC | 14,050,703 | 6.61% |
| FMR, LLC | 11,999,445 | 5.64% |
| Geode Capital Management, LLC | 5,641,527 | 2.65% |
| Vanguard Portfolio Management LLC | 5,390,073 | 2.53% |
| Massachusetts Financial Services Co. | 4,903,665 | 2.31% |
| JPMORGAN CHASE & CO | 3,726,502 | 1.75% |
| Morgan Stanley | 3,572,486 | 1.68% |
| Dimensional Fund Advisors LP | 3,484,676 | 1.64% |
Insider activity · 90d
No insider trades for TRV in last 90d.
Analyst estimates
yfinanceConsensus: hold (mean 2.57143). Distribution requires FINNHUB_API_KEY.
SEC filings
| Form | Filed | Description | Action |
|---|---|---|---|
| 4 | 2026-05-27 | PRIMARY DOCUMENT | view · |
| 4 | 2026-05-26 | PRIMARY DOCUMENT | view · |
| 8-K | 2026-05-22 | FORM 8-K | view · |
| 8-K | 2026-05-21 | FORM 8-K | view · |
| 13F-HR | 2026-05-11 | Institutional holdings (13F) | view · |
| 4 | 2026-05-01 | PRIMARY DOCUMENT | view · |
| 4 | 2026-04-29 | PRIMARY DOCUMENT | view · |
| 4 | 2026-04-29 | PRIMARY DOCUMENT | view · |
| 4 | 2026-04-27 | PRIMARY DOCUMENT | view · |
| 4 | 2026-04-21 | PRIMARY DOCUMENT | view · |
| 4 | 2026-04-21 | PRIMARY DOCUMENT | view · |
| 4 | 2026-04-21 | PRIMARY DOCUMENT | view · |
| 4 | 2026-04-21 | PRIMARY DOCUMENT | view · |
| 10-Q | 2026-04-16 | 10-Q | view · |
| 8-K | 2026-04-16 | 8-K | view · |
| DEF 14A | 2026-04-07 | DEF 14A | view · |
| 4 | 2026-04-02 | PRIMARY DOCUMENT | view · |
| 4 | 2026-04-02 | PRIMARY DOCUMENT | view · |
| 4 | 2026-02-27 | PRIMARY DOCUMENT | view · |
| 4 | 2026-02-27 | PRIMARY DOCUMENT | view · |
| 4 | 2026-02-26 | PRIMARY DOCUMENT | view · |
| 4 | 2026-02-24 | PRIMARY DOCUMENT | view · |
| 4 | 2026-02-23 | PRIMARY DOCUMENT | view · |
| 4 | 2026-02-23 | PRIMARY DOCUMENT | view · |
| 4 | 2026-02-23 | PRIMARY DOCUMENT | view · |
| 4 | 2026-02-23 | PRIMARY DOCUMENT | view · |
| 4 | 2026-02-20 | PRIMARY DOCUMENT | view · |
| 4 | 2026-02-19 | PRIMARY DOCUMENT | view · |
| 4 | 2026-02-19 | PRIMARY DOCUMENT | view · |
| 4 | 2026-02-19 | PRIMARY DOCUMENT | view · |
| 4 | 2026-02-19 | PRIMARY DOCUMENT | view · |
| 4 | 2026-02-19 | PRIMARY DOCUMENT | view · |
| 4 | 2026-02-19 | PRIMARY DOCUMENT | view · |
| 4 | 2026-02-19 | PRIMARY DOCUMENT | view · |
| 4 | 2026-02-19 | PRIMARY DOCUMENT | view · |
| 4 | 2026-02-19 | PRIMARY DOCUMENT | view · |
| 4 | 2026-02-19 | PRIMARY DOCUMENT | view · |
| 4 | 2026-02-19 | PRIMARY DOCUMENT | view · |
| 4 | 2026-02-19 | PRIMARY DOCUMENT | view · |
| 4 | 2026-02-19 | PRIMARY DOCUMENT | view · |
| 8-K | 2026-02-17 | FORM 8-K | view · |
| 10-K | 2026-02-12 | 10-K | view · |
| 13F-HR | 2026-02-10 | Institutional holdings (13F) | view · |
| 4 | 2026-02-09 | PRIMARY DOCUMENT | view · |
| 4 | 2026-02-09 | PRIMARY DOCUMENT | view · |
| 4 | 2026-02-09 | PRIMARY DOCUMENT | view · |
| 8-K | 2026-02-06 | FORM 8-K | view · |
| 4 | 2026-02-05 | PRIMARY DOCUMENT | view · |
| 4 | 2026-02-05 | PRIMARY DOCUMENT | view · |
| 4 | 2026-02-05 | PRIMARY DOCUMENT | view · |
| 4 | 2026-02-05 | PRIMARY DOCUMENT | view · |
| 4 | 2026-02-05 | PRIMARY DOCUMENT | view · |
| 4 | 2026-02-05 | PRIMARY DOCUMENT | view · |
| 4 | 2026-02-05 | PRIMARY DOCUMENT | view · |
| 4 | 2026-02-05 | PRIMARY DOCUMENT | view · |
| 4 | 2026-02-05 | PRIMARY DOCUMENT | view · |
| 4 | 2026-02-05 | PRIMARY DOCUMENT | view · |
| 4 | 2026-02-05 | PRIMARY DOCUMENT | view · |
| 4 | 2026-02-05 | PRIMARY DOCUMENT | view · |
| 4 | 2026-02-05 | PRIMARY DOCUMENT | view · |
About
The Travelers Companies, Inc., through its subsidiaries, provides a range of commercial and personal property, and casualty insurance products and services to businesses, government units, associations, and individuals in the United States, Canada, and internationally. It operates through three segments: Business Insurance, Bond & Specialty Insurance, and Personal Insurance. The Business Insurance segment offers workers' compensation, commercial automobile and property, general liability, commercial multi-peril, employers' liability, public and product liability, professional indemnity, marine, aviation, commercial property and automobile, onshore and offshore energy, construction, terrorism, personal accident, and kidnap and ransom insurance products. This segment operates through select accounts, which serve small businesses; middle accounts that serve mid-sized businesses; national accounts, which serve large companies; and national property and others that serve large and mid-sized customers, commercial trucking industry, and agricultural businesses, as well as markets and distributes its products through brokers, wholesale agents, and program managers. The Bond & Specialty Ins…