TRV Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

03
Price $360.38
Market Cap (MRQ) $75.18B
P/E (TTM) 9.7
EPS (TTM) $37.24
Revenue (TTM) $48.98B
Div Yield 1.3%
ROE (TTM) 26.5%
Debt/Equity 0.0
52W Range $252–$399

TRV Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

04
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Stock splits 2
Ex-date Split Type
May 12, 1998 2-for-1 Forward
June 7, 1994 2-for-1 Forward

About The Travelers Companies, Inc. Common Stock Company overview from Wikipedia

05 · wikidata

The Travelers Companies, Inc., commonly known as Travelers, is an American multinational insurance company. It is the second-largest writer of U.S. commercial property and casualty insurance, and the sixth-largest writer of U.S. personal insurance through independent agents. Travelers is incorporated in Minnesota, with headquarters in New York City, and its largest office in Hartford, Connecticut. It has been a component of the Dow Jones Industrial Average since June 8, 2009.

The company has field offices in every U.S. state, plus operations in the United Kingdom, Ireland, Singapore, China, Canada, and Brazil. Travelers ranked No. 98 in the 2021 Fortune 500 list of the largest United States corporations with total revenue of $32 billion.

History

The main predecessor companies of The Travelers Companies, Inc. are The St. Paul Companies, Inc. and Travelers Property Casualty Corporation.

Saint Paul Fire and Marine Insurance Co. was founded March 5, 1853, in Saint Paul, Minnesota, to serve local customers in lieu of waiting for claim payments from insurance companies on the east coast. It barely survived the Panic of 1857 by dramatically paring down its operations and later reorganizing itself into a stock company (as opposed to a mutual company). It then spread its operations across the country.

In 1998 it acquired USF&G, known formerly as United States Fidelity and Guaranty Company, an insurance company based in Baltimore, Maryland, for $3.9 billion in stock and assumed debt. By buying USF&G, it went from the 13th to the eighth largest property and casualty insurance company in the United States. Through economies of scale between the two companies, and a difficult business environment, it downsized the company substantially over the coming years by selling certain business units to focus on more profitable business units.

The Travelers Insurance Company was founded in Hartford by James G. Batterson, a stone contractor who became aware for the first time of accident insurance for travelers (i.e., an early form of travel insurance) while traveling in England in 1859 from Leamington to London. His railway ticket included accidental death insurance coverage up to the amount of £1,000, and lesser indemnities for non-fatal injuries. Batterson visited the London and Paris offices of European insurers to learn about the accident insurance business, then went home to Hartford and raised $500,000 in capital to launch a company to provide accident insurance to American travelers.

Travelers obtained its official state charter on June 17, 1863. The company did not issue its first regular insurance policy until April 5, 1864, but informally entered into its first insurance agreement a month earlier. On March 1, 1864, local banker James Bolter jokingly inquired of Batterson how much it would cost to insure him up to $5,000 for accidental death for the journey from the post office to his home. Batterson replied, "Two cents," which Bolter promptly tendered; those coins have been kept by Travelers ever since.

Travelers's original state charter only authorized the company to insure travelers "against loss of life or personal injury while journeying by railway or steamboat". Within a year, this was amended to allow for insurance against accidents of all kinds, and then life insurance was added the next year. The company later expanded into many other lines of insurance.

Travelers's official launch in 1864 touched off a short-lived craze for travel insurance; approximately 70 competitors were founded during the next few months and competition was ferocious. Travelers eventually acquired and absorbed all of them.

One problem with starting in travel insurance is that it was a tiny and novel niche product in the nineteenth century. Most people either did not travel or did not travel often, at a time when the news media was full of frightening stories of rail and steamship accidents. From its founding, Travelers attempted to expand its coverage beyond travel to cover other types of accidents. To sell its strange new kind of insurance, Travelers advertised heavily in popular publications like Harper's Weekly and published its own magazine, The Travelers Record, to share stories of policyholders whose claims had been promptly paid. Although Travelers became the industry leader, accident insurance remained a niche product during the 19th century in comparison to more established products like life insurance. For example, Travelers reported that it had grown from writing about 10,000 policies in 1865 to about 77,000 in 1889, but American life insurers in 1889 wrote just under 4 million policies.

The original company logo was a knight's suit of armor. The red umbrella first appeared in Travelers advertising as early as 1870, but at that time was not yet the official logo. The company changed its official logo from a suit of armor to the Travelers Tower in 1920, and then replaced that with the red umbrella in 1959.

During the 20th century, Travelers was responsible for many insurance industry firsts, including the first automobile policy (1897), the first air travel policy (1919), and the first space travel policy (late 1960s, for astronauts in the Apollo program). In 1954, the company established the world's first privately owned weather research facility, the Travelers Weather Research Center, the first organization to make weather predictions using probabilities ("20% chance of rain").

By the early 1990s, Travelers was predominantly a general property and casualty insurer that also happened to do some travel insurance on the side, and in February 1994, Travelers quietly exited its original travel insurance business by selling the unit to a retiring Travelers executive. The resulting company is now known as Travel Insured International, a Crum and Forster Company.

In the 1990s, Travelers went through a series of mergers and acquisitions. It was bought by Primerica in December 1993, but the resulting company retained the Travelers name. In 1995, it became The Travelers Group. It bought Aetna's property and casualty insurance business in 1996.

In 1997, Travelers Group acquired investment bank Salomon Brothers.

In April 1998, the Travelers Group merged with Citicorp to form Citigroup. However, the synergies between the banking and insurance arms of the company did not work as well as planned, so Citigroup spun off Travelers Property and Casualty into a subsidiary company in 2002, although it kept the red umbrella logo. Three years later, Citigroup sold Travelers Life & Annuity to MetLife. In 2003, Travelers bought renewal rights for Royal & SunAlliance Personal Insurance and Commercial businesses.

In 2004, the St. Paul and Travelers Companies merged and renamed itself St. Paul Travelers, with its headquarters set in St. Paul, Minnesota. In August of that year, it was charged with making misleading statements in connection with the merger. Despite many assurances from CEO Jay Fishman that the newly formed company would retain the St. Paul name, the corporate name only lasted until 2007, when the company repurchased the rights to the famous red umbrella logo from Citigroup and readopted it as its main corporate symbol, while also changing the corporate name to The Travelers Companies. In 2009, Travelers designated its New York City office as its headquarters for legal purposes, but as a practical matter, the company considers its "executive offices" to be New York City, Hartford, and St. Paul, of which Hartford is by far the largest.

Many of Travelers' ancestor companies, such as St. Paul and USF&G, are technically still around today, and still write policies and accept claims in their own names (under the overarching Travelers brand name). As is typical of most insurers in the United States, Travelers never dissolved the various companies it acquired, but simply made them wholly owned subsidiaries and trained its employees to act on behalf of those subsidiaries. This is a common risk management strategy used by U.S. insurance groups. If any one company in the group gets hit with too many claims, the situation can be easily contained to that one company (which is placed in runoff and allowed to run its policies to completion), while the remainder of the group continues to operate normally.

In November 2010, Travelers entered into a joint venture agreement under which the company would invest in J. Malucelli Participações em Seguros e Resseguros S.A., the market leader in the surety insurance business in Brazil. The transaction closed in June 2011 with Travelers acquiring a 43.4 percent interest. Travelers' investment in newly issued shares significantly increased J. Malucelli's capital level, positioning it for substantial growth in Brazil. At the time, Travelers had the option to increase its investment to retain a 49.5 percent interest, which the company later did in 2012.

In June 2013, Travelers announced the acquisition of Dominion of Canada General Insurance Company from E-L Financial Corporation Limited (TSX: ELF). The transaction later closed in November 2013. The combined organization, referred to as Travelers Canada, remains headquartered in Toronto.

The company's joint venture with J. Malucelli in Brazil completed the acquisition of a majority interest in Cardinal Compañía de Seguros, a Colombian start-up surety provider in September 2015. The business, which is based in Bogotá, operates under the co-branded name J. Malucelli Travelers.

In October 2015, Travelers acquired a majority interest in the property casualty business of its J. Malucelli joint venture in Brazil. J. Malucelli commenced writing property casualty business in 2012. The property casualty business operates under the Travelers brand and focuses on property, general liability, construction and financial insurance products. The business is based in São Paulo.As a result of the transaction, Travelers now owns 95 percent of the property casualty business with Paraná Banco, the parent company of J. Malucelli, retaining a five percent interest. Travelers' interest in the surety business of the J. Malucelli joint venture remains at 49.5 percent.

In March 2017, Travelers agreed to acquire UK-based Simply Business from Aquiline Capital Partners for approximately $490 million. Simply Business is a leading U.K. distributor of small business insurance policies, offering products online on behalf of a broad panel of carriers. It has more than 425,000 microbusiness customers covering more than 1,000 classes of business, and was named "Best Company to Work For" by The Sunday Times in 2015 and 2016. The transaction adds to Travelers' digital capabilities.

In 2018, Travelers ranked 106 on the Fortune 500 list of largest U.S. companies. On June 8, 2009, Travelers replaced its former parent Citigroup on the Dow Jones Industrial Average.

On August 4, 2015, the company announced that Alan Schnitzer would succeed Jay Fishman as chief executive officer effective December 1, 2015.

On August 4, 2017, Travelers completed its previously announced acquisition of Simply Business, a leading provider of small business insurance policies in the United Kingdom.

On August 15, 2018, Travelers acquired the majority stake of Zensurance, a digital business insurance brokerage in Canada.

On May 27, 2025, Travellers announced it would sell the Canadian personal insurance business and the majority of the commercial insurance business of Travelers Canada to Economical Insurance for approximately US$2.4 billion.

Business model and products

Travelers provides commercial and personal property and casualty insurance products and services to businesses, government units, associations, and individuals. The company offers insurance through three segments:

Personal Insurance, which includes home, auto and other insurance products for individuals

Business Insurance, which includes a broad array of property and casualty insurance and insurance-related services in the United States

Bond and Specialty Insurance, which includes surety, crime, and financial liability businesses which primarily use credit-based underwriting processes, as well as property and casualty products that are predominantly marketed on an international basis.

Alleged anticompetitive practices

In January 2007, Travelers agreed to pay US$77 million to six states to settle a class action suit and end investigations into its insurance practices. The charges involved paying the insurance broker Marsh & McLennan Companies contingent commissions to win business without the knowledge of clients, thus creating a conflict of interest. Additionally, the investigation examined whether Travelers had created the illusion of competition by submitting fake bids, thus misleading clients into believing they were receiving competitive commercial premiums.

National Football League lawsuit

In August 2012, Travelers sued the National Football League for forcing the company and its subsidiaries to pay to defend the league for failing to protect players from brain injury, in a case filed in the New York State Supreme Court. The league had sued over three dozen insurance companies the week before in an attempt to cover the claims that players made against the league.

Advertising

The logo of the red umbrella was created in 1870 when it appeared in a newspaper ad for the insurance company. It was revived in the early 1960s, when it was given its signature red color by Harry W. Knettell, then the account executive for The Travelers and Vice President at the Charles Brunelle advertising agency. During the late 1960s Charles Brunelle was the largest advertising agency in Hartford, a city known as "the insurance capital of the world," "the Hollywood of insurance," or "America's file cabinet" due to the many insurance companies in that town. The Travelers was one of their many insurance company clients.

In 2006, a Travelers commercial titled Snowball was nominated for an Emmy. Snowball featured a man, walking down a steep San Francisco sidewalk, who trips and knocks over a table of items at a garage sale. The man and the items roll down the street, forming a ball which gathers garbage cans, pedestrians, construction materials, motorcycles, light poles, and other items, in a manner very reminiscent of the "snowball" effect or the cult video game Katamari Damacy. The creators of the ad said it was simply based on the snowball effect, that they had never heard of the game, and were surprised by the resulting similarity.

In 2007, the company secured naming rights for an annual golf event to be called the Travelers Championship golf tournament, formerly the Greater Hartford Open, on the PGA Tour.

In April 2008, The Travelers repurchased the rights to the famous red umbrella, which is featured in several commercials starring Paul Freeman as well as other advertisements. In July 2008, the spot "Delivery," also starring Freeman, was nominated for an Emmy Primetime Emmy Award for Outstanding Commercial.

Current and former executives

Edward Budd, former Travelers Chairman & CEO

Robert I. Lipp, former Travelers CEO

Joe Plumeri, former Travelers Vice Chairman, former Chairman & CEO of Willis Group Holdings, and owner of the Trenton Thunder

Sandy Weill, former Travelers Chairman & CEO

Jay S. Fishman, former Travelers Chairman & CEO

Lisa Caputo, Current Chief Marketing & Communications Officer, former press secretary for Hillary Clinton

Alan Schnitzer, Current President & CEO

Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗

Wikidata ↗

sectorFinancials industryInsurance employees34,000 countryUS

10-Year Performance Revenue, net income, margins and EPS trends

06
Revenue$48.83B
2016-12-31 → 2025-12-31
EPS$27.43
2016-12-31 → 2025-12-31
Net margin17.0%
2016-12-31 → 2025-12-31
Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric 5Y trend TRV 5Y avg Peer Median Verdict
P/E (TTM) 9.75Y avg ≈12.7 ≈12.7 10.8 Undervalued
P/S (TTM) 1.55Y avg ≈1.2 ≈1.2 1.5 Fair value
P/B (MRQ) 2.35Y avg ≈1.8 ≈1.8 1.8 Overvalued
EV / EBITDA 111.65Y avg ≈64.2 ≈64.2 · ·
Price / Cash Flow 7.25Y avg ≈5.9 ≈5.9 7.4 Undervalued
EV / Revenue 1.65Y avg ≈1.1 ≈1.1 · ·
Price / Tangible Book (MRQ) 2.35Y avg ≈2.1 ≈2.1 · ·
PEG Ratio ≈0.5 · · ·

Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.

value · ≈ 5Y avg · industry median · verdict relative to median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

13
Dividend Yield1.3%
Payout Ratio15.6%
Annualized Payout≈$5.00Paid quarterly
5Y Div CAGR≈5.3%Per share, split-adjusted
Growth Streak≈21Consecutive years of dividend growth
Ex-dateAmountCurrencyYield
Sep 10, 2026$1.25USD≈1.3%
Jun 10, 2026$1.25USD≈1.5%
Mar 10, 2026$1.10USD≈1.5%
Dec 10, 2025$1.10USD≈1.6%
Sep 10, 2025$1.10USD≈1.6%
Jun 10, 2025$1.10USD≈1.6%
Mar 10, 2025$1.05USD≈1.6%
Dec 10, 2024$1.05USD≈1.7%
Sep 10, 2024$1.05USD≈1.7%
Jun 10, 2024$1.05USD≈1.9%
Mar 7, 2024$1.00USD≈1.8%
Dec 7, 2023$1.00USD≈2.2%
Sep 7, 2023$1.00USD≈2.4%
Jun 8, 2023$1.00USD≈2.2%
Mar 9, 2023$0.93USD≈2.1%
Dec 8, 2022$0.93USD≈2.0%
Sep 8, 2022$0.93USD≈2.2%
Jun 9, 2022$0.93USD≈2.1%
Mar 9, 2022$0.88USD≈2.1%
Dec 9, 2021$0.88USD≈2.3%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

14
Avg Surprise 60.3%
Next Report Oct 16, 2026
PeriodReportEPS ActualEPS EstSurprise
June 30, 2026 Jul 17, 2026 $10.04 $5.47 83.4%
March 31, 2026 $7.71 $7.15 7.9%
Dec. 31, 2025 $11.13 $8.94 24.6%
Sept. 30, 2025 $8.14 $6.41 27.0%
June 30, 2025 $6.51 $3.70 76.2%
March 31, 2025 $1.91 $0.79 142.7%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

15
Income Statement 12
Metric Trend 202520242023202220212020201920182017201620152014
Revenue $48.83B$46.42B$41.36B$36.88B$34.82B$31.98B$31.58B$30.28B$28.90B$27.62B$26.82B$27.17B
SG&A Expense $6.12B$5.82B$5.18B$4.81B$4.68B$4.51B$4.37B$4.30B$4.17B$4.15B$4.09B$3.96B
Operating Income ···········$3.64B
Interest Expense $425M$392M$376M$351M$340M$339M$344M$352M$369M$363M$373M$369M
Pretax Income $7.80B$6.18B$3.37B$3.35B$4.46B$3.24B$3.14B$2.96B$2.73B$4.05B$4.74B$5.09B
Income Tax $1.51B$1.18B$380M$512M$796M$540M$516M$438M$674M$1.04B$1.30B$1.40B
Net Income $6.29B$5.00B$2.99B$2.84B$3.66B$2.70B$2.62B$2.52B$2.06B$3.01B$3.44B$3.69B
EPS (Basic) $27.83$21.76$12.93$11.91$14.63$10.56$10.01$9.37$7.39$10.39$10.99$10.82
EPS (Diluted) $27.43$21.47$12.79$11.77$14.49$10.52$9.92$9.28$7.33$10.28$10.88$10.70
Shares (Basic) 224,200,000228,000,000229,700,000237,000,000248,500,000253,500,000260,000,000267,400,000276,000,000288,100,000310,600,000338,800,000
Shares (Diluted) 227,600,000231,100,000232,200,000239,700,000250,800,000254,600,000262,300,000269,800,000278,600,000291,000,000313,900,000342,500,000
EBITDA $680M$715M$722M$826M$870M$789M$763M$803M$813M··$3.64B
Balance Sheet 14
Metric Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents $842M$699M$650M$799M$761M$721M$494M$373M$344M$307M$380M$374M
Goodwill $4.07B$4.23B$3.98B$3.95B$4.01B$3.98B$3.96B$3.94B$3.95B$3.58B$3.57B$3.61B
Intangibles $336M$360M$277M$287M$306M$317M$330M$345M$342M$268M$279M$304M
Total Assets $143.71B$133.19B$125.98B$115.72B$120.47B$116.76B$110.12B$104.23B$103.48B$100.25B$100.18B$103.08B
Short-term Debt $100M$100M$100M$100M$100M$100M$100M$100M$100M$100M$100M$100M
Deferred Tax ···$0$289M$558M$137M$0····
Total Liabilities $110.81B$105.33B$101.06B$94.16B$91.58B$87.56B$84.18B$81.34B$79.75B$77.02B$76.59B$78.24B
Total Debt $100M$100M$100M$100M$100M$100M$100M$100M$100M$100M$100M$5.96B
Retained Earnings $54.93B$49.63B$45.59B$43.52B$41.55B$38.77B$36.98B$35.20B$33.46B$32.20B$29.95B$27.25B
Treasury Stock $45.45B$42.25B$41.10B$40.08B$38.02B$35.81B$35.14B$33.59B$32.27B$30.83B$28.36B$25.14B
AOCI $-2.50B$-4.97B$-4.47B$-6.45B$1.19B$2.50B$640M$-1.86B$-343M$-755M$-157M$880M
Stockholders' Equity $32.89B$27.86B$24.92B$21.56B$28.89B$29.20B$25.94B$22.89B$23.73B$23.22B$23.60B$24.84B
Liabilities + Equity $143.71B$133.19B$125.98B$115.72B$120.47B$116.76B$110.12B$104.23B$103.48B$100.25B$100.18B$103.08B
Shares Outstanding 217,500,000226,600,000228,200,000232,100,000241,200,000252,400,000255,500,000263,600,000271,400,000279,600,000295,900,000322,200,000
Cash Flow 12
Metric Trend 202520242023202220212020201920182017201620152014
D&A $680M$715M$722M$826M$870M$789M$763M$803M$813M$826M$818M·
Deferred Tax $231M$-155M$-124M$-229M$64M$-31M$-43M$-35M$279M$111M$119M$143M
Amort. of Intangibles $20M$21M$12M$13M$14M$14M$15M$17M$13M$11M$26M$46M
Other Non-cash $3.41B$3.52B$4.12B$3.03B$2.68B$3.06B$1.86B$1.09B$614M···
Operating Cash Flow $10.61B$9.07B$7.71B$6.46B$7.27B$6.52B$5.21B$4.38B$4.15B$4.47B$3.43B$3.69B
Investing Cash Flow $-7.65B$-7.26B$-6.82B$-3.73B$-5.20B$-4.89B$-2.90B$-2.33B$-2.20B$-1.73B$317M·
Stock Repurchased $3.00B$1.00B$958M$2.00B$2.16B$625M$1.50B$1.27B$1.38B$2.40B$3.15B$3.27B
Net Stock Activity $-3.00B$-1.00B$-958M$-2.00B$-2.16B$-625M$-1.50B$-1.27B$-1.38B$-2.40B$-3.15B·
Dividends Paid $979M$951M$908M$875M$869M$861M$844M$814M$785M$757M$739M$729M
Financing Cash Flow $-2.66B$-1.75B$-1.05B$-2.67B$-2.04B$-1.42B$-2.19B$-2.01B$-1.92B$-2.81B$-3.73B·
Net Change in Cash $314M$49M$-149M$38M$40M$227M$121M$29M$37M···
Taxes Paid $1.27B$1.31B$201M$817M$707M$578M$428M$408M$514M$892M$1.21B$1.15B
Profitability 7
Metric Trend 202520242023202220212020201920182017201620152014
Operating Margin ···········13.4%
Net Margin 12.9%10.8%7.2%7.7%10.5%8.4%8.3%8.3%7.1%10.9%12.8%13.6%
Pretax Margin 16.0%13.3%8.2%9.1%12.8%10.1%9.9%9.8%9.4%14.7%17.7%18.7%
EBITDA Margin 1.4%1.5%1.8%2.2%2.5%2.5%2.4%2.6%2.8%··13.4%
ROA 4.5%3.9%2.5%2.4%3.1%2.4%2.5%2.4%2.0%3.0%3.4%3.6%
ROE 20.6%18.0%13.3%13.7%12.8%9.4%10.2%11.1%8.7%12.7%14.4%14.7%
ROIC ···········8.6%
Liquidity & Solvency 2
Metric Trend 202520242023202220212020201920182017201620152014
Debt / Equity 0.00.00.00.00.00.00.00.00.00.00.00.2
LT Debt / Equity ···········0.2
Efficiency 1
Metric Trend 202520242023202220212020201920182017201620152014
Asset Turnover 0.40.40.30.30.30.30.30.30.30.30.30.3
Per Share 6
Metric Trend 202520242023202220212020201920182017201620152014
Book Value / Share $151.24$122.97$109.21$92.89$119.76$115.69$101.54$86.85$87.44$83.05$79.75$77.08
Revenue / Share $214.53$200.88$178.14$153.88$138.82$125.61$120.40$112.24$103.74$94.93$85.38$79.31
Cash Flow / Share $46.60$39.26$33.21$26.97$29.00$25.60$19.84$16.23$13.50$14.44$10.94$10.78
Cash / Share $3.87$3.08$2.85$3.44$3.16$2.86$1.93$1.42$1.27$1.10$1.28$1.16
Dividend / Share ········$2.83$2.62$2.38$2.15
EPS (TTM) $27.43$21.47$12.79$11.77$14.49$10.52$9.92$9.28$7.33$10.28$10.88$10.70
Growth Rates 10
Metric Trend 202520242023202220212020201920182017201620152014
Revenue YoY 5.2%12.2%12.2%5.9%8.9%·······
Revenue CAGR 3Y 9.8%10.1%8.9%·········
Revenue CAGR 5Y 8.8%···········
EPS YoY 27.8%67.9%8.7%-18.8%37.7%·······
EPS CAGR 3Y 32.6%14.0%6.7%·········
EPS CAGR 5Y 21.1%···········
Net Income YoY 25.8%67.1%5.2%-22.4%35.8%·······
Net Income CAGR 3Y 30.3%10.9%3.5%·········
Net Income CAGR 5Y 18.4%···········
Dividends Paid CAGR 5Y 2.6%···········
Valuation (TTM) 15
Metric Trend 202520242023202220212020201920182017201620152014
Revenue TTM $48.83B$46.42B$41.36B$36.88B$34.82B$31.98B$31.58B$30.28B$28.90B$27.62B$26.82B$27.17B
Net Income TTM $6.29B$5.00B$2.99B$2.84B$3.66B$2.70B$2.62B$2.52B$2.06B$3.01B$3.44B$3.69B
Market Cap $63.09B$54.59B$43.47B$43.52B$37.73B$35.43B$34.99B$31.57B$36.81B$34.23B$33.40B$34.10B
Enterprise Value $62.35B$53.99B$42.92B$42.82B$37.07B$34.81B$34.60B$31.29B$36.57B$34.02B$33.12B$39.69B
P/E 10.611.214.915.910.813.313.812.918.511.910.49.9
P/S 1.31.21.11.21.11.11.11.01.31.21.21.3
P/B 1.92.01.72.01.31.21.31.41.61.51.41.4
P / Tangible Book 2.22.32.12.51.51.4······
P / Cash Flow 5.96.05.66.75.25.46.77.29.88.19.79.2
EV / EBITDA 91.775.559.451.842.644.145.339.045.0··10.9
EV / Revenue 1.31.21.01.21.11.11.11.01.31.21.21.5
Dividend Yield 1.6%1.7%2.1%2.0%2.3%2.4%2.4%2.6%2.1%2.2%2.2%2.1%
Earnings Yield 9.5%8.9%6.7%6.3%9.3%7.5%7.2%7.8%5.4%8.4%9.6%10.1%
Payout Ratio 15.6%19.0%30.4%30.8%23.7%31.9%32.2%32.3%38.2%25.1%21.5%·
Annual Payout $979M$951M$908M$875M$869M$861M$844M$814M$785M$757M$739M$729M

Most recent period on the left · null values shown as ·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

16
Metric 2025-12-312024-12-312023-12-312022-12-312021-12-31
Revenue $48.83B $46.42B $41.36B $36.88B $34.82B
Net Income $6.29B $5.00B $2.99B $2.84B $3.66B
Diluted EPS $27.43 $21.47 $12.79 $11.77 $14.49

Institutional owners (13F) 1,981 filers · $66.7B total · As of Sept. 30, 2026

17

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 1,981
Value held $66.7B
New positions 182
Exited positions 100
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
182 (-19 vs prior Q) 100 (-7 vs prior Q) 681 (+49 vs prior Q) 617 (-27 vs prior Q) +7.6M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
BlackRock, Inc. $6,915,908,608 20,949,680 10.36% Shares
VANGUARD GROUP INC $6,413,207,166 22,109,933 9.61% Shares
STATE STREET CORP $5,184,870,002 15,706,016 7.77% Shares
VANGUARD CAPITAL MANAGEMENT LLC $4,584,370,168 13,886,981 6.87% Shares
FMR LLC $3,391,254,628 10,272,794 5.08% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $2,744,708,133 8,314,274 4.11% Shares
GEODE CAPITAL MANAGEMENT, LLC $2,102,586,548 6,320,694 3.15% Shares
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $1,401,580,401 4,241,289 2.10% Shares
MORGAN STANLEY $1,263,295,996 3,826,776 1.89% Shares
DIMENSIONAL FUND ADVISORS LP $1,173,970,651 3,555,980 1.76% Shares
JPMORGAN CHASE & CO $1,033,011,192 3,112,602 1.55% Shares
AQR CAPITAL MANAGEMENT LLC $936,825,980 2,837,834 1.40% Shares
BANK OF AMERICA CORP /DE/ $932,142,026 2,823,646 1.40% Shares
NORTHERN TRUST CORP $929,107,883 2,814,455 1.39% Shares
Clearbridge Investments, LLC $928,323,707 2,812,080 1.39% Shares
NORGES BANK $853,228,152 2,584,600 1.28% Shares
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $794,592,613 2,724,193 1.19% Shares
GQG Partners LLC $789,023,639 2,390,090 1.18% Shares
Invesco Ltd. $787,757,706 2,386,277 1.18% Shares
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $745,652,608 2,258,732 1.12% Shares
UBS Group AG $642,453,795 1,946,122 0.96% Shares
FIRST TRUST ADVISORS LP $595,276,364 1,803,212 0.89% Shares
Legal & General Group Plc $558,163,594 1,690,790 0.84% Shares
GOLDMAN SACHS GROUP INC $529,981,089 1,605,419 0.79% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $470,952,493 1,426,610 0.71% Shares
Bank of New York Mellon Corp $469,504,954 1,422,225 0.70% Shares
AustralianSuper Pty Ltd $427,379,294 1,294,618 0.64% Shares
Amundi $411,325,906 1,245,989 0.62% Shares
VANGUARD FIDUCIARY TRUST CO $393,886,309 1,193,161 0.59% Shares
FEDERATED HERMES, INC. $379,927,335 1,150,876 0.57% Shares
JANE STREET GROUP, LLC $354,845,988 1,074,900 0.53% Call option
Nuveen, LLC $347,358,467 1,052,219 0.52% Shares
Boston Partners $331,880,963 1,005,216 0.50% Shares
Robeco Institutional Asset Management B.V. $327,750,068 992,821 0.49% Shares
BARCLAYS PLC $323,546,982 980,089 0.48% Shares
DEUTSCHE BANK AG\ $301,771,605 914,127 0.45% Shares
HSBC HOLDINGS PLC $267,131,620 807,548 0.40% Shares
AMERICAN CENTURY COMPANIES INC $264,043,243 799,839 0.40% Shares
National Pension Service $263,061,734 796,867 0.39% Shares
ROYAL BANK OF CANADA $258,293,000 782,421 0.39% Shares
JANE STREET GROUP, LLC $254,621,556 771,300 0.38% Put option
Sumitomo Mitsui Trust Group, Inc. $252,059,495 763,539 0.38% Shares
WELLS FARGO & COMPANY/MN $241,655,200 732,022 0.36% Shares
Allianz Asset Management GmbH $227,115,297 687,978 0.34% Shares
NORDEA INVESTMENT MANAGEMENT AB $224,703,754 676,737 0.34% Shares
BNP PARIBAS FINANCIAL MARKETS $218,403,100 661,587 0.33% Shares
RAYMOND JAMES FINANCIAL INC $216,486,461 655,781 0.32% Shares
Mitsubishi UFJ Asset Management Co., Ltd. $205,539,314 622,620 0.31% Shares
Swiss National Bank $197,992,771 599,760 0.30% Shares
ENVESTNET ASSET MANAGEMENT INC $184,091,386 557,657 0.28% Shares

Show all 1,981 institutional owners →

Activists & 5%+ owners 3 positions

18

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
The Travelers Companies, Inc., St. Paul Fire and Marine Insurance Company, Split Rock Partners, LLC, Windamere III, LLC, Fog City Fund, LLC Nov. 14, 2007 · Initial filing Board campaign SEC
The St. Paul Travelers Companies, Inc., St. Paul Fire and Marine Insurance Company, Split Rock Partners, LLC, Windamere III, LLC, Fog City Fund, LLC ×9 filings Aug. 25, 2006 · Initial filing · SEC
The St. Paul Companies, Inc. ×2 filings March 25, 2004 · Initial filing · SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Company insiders 79 insiders · 31 officers · 30 directors

19
Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Alan D Schnitzer Chairman and CEO Feb. 18, 2026 F 303,124 0 3 $-16,424,538
ELLIOT DOUGLAS G CEO Commercial and Pers Lines Sept. 24, 2004 A 39,818 0 0 $0
Daniel S. Frey EVP & Chief Financial Officer July 21, 2026 M 27,535 0 4 $-14,521,192
Brian W Maclean President & COO Feb. 21, 2018 F 134,335 0 0 $0
OLIVO MARIA EVP, ERM & Chief Risk Officer Aug. 28, 2026 S 118,742 0 4 $-11,173,512
Daniel Tei-Hwa Yin EVP & Co-Chief Invest. Officer July 24, 2026 M 68,834 0 1 $-2,768,211
Diane Kurtzman EVP & Chief HR Officer July 24, 2026 M 5,298 0 4 $-3,873,690
Paul E. Munson SVP & Corp. Controller July 22, 2026 M 735 0 3 $-1,704,709
David Donnay Rowland EVP & Co-Chief Invest. Officer July 22, 2026 M 10,479 0 3 $-4,770,908
Andy F Bessette EVP and Chief Admin Officer July 22, 2026 S 21,284 0 6 $-4,201,294
Mojgan M Lefebvre EVP & Chief Tech & Ops Officer July 21, 2026 M 0 0 3 $-7,747,152
Michael Frederick Klein EVP & President, Personal Ins. July 21, 2026 M 45,125 0 10 $-13,643,283
Avrohom J. Kess Vice Chmn. & Chief Legal Off. April 30, 2026 G 47,737 0 2 $-3,508,526
William H Heyman Vice Chairman April 28, 2026 M 259,590 0 24 $-8,970,277
Jeffrey P. Klenk EVP & Pres., Bond & Spec. Ins. April 20, 2026 S 6,075 0 2 $-6,632,171
Gregory C Toczydlowski EVP & President, Business Ins. Feb. 20, 2026 S 18,416 0 1 $-3,657,072
Douglas K Russell SVP, Corp Contr & Treasurer Feb. 22, 2023 F 18,937 0 0 $0
Thomas M Kunkel EVP & Pres., Bond & Spec. Ins. Aug. 18, 2021 G 34,330 0 0 $0
Diane D. Bengston EVP & Chief HR Officer Feb. 19, 2020 F 6,547 0 0 $0
Jay S Benet Vice Chairman Aug. 23, 2019 M 85,866 0 0 $0
Kenneth Franklin Spence III EVP & General Counsel Feb. 22, 2018 S 1,580 0 0 $0
John P Clifford JR EVP & Chief HR Officer Feb. 21, 2018 F 3,444 0 0 $0
Doreen Spadorcia Vice Chairman May 12, 2016 M 21,280 0 0 $0
William E. Cunningham Jr. EVP-Business Insurance May 1, 2014 S 8,253 0 0 $0
Charles J Clarke Vice Chairman Feb. 21, 2013 F 7,726 0 0 $0
William A Bloom EVP, Ins. Ops. & Systems May 28, 2010 M 35,505 0 0 $0
John J Albano Executive Vice President April 22, 2010 A 5,315 0 0 $0
Samuel G Liss Executive Vice President Feb. 24, 2010 M 70,904 0 0 $0
LACHER JOSEPH P JR Executive Vice President Feb. 24, 2009 M 63,437 0 0 $0
Kathleen L Preston EVP, Enterprise Development Feb. 5, 2008 A 6,905 0 0 $0
Irwin Ettinger Vice Chairman Feb. 5, 2008 A 71,838 0 0 $0
Russell G. Golden Director Sept. 30, 2026 A 5,749 0 0 $0
Elizabeth Robinson Director Sept. 30, 2026 A 12,729 0 0 $0
Anthony M Jabbour Director Sept. 30, 2026 A 513 0 0 $0
THOMSEN LAURIE J Director April 23, 2026 G 62,178 0 0 $0
David Scott Williams Director Feb. 3, 2026 A 2,478 0 0 $0
Rafael Santana Director Feb. 3, 2026 A 4,622 0 0 $0
Thomas B Leonardi Director Feb. 3, 2026 A 5,834 0 0 $0
Bridget A Van Kralingen Director Feb. 3, 2026 A 4,622 0 0 $0
Todd C Schermerhorn Director Feb. 3, 2026 A 14,266 0 0 $0
Clarence Otis JR Director Feb. 3, 2026 A 17,226 0 0 $0
Janet M Dolan Director March 28, 2024 A 53,170 0 0 $0
William J Kane Director Feb. 6, 2024 A 23,443 0 0 $0
Philip T Ruegger III Director Feb. 7, 2023 A 38,900 0 0 $0
Alan L Beller Director Feb. 7, 2023 A 41,194 0 0 $0
Patricia Higgins Director Feb. 7, 2023 A 41,316 0 0 $0
Donald J Shepard Director Dec. 31, 2020 A 42,382 0 0 $0
John H Dasburg Director Feb. 6, 2018 A 45,031 0 0 $0
DUBERSTEIN KENNETH M Director Feb. 6, 2018 A 50,439 0 0 $0
Cleve L Killingsworth JR Director Feb. 9, 2017 A 29,072 0 0 $0
Thomas R Hodgson Director Feb. 2, 2016 A 68,546 0 0 $0
Lawrence G Graev Director Feb. 5, 2013 A 27,490 0 0 $0
Robert I Lipp Director Feb. 19, 2010 M 0 0 0 $0
Blythe J Mcgarvie Director Feb. 2, 2010 A 19,671 0 0 $0
Glen D Nelson Director March 31, 2009 A 122,995 0 0 $0
Leslie B Disharoon Director March 30, 2007 A 37,203 0 0 $0
Charles W Scharf Director July 1, 2005 A 10,637 0 0 $0
William H Kling Director Nov. 3, 2004 S 11,362 0 0 $0
William H Kling Director Aug. 10, 2004 I 11,362 0 0 $0
ROSEMAN NANCY A Director July 28, 2004 A 3,454 0 0 $0
ST PAUL TRAVELERS COMPANIES INC 10% owner Aug. 1, 2005 X 3,389,500 0 0 $0
Jay S Fishman · July 26, 2016 G 377,074 0 0 $0
BYRD CAROLYN H · May 3, 2005 A 2,586 0 0 $0
BACKBERG BRUCE A · April 27, 2005 M 18,533 0 0 $0
Kent D Urness · Feb. 4, 2005 M 33,261 0 0 $0
Gordon M Sprenger · Feb. 1, 2005 I 4,575 0 0 $0
MILLER T MICHAEL · Jan. 25, 2005 A 57,234 0 0 $0
John C Treacy · Jan. 25, 2005 A 5,057 0 0 $0
MACCOLL JOHN A · Jan. 25, 2005 A 35,124 0 0 $0
TASCO FRANK J · Jan. 3, 2005 A 9,793 0 0 $0
BIALKIN KENNETH J · Jan. 3, 2005 A 61,941 0 0 $0
James A Lawrence · Jan. 3, 2005 A 3,700 0 0 $0
Jeffrey M Peek · Jan. 3, 2005 A 11,013 0 0 $0
Meryl D Hartzband · Jan. 3, 2005 A 7,056 0 0 $0
Howard P Berkowitz · Jan. 3, 2005 A 10,783 0 0 $0
YESSMAN TIMOTHY M · April 1, 2004 A 23,631 0 0 $0
Marita Zuraitis · Feb. 5, 2004 F 27,611 0 0 $0
Thomas A Bradley · Feb. 5, 2004 F 28,686 0 0 $0
GAGNON LAURA C · Feb. 2, 2004 A 1,713 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 165 ETFs

20

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
KBWP · Invesco Exchange-Traded Fund Trust … 8.41% 64,512 SH Oct. 1, 2026 Daily
DJIA · Global X Funds 4.29% 21,103 NS July 31, 2026 N-PORT
DYLG · Global X Funds 4.26% 704 NS July 31, 2026 N-PORT
DJD · Invesco Exchange-Traded Fund Trust 2.81% 38,762 SH Oct. 1, 2026 Daily
PKW · Invesco Exchange-Traded Fund Trust 2.52% 117,748 SH Oct. 1, 2026 Daily
RDVI · First Trust Exchange-Traded Fund IV 2.27% 218,022 NS July 31, 2026 N-PORT
FFLV · FIDELITY COVINGTON TRUST 2.23% 980 NS July 31, 2026 N-PORT
FBCV · FIDELITY COVINGTON TRUST 2.10% 9,912 NS July 31, 2026 N-PORT
BMVP · Invesco Exchange-Traded Fund Trust 1.93% 5,366 SH Oct. 1, 2026 Daily
NUDV · Nushares ETF Trust 1.79% 2,403 NS July 31, 2026 N-PORT
FXO · First Trust Exchange-Traded AlphaDE… 1.79% 53,855 NS July 31, 2026 N-PORT
SPVM · Invesco Exchange-Traded Fund Trust 1.63% 5,961 SH Oct. 1, 2026 Daily
NULV · Nushares ETF Trust 1.61% 94,509 NS July 31, 2026 N-PORT
ESMV · iShares Trust 1.56% 329 SH Sept. 11, 2026 Daily
RILA · Spinnaker ETF Series 1.55% 1,747 NS July 31, 2026 N-PORT
PWV · Invesco Exchange-Traded Fund Trust 1.47% 74,981 SH Oct. 1, 2026 Daily
DYNF · BlackRock ETF Trust 1.45% 1,631,417 SH Sept. 11, 2026 Daily
RSPF · Invesco Exchange-Traded Fund Trust 1.36% 14,185 SH Oct. 1, 2026 Daily
SPGP · Invesco Exchange-Traded Fund Trust 1.33% 75,998 SH Oct. 1, 2026 Daily
HUSV · First Trust Exchange-Traded Fund III 1.31% 2,588 NS July 31, 2026 N-PORT
IYF · iShares Trust 1.19% 141,330 SH Sept. 11, 2026 Daily
IMCV · iShares Trust 1.10% 34,567 SH Sept. 11, 2026 Daily
FLRG · FIDELITY COVINGTON TRUST 1.09% 8,458 NS July 31, 2026 N-PORT
VMAX · Lattice Strategies Trust 1.03% 1,354 NS July 31, 2026 N-PORT
SPLV · Invesco Exchange-Traded Fund Trust … 1.00% 195,002 SH Oct. 1, 2026 Daily
VFQY · VANGUARD WELLINGTON FUND 1.00% 14,343 SH Aug. 19, 2026 Daily
FTA · First Trust Exchange-Traded AlphaDE… 0.98% 36,415 NS July 31, 2026 N-PORT
UPSD · ETF Series Solutions 0.96% 3,006 NS July 31, 2026 N-PORT
DUHP · Dimensional ETF Trust 0.93% 306,531 NS July 31, 2026 N-PORT
VFMF · VANGUARD WELLINGTON FUND 0.89% 18,895 SH Aug. 19, 2026 Daily
FNCL · FIDELITY COVINGTON TRUST 0.88% 55,856 NS July 31, 2026 N-PORT
DFLV · Dimensional ETF Trust 0.85% 154,244 NS July 31, 2026 N-PORT
EQIN · Columbia ETF Trust I 0.84% 6,797 NS July 31, 2026 N-PORT
VFH · VANGUARD WORLD FUND 0.82% 346,347 SH Aug. 19, 2026 Daily
USMV · iShares Trust 0.81% 520,100 SH Sept. 11, 2026 Daily
QIDX · Spinnaker ETF Series 0.78% 809 NS July 31, 2026 N-PORT
FVAL · FIDELITY COVINGTON TRUST 0.77% 27,292 NS July 31, 2026 N-PORT
JOET · Virtus ETF Trust II 0.74% 4,834 NS July 31, 2026 N-PORT
QLV · FlexShares Trust 0.71% 3,108 NS July 31, 2026 N-PORT
SPHQ · Invesco Exchange-Traded Fund Trust 0.70% 367,103 SH Oct. 1, 2026 Daily
ROUS · Lattice Strategies Trust 0.69% 13,062 NS July 31, 2026 N-PORT
FCPI · FIDELITY COVINGTON TRUST 0.67% 4,861 NS July 31, 2026 N-PORT
FAS · Direxion Shares ETF Trust 0.67% 41,898 NS July 31, 2026 N-PORT
LGDX · Tidal Trust III 0.66% 2,486 NS July 31, 2026 N-PORT
FDLO · FIDELITY COVINGTON TRUST 0.64% 24,186 NS July 31, 2026 N-PORT
FFLC · FIDELITY COVINGTON TRUST 0.63% 20,115 NS July 31, 2026 N-PORT
IIGD · Invesco Exchange-Traded Self-Indexe… 0.62% 165,000 Oct. 1, 2026 Daily
VOE · VANGUARD INDEX FUNDS 0.61% 682,982 SH Aug. 19, 2026 Daily
VLLU · Harbor ETF Trust 0.59% 73 NS July 31, 2026 N-PORT
DFVX · Dimensional ETF Trust 0.59% 8,292 NS July 31, 2026 N-PORT
LRGF · iShares Trust 0.58% 58,222 SH Sept. 11, 2026 Daily
NULC · Nushares ETF Trust 0.56% 1,051 NS July 31, 2026 N-PORT
IMCB · iShares Trust 0.54% 24,895 SH Sept. 11, 2026 Daily
EVUS · iShares Trust 0.54% 5,580 SH Sept. 11, 2026 Daily
MTUM · iShares Trust 0.53% 351,896 SH Sept. 11, 2026 Daily
RPV · Invesco Exchange-Traded Fund Trust 0.52% 23,738 SH Oct. 1, 2026 Daily
FEX · First Trust Exchange-Traded AlphaDE… 0.51% 21,341 NS July 31, 2026 N-PORT
VFVA · VANGUARD WELLINGTON FUND 0.50% 12,740 SH Aug. 19, 2026 Daily
FAB · First Trust Exchange-Traded AlphaDE… 0.49% 2,200 NS July 31, 2026 N-PORT
IXG · iShares Trust 0.49% 9,198 SH Sept. 11, 2026 Daily
DFUV · Dimensional ETF Trust 0.46% 190,963 NS July 31, 2026 N-PORT
XOEF · iShares Trust 0.44% 268 SH Sept. 11, 2026 Daily
ACWV · iShares, Inc. 0.41% 37,571 SH Sept. 11, 2026 Daily
DFSU · Dimensional ETF Trust 0.41% 24,882 NS July 31, 2026 N-PORT
JQUA · J.P. Morgan Exchange-Traded Fund Tr… 0.41% 88,995 NS July 31, 2026 N-PORT
SPMO · Invesco Exchange-Traded Fund Trust … 0.40% 258,449 SH Oct. 1, 2026 Daily
SUSA · iShares Trust 0.40% 43,307 SH Sept. 11, 2026 Daily
HDUS · Lattice Strategies Trust 0.39% 2,142 NS July 31, 2026 N-PORT
DXUV · Dimensional ETF Trust 0.38% 5,626 NS July 31, 2026 N-PORT
DIVB · iShares Trust 0.38% 21,176 SH Sept. 11, 2026 Daily
IUS · Invesco Exchange-Traded Self-Indexe… 0.35% 9,471 SH Oct. 1, 2026 Daily
PALC · Pacer Funds Trust 0.35% 1,936 NS July 31, 2026 N-PORT
VO · VANGUARD INDEX FUNDS 0.34% 2,304,045 SH Aug. 19, 2026 Daily
VIG · VANGUARD SPECIALIZED FUNDS 0.31% 1,201,336 SH Aug. 19, 2026 Daily
USXF · iShares Trust 0.31% 12,391 SH Sept. 11, 2026 Daily
VYM · VANGUARD WHITEHALL FUNDS 0.29% 846,164 SH Aug. 19, 2026 Daily
IWX · iShares Trust 0.29% 30,572 SH Sept. 11, 2026 Daily
DCOR · Dimensional ETF Trust 0.28% 25,322 NS July 31, 2026 N-PORT
PFM · Invesco Exchange-Traded Fund Trust 0.28% 5,955 SH Oct. 1, 2026 Daily
HAPI · Harbor ETF Trust 0.27% 3,518 NS July 31, 2026 N-PORT
IVE · iShares Trust 0.26% 353,491 SH Sept. 11, 2026 Daily
PFIG · Invesco Exchange-Traded Fund Trust … 0.26% 330,000 Oct. 1, 2026 Daily
VTV · VANGUARD INDEX FUNDS 0.26% 2,021,174 SH Aug. 19, 2026 Daily
DFAC · Dimensional ETF Trust 0.25% 322,827 NS July 31, 2026 N-PORT
DGRO · iShares Trust 0.25% 294,016 SH Sept. 11, 2026 Daily
IUSV · iShares Trust 0.25% 186,277 SH Sept. 11, 2026 Daily
QUAL · iShares Trust 0.25% 312,620 SH Sept. 11, 2026 Daily
RWL · Invesco Exchange-Traded Fund Trust … 0.25% 66,637 SH Oct. 1, 2026 Daily
IQSU · New York Life Investments ETF Trust 0.24% 2,126 NS July 31, 2026 N-PORT
VOOV · VANGUARD ADMIRAL FUNDS 0.24% 48,951 SH Aug. 19, 2026 Daily
ILCV · iShares Trust 0.23% 8,263 SH Sept. 11, 2026 Daily
SUSL · iShares Trust 0.22% 7,361 SH Sept. 11, 2026 Daily
SIZE · iShares Trust 0.22% 2,593 SH Sept. 11, 2026 Daily
DSI · iShares Trust 0.22% 31,879 SH Sept. 11, 2026 Daily
IWD · iShares Trust 0.21% 471,132 SH Sept. 11, 2026 Daily
EUSA · iShares, Inc. 0.21% 10,772 SH Sept. 11, 2026 Daily
VONV · VANGUARD SCOTTSDALE FUNDS 0.20% 127,983 SH Aug. 19, 2026 Daily
RSP · Invesco Exchange-Traded Fund Trust 0.20% 533,698 SH Oct. 1, 2026 Daily
ADME · ETF Series Solutions 0.19% 1,502 NS July 31, 2026 N-PORT
ACIO · ETF Series Solutions 0.19% 12,048 NS July 31, 2026 N-PORT
PRF · Invesco Exchange-Traded Fund Trust 0.19% 52,215 SH Oct. 1, 2026 Daily
EGLE · Global X Funds 0.19% 11 NS July 31, 2026 N-PORT
DFAU · Dimensional ETF Trust 0.19% 62,371 NS July 31, 2026 N-PORT
MGV · VANGUARD WORLD FUND 0.17% 66,824 SH Aug. 19, 2026 Daily
ESGU · iShares Trust 0.16% 79,610 SH Sept. 11, 2026 Daily
GLOF · iShares Trust 0.15% 828 SH Sept. 11, 2026 Daily
TOPC · iShares Trust 0.14% 129 SH Sept. 11, 2026 Daily
CATH · Global X Funds 0.14% 4,876 NS July 31, 2026 N-PORT
IWL · iShares Trust 0.14% 8,216 SH Sept. 11, 2026 Daily
XVV · iShares Trust 0.13% 2,442 SH Sept. 11, 2026 Daily
QVML · Invesco Exchange-Traded Fund Trust … 0.13% 6,110 SH Oct. 1, 2026 Daily
XYLD · Global X Funds 0.13% 11,182 NS July 31, 2026 N-PORT
FEUS · FlexShares Trust 0.13% 385 NS July 31, 2026 N-PORT
CHRI · Global X Funds 0.13% 27 NS July 31, 2026 N-PORT
XCLR · Global X Funds 0.13% 12 NS July 31, 2026 N-PORT
PTLC · Pacer Funds Trust 0.13% 10,954 NS July 31, 2026 N-PORT
BKLC · BNY Mellon ETF Trust 0.13% 18,369 NS July 31, 2026 N-PORT
XTR · Global X Funds 0.12% 16 NS July 31, 2026 N-PORT
BBUS · J.P. Morgan Exchange-Traded Fund Tr… 0.12% 29,267 NS July 31, 2026 N-PORT
XRMI · Global X Funds 0.12% 164 NS July 31, 2026 N-PORT
VOTE · TCW ETF Trust 0.12% 3,591 NS July 31, 2026 N-PORT
ESGV · VANGUARD WORLD FUND 0.12% 47,941 SH Aug. 19, 2026 Daily
TOV · EA Series Trust 0.12% 868 NS July 31, 2026 N-PORT
XYLG · Global X Funds 0.12% 205 NS July 31, 2026 N-PORT
IVV · iShares Trust 0.12% 2,680,012 SH Sept. 11, 2026 Daily
ILCB · iShares Trust 0.12% 4,113 SH Sept. 11, 2026 Daily
DFUS · Dimensional ETF Trust 0.12% 65,048 NS July 31, 2026 N-PORT
VOXP · Advisors Series Trust 0.12% 18 NS July 31, 2026 N-PORT
PBP · Invesco Exchange-Traded Fund Trust 0.11% 1,242 SH Oct. 1, 2026 Daily
SPUU · Direxion Shares ETF Trust 0.11% 802 NS July 31, 2026 N-PORT
PBUS · Invesco Exchange-Traded Fund Trust … 0.11% 36,032 SH Oct. 1, 2026 Daily
QDPL · Pacer Funds Trust 0.11% 5,122 NS July 31, 2026 N-PORT
IYY · iShares Trust 0.11% 9,101 SH Sept. 11, 2026 Daily
IWB · iShares Trust 0.11% 146,326 SH Sept. 11, 2026 Daily
VOO · VANGUARD INDEX FUNDS 0.11% 5,521,721 SH Aug. 19, 2026 Daily
VV · VANGUARD INDEX FUNDS 0.11% 248,355 SH Aug. 19, 2026 Daily
VFMV · VANGUARD WELLINGTON FUND 0.11% 1,439 SH Aug. 19, 2026 Daily
ITOT · iShares Trust 0.11% 276,847 SH Sept. 11, 2026 Daily
IWV · iShares Trust 0.11% 58,243 SH Sept. 11, 2026 Daily
TILT · FlexShares Trust 0.11% 6,156 NS July 31, 2026 N-PORT
VTI · VANGUARD INDEX FUNDS 0.10% 6,750,112 SH Aug. 19, 2026 Daily
VONE · VANGUARD SCOTTSDALE FUNDS 0.10% 35,119 SH Aug. 19, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS 0.10% 17,840 SH Aug. 19, 2026 Daily
HCMT · Direxion Shares ETF Trust 0.10% 1,476 NS July 31, 2026 N-PORT
PHDG · Invesco Actively Managed Exchange-T… 0.09% 164 SH Oct. 1, 2026 Daily
SPXL · Direxion Shares ETF Trust 0.09% 16,624 NS July 31, 2026 N-PORT
TOK · iShares Trust 0.09% 578 SH Sept. 11, 2026 Daily
URTH · iShares, Inc. 0.09% 19,256 SH Sept. 11, 2026 Daily
CRBN · iShares Trust 0.08% 2,485 SH Sept. 11, 2026 Daily
ACWI · iShares Trust 0.07% 66,776 SH Sept. 11, 2026 Daily
USCL · iShares Trust 0.07% 5,520 SH Sept. 11, 2026 Daily
MGC · VANGUARD WORLD FUND 0.07% 21,318 SH Aug. 19, 2026 Daily
EQAL · Invesco Exchange-Traded Fund Trust … 0.06% 1,431 SH Oct. 1, 2026 Daily
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0.06% 178,274 SH Aug. 19, 2026 Daily
ACVF · ETF Opportunities Trust 0.06% 235 NS July 31, 2026 N-PORT
OMFL · Invesco Exchange-Traded Self-Indexe… 0.05% 6,817 SH Oct. 1, 2026 Daily
BIV · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
BLV · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
BND · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
VCIT · VANGUARD SCOTTSDALE FUNDS · · July 15, 2026 Daily
VCLT · VANGUARD SCOTTSDALE FUNDS · · July 15, 2026 Daily
VTC · VANGUARD SCOTTSDALE FUNDS · · July 30, 2026 Daily
BNDW · VANGUARD SCOTTSDALE FUNDS · · July 30, 2026 Daily
IAK · iShares Trust · 108,708 SH Sept. 11, 2026 Daily
VCEB · VANGUARD WORLD FUND · · July 30, 2026 Daily

TRV Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

21
rating · 35 analysts HOLD
Median target $359.50 -0.2%
3 8.6% Strong Buy
6 17.1% Buy
21 60.0% Hold
5 14.3% Sell
0 0.0% Strong Sell

12-Month Price Target

24 analysts · 2026-10-01

Mean target $360.71 +0.1%

Now Current price $360.38
Low$262.00 Mean$360.71 High$430.00

Peer comparison (GICS sub-industry) Key metrics vs sector peers

22

FY basis, prices as of each company's last fiscal year-end close.

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
TRV $63.09B 10.6 5.2% 12.9% 20.6% ·
PGR · 11.8 16.3% 12.9% 40.5% ·
ALL $54.12B 5.5 5.6% 15.2% 39.5% ·
AIG $46.04B 15.8 -1.8% 11.6% 7.4% ·
HIG $38.16B 10.3 6.9% 13.5% 21.4% ·
WRB $26.45B 15.8 7.8% 12.1% 19.7% ·
CINF $25.38B 10.8 11.4% 18.9% 16.0% ·
L · 13.2 5.4% 9.0% 9.3% ·
MKL $27.06B 12.7 4.7% 13.6% 11.9% ·
AIZ · · · · · ·
CNA $12.92B 10.2 5.0% 8.5% 11.6% ·

Latest News Recent headlines mentioning this company

23

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26

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Source: SEC 10-Q filed Jul 17, 2026