Last updated: May 22, 2026 · ← Back to Stock Fact Sheets
NYSE: TRV
Travelers Companies, Inc.
Property & casualty insurance · New York, NY · CEO: Alan SchnitzerLive price: Yahoo Finance →
Q1 2026 · Apr 16, 2026
Q1 EPS
$7.71EPS beat
vs $6.98 est.EPS growth
+10%+ YoYBusiness
P&C insuranceDividend
AristocratPricing power
StrongConsensus
Moderate BuyIran war impact
Oil/cargo tailwindSnapshot
| Market cap | ~$55B |
| Segments | Business Ins., Bond & Specialty, Personal Ins. |
| Combined ratio | Industry benchmark |
| Rate increases | Ongoing (inflation hedge) |
| Dividend | 20+ consecutive increases |
Key themes
| Bull | Pricing power + rate hikes = margin expansion |
| Bear | Catastrophic weather events = surprise losses |
| Catalyst | Insurance hardening cycle continuing |
| Div. yield | ~1.8% |
Not investment advice. Data as of May 22, 2026. Check live quote for current price.
Travelers (TRV) — Overview
The Travelers Companies, Inc. (NYSE: TRV) is one of the largest property and casualty insurers in the United States, operating across three segments: Business Insurance, Bond & Specialty Insurance, and Personal Insurance. Q1 2026 EPS of $7.71 beat the $6.98 consensus convincingly, continuing Travelers’ track record of outperforming. The insurance pricing environment remains favorable: elevated loss costs from inflation, catastrophic weather, and geopolitical risks (including Iran-related cargo and oil insurance) are driving sustained premium rate increases across commercial and personal lines. Travelers is the only insurer in the Dow 30 and one of the most consistent capital allocators in the index, with over 20 consecutive years of dividend increases and a disciplined underwriting culture. The key risk is catastrophic weather events — a single large hurricane season or wildfire cycle can produce a significant underwriting loss.
Related Coverage
For informational purposes only. Not investment advice. Data as of May 22, 2026.
