AlphaYou
Overview
Smart money at a glance
Filings to Oct 1, 2026Net selling: insiders sold $23.5M and bought $0 on the open market in 90 days (SEC Form 4). Congress: net selling of $1K to $15K in 180 days.
- Company insidersSEC Form 4, last 90 days
- -$23.5M netNet selling
- CongressSTOCK Act, last 180 days
- -$1K to -$15K netNet selling
- Big fundsSEC 13F, quarter ended Jun 30, 2026
- 0 added, 4 cutMore cutting
- Federal contractsUSAspending.gov, last 12 months
- No awardsNone on record
Key stats
Fundamentals Sep 30- Open
- $363.38
- 52-wk high
- $397.34
- High
- $364.80
- 52-wk low
- $248.46
- Low
- $360.73
- Prev close
- $363.04
- Mkt cap
- $75.76B
- P/E
- 9.8x
- Volume
- 835.5K
- Fwd P/E
- 10.4x
- Beta
- 0.45
- Div yield
- 1.25%
- P/S
- 1.5x
- P/B
- 2.0x
- Profit margin
- +17.0%
- Op margin
- +23.7%
- ROE
- +26.5%
What do analysts expect?
Analyst target and ratings are on paid plans
See the 12-month consensus target and the buy/hold/sell rating split.
Unlock the full resultsQuestions about TRV filings
Are insiders buying or selling The Travelers Companies Inc (TRV) stock?
Net selling: insiders sold $23.5M and bought $0 of TRV stock on the open market in the 90 days to Oct 1, 2026, according to SEC Form 4 filings. The largest was Lefebvre, Mojgan M (EVP & Chief Tech & Ops Officer), who sold $6M. The latest filing was on Aug 31, 2026.
Which members of Congress have traded TRV recently?
Sen. John Boozman (R) sold $1K to $15K on Jul 2, 2026, disclosed 46 days later. In total, 1 member disclosed 1 TRV trade with trade dates in the last 180 days, filed a median 46 days after trading.
How current is this TRV smart-money data?
This summary uses filings available on Oct 1, 2026. Insiders must report trades to the SEC within 2 business days, members of Congress have up to 45 days to disclose a trade, and funds file 13F holdings up to 45 days after each quarter ends, so the latest moves may not be public yet.
Smart money
8 funds hold a position and insiders have been net selling.
What funds are doing
Sells/Trims (3)
- QR
Qube Research
$131.3M
sold
- TS
Two Sigma
$84.9M
trimmed
- CI
Citadel
$44.8M
trimmed
What insiders are doing
What Congress is doing
Buys (1)
Sells (1)
How top traders are positioned
No tracked top-trader positions in TRV right now.
Live Hyperliquid positioning - not every stock is covered
Earnings
Earnings came in 89.1% above what analysts expected.
Earnings per share
$5.31 expected
Revenue
$10.99B expected
The release did not provide a source-backed EPS figure.
Reports Oct 15, 2026, in 14 days
Estimates as of Sep 30, 2026
EPS expected
$6.03 to $7.37
Revenue expected
10 analysts
Last 30 days
Analysts raising estimates
What the company said
Financials
What it sold, what it cost, what was left.
| USD | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|
| What came in | ||||
| Revenue | $12.47B | $12.43B | $11.92B | $12.15B |
| Cost of what it sold | $8.44B | $7.67B | $8.15B | $7.71B |
| Gross profit | $4.03B | $4.76B | $3.78B | $4.45B |
| What it spent | ||||
| Sales and admin | $1.55B | $1.54B | $1.54B | $1.56B |
| Other operating costs | $128.0M | $116.0M | $116.0M | — |
| Total operating expenses | $1.68B | $1.66B | $1.66B | $1.56B |
| What was left | ||||
| Operating profit | $2.34B | $3.10B | $2.12B | $2.88B |
| Interest on debt | $111.0M | $116.0M | $116.0M | $113.0M |
| Profit before tax | $2.34B | $3.10B | $2.12B | $2.77B |
| Tax | $456.0M | $607.0M | $408.0M | $559.0M |
| Net profit | $1.89B | $2.50B | $1.71B | $2.21B |
| EBITDA | $2.62B | $3.38B | $2.43B | $2.88B |
Technicals
Price structure
This stock's price action is mixed.
Trend
Mixed
40 / 100
RSI 14
20D volatility
52-week range
20D support
20D resistance
Returns
Price vs moving averages
Volume pace
News
What the news says
Coverage is bullish
Applied Systems names five Pinnacle Award winners at Applied Net 2026
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Leans bullishSep 28Travelers Companies stock at USD 363.04 on September 25, 2026
NeutralSep 28Is Arch Capital Group (ACGL) Undervalued Following Its Recent Share Price Pullback?
NeutralSep 27Blackstone-backed insurance underwriter The Fidelis Partnership files for US IPO
Leans bullishSep 25Cyber Threats Top Business Concerns Again as AI Reshapes Risk, Travelers Survey Shows
Leans bullishSep 25