TRV
The Travelers Companies, Inc.Financial Services · $76.5B market cap
Verdict
Share price
$360.38
close of Oct 3, 2026
Fair value
$513.83
Sticker Price
Payback Price
$205.53
buy price
TRV is Undervalued: at $360.38 it trades 30% below its fair value of $513.83. Its buy price (Payback Price) is $205.53, 43% below today's price. Business quality is limited: only 1 of 5 key numbers clears the 10% bar.
How we valued it
Justified P/B (Financials). A bank or insurer. These are best valued on their book value and how much they earn on it.
Business quality
1 of 5 clear the 10% bar. What are the Big Five?
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4 of the investors we track hold TRV. In Q2 2026, 1 sold out. Who we track
Mairs & Power Funds
Mairs & Power Funds · as of Q2 2026
$51.7M
156,482 shares
Dodge & Cox Funds
Dodge & Cox Funds · as of Q2 2026
$29.8M
90,119 shares
Christopher Bloomstran
Semper Augustus · as of Q2 2026
$6.3M
19,100 shares
Muhlenkamp
Muhlenkamp · as of Q2 2026
$2.2M
6,627 shares
Moves in Q2 2026
Sold out: Lee Ainslie
Insider activity
Since Jun 30, 2026: no open-market purchases, 13 sales worth $23.5M and 12 other filings (stock awards, tax withholding and similar). Why purchases matter
Sales
OLIVO MARIA
EVP, ERM & Chief Risk Officer · 2026-08-28
Sold
$2.2M
Kurtzman Diane
EVP & Chief HR Officer · 2026-07-24
Sold
$1.6M
Yin Daniel Tei-Hwa
EVP & Co-Chief Invest. Officer · 2026-07-24
Sold
$2.8M
BESSETTE ANDY F
EVP and Chief Admin Officer · 2026-07-22
Sold
$37K
BESSETTE ANDY F
EVP and Chief Admin Officer · 2026-07-22
Sold
$1.1M
Show all 13 salesShow fewer
Munson Paul E.
SVP & Corp. Controller · 2026-07-22
Sold
$564K
Rowland David Donnay
EVP & Co-Chief Invest. Officer · 2026-07-22
Sold
$1.9M
Lefebvre Mojgan M
EVP & Chief Tech & Ops Officer · 2026-07-21
Sold
$2.6M
Lefebvre Mojgan M
EVP & Chief Tech & Ops Officer · 2026-07-21
Sold
$3.4M
Frey Daniel S.
EVP & Chief Financial Officer · 2026-07-21
Sold
$1.1M
Frey Daniel S.
EVP & Chief Financial Officer · 2026-07-21
Sold
$4.1M
Klein Michael Frederick
EVP & President, Personal Ins. · 2026-07-21
Sold
$2.2M
Klein Michael Frederick
EVP & President, Personal Ins. · 2026-07-21
Sold
$46K
Other filings
Jabbour Anthony M
director · 2026-08-14
Award
$165K
Kurtzman Diane
EVP & Chief HR Officer · 2026-07-24
Option exercise
$552K
Yin Daniel Tei-Hwa
EVP & Co-Chief Invest. Officer · 2026-07-24
Option exercise
$1.0M
Munson Paul E.
SVP & Corp. Controller · 2026-07-22
Option exercise
$192K
Rowland David Donnay
EVP & Co-Chief Invest. Officer · 2026-07-22
Option exercise
$663K
Show all 12 other filingsShow fewer
Lefebvre Mojgan M
EVP & Chief Tech & Ops Officer · 2026-07-21
Option exercise
$1.2M
Lefebvre Mojgan M
EVP & Chief Tech & Ops Officer · 2026-07-21
Option exercise
$993K
Frey Daniel S.
EVP & Chief Financial Officer · 2026-07-21
Option exercise
$518K
Frey Daniel S.
EVP & Chief Financial Officer · 2026-07-21
Option exercise
$1.5M
Klein Michael Frederick
EVP & President, Personal Ins. · 2026-07-21
Option exercise
$839K
Golden Russell G.
director · 2026-06-30
Award
$46K
Robinson Elizabeth
director · 2026-06-30
Award
$44K
About The Travelers Companies, Inc.
The Travelers Companies, Inc., through its network of subsidiaries, delivers a broad spectrum of commercial and personal property and casualty insurance products and services. These offerings cater to businesses, government entities, associations, and individual clients both within the United States and internationally. The company's operations are divided into three primary segments: Business Insurance, Bond &…
Insurance - Property & Casualty
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works