InsidersTradesSigma
Travelers Companies, INC. Stock: price and directors' dealings · United States · SEC (Form 4)
Track the Travelers Companies, INC. stock price and the full insider trade history of the company, a publicly traded company based in United States. Shares are quoted on US US, under the supervision of SEC (Form 4). Operating in the Banks sector, Travelers Companies, INC. has recorded 417 reports. Market capitalisation: €82.9bn. The latest transaction was filed on 28 July 2026 (Notice of proposed sale (Form 144)). Among the most active insiders: HEYMAN WILLIAM H. Every trade is openly available.
417
Insider Decl.
n/a
Thresholds
n/a
n/a
Buy Volume
€54m
46 ops.
Sell Volume
Analyst consensus: bullish or bearish?
Analysts rate Travelers Companies, INC. Hold (neutral), based on 24 analysts. Average price target: US$357.83.
45Σ signal
This score ranks the purchase within its own market. No market currently meets the historical allocation criteria, so signals remain watch-only. Not investment advice.
Fundamental score
Ranked 1,278 of 27,848 companies
79.5
score / 100
Value79
Quality80
FCF yld13%
Earn yld7.5%
EV/EBITDA8.0x
ROE27%
Gross mgn·
Net mgn13%
Debt/EBITDA0.8x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Sigma AI Analysis
Fundamental view, insider signal, bull and bear case, synthesis.
AI-generated analysis. Opinion, not investment advice. Not backtested. Built from public filings and financials. No price target, no buy or sell recommendation.
Last declaration on 28 July 2026
Declarations417 total
2,344 shares@ US$398.00CommonSEC144:0001959173-26-005407
3,572 shares@ US$390.500.0017% mcap3.6% of flowCommonSEC144:0001959173-26-005376
4,164 shares@ US$132.580.0007% mcap7.5% of flowCommon StockSEC:0000086312-26-000157:0
4,164 shares@ US$386.710.0020% mcap21.8% of flowCommon StockSEC:0000086312-26-000157:1
7,153 shares@ US$140.850.0012% mcap9.4% of flowCommon StockSEC:0000086312-26-000158:0
7,153 shares@ US$387.000.0034% mcap25.9% of flowCommon StockSEC:0000086312-26-000158:1
7,153 shares@ US$387.000.0035% mcap40.0% of flowCommonSEC144:0001959173-26-005352
5,206 shares@ US$380.000.0025% mcap5.4% of flowCommonSEC144:0001959173-26-005350
4,164 shares@ US$386.71010.0021% mcap30.8% of flowCommonSEC144:0001959173-26-005353
2,900 shares@ US$368.08650.0014% mcap8.7% of flowCommon StockSEC:0000086312-26-000152:0
100 shares@ US$368.8650.0000% mcap0.3% of flowCommon StockSEC:0000086312-26-000152:1
1,525 shares@ US$126.180.0002% mcap5.4% of flowCommon StockSEC:0000086312-26-000154:0
1,525 shares@ US$369.9050.0007% mcap15.8% of flowCommon StockSEC:0000086312-26-000154:1
5,000 shares@ US$132.580.0008% mcap6.6% of flowCommon StockSEC:0000086312-26-000156:0
5,000 shares@ US$371.6880.0024% mcap18.5% of flowCommon StockSEC:0000086312-26-000156:1
1,396 shares@ US$377.93930.0007% mcap47.7% of flowCommonSEC144:0001959173-26-005338
11,037 shares@ US$139.830.0020% mcap5.4% of flowCommon StockSEC:0000086312-26-000149:0
11,037 shares@ US$368.16410.0053% mcap14.3% of flowCommon StockSEC:0000086312-26-000149:1
3,000 shares@ US$172.500.0007% mcap1.8% of flowCommon StockSEC:0000086312-26-000149:2
3,000 shares@ US$368.5250.0014% mcap3.9% of flowCommon StockSEC:0000086312-26-000149:3
6,000 shares@ US$139.830.0011% mcap2.3% of flowCommon StockSEC:0000086312-26-000150:0
125 shares@ US$364.90330.0001% mcap0.1% of flowCommon StockSEC:0000086312-26-000150:1
5,875 shares@ US$366.11890.0028% mcap6.0% of flowCommon StockSEC:0000086312-26-000150:2
9,213 shares@ US$132.580.0016% mcap4.7% of flowCommon StockSEC:0000086312-26-000147:0
9,213 shares@ US$368.35470.0044% mcap13.2% of flowCommon StockSEC:0000086312-26-000147:1
25 of 417 declarations
关于 Travelers Companies, INC.
The Travelers Companies, Inc.（股票代码：TRV）是美国一家领先的财产和意外伤害保险公司，在美国纽约证券交易所上市。该公司以其在商业和个人保险领域的承保专业知识而闻名，并辅以庞大的理赔业务、严谨的风险选择和广泛的分销网络。对于国际投资者而言，Travelers 作为一家高质量、防御型的保险特许经营企业脱颖而出：它受益于经常性保费收入、多元化的业务线以及长期以来严谨的承保记录，同时仍面临财产和意外伤害保险市场的定价周期和巨灾波动。（[sec.gov](https://www.sec.gov/Archives/edgar/data/86312/000110465926040152/tm2611214d1_ars.pdf)） Travelers 的历史可以追溯到1864年，使其成为美国保险业经久不衰的品牌之一。公司总部位于纽约州纽约市，并在康涅狄格州哈特福德设有主要的运营机构，同时在美国全国范围内拥有业务足迹，并开展部分国际业务。Travelers 强调数据驱动的承保、卓越的理赔和技术投资，包括人工智能，作为其运营模式的一部分。公司还强调拥有超过30,000名员工，这进一步巩固了其特许经营的规模和运营能力的深度。（[sec.gov](https://www.sec.gov/Archives/edgar/data/86312/000110465926040152/tm2611214d1_ars.pdf)） 其业务分为三个可报告部门：商业保险、债券与专业保险以及个人保险。商业保险服务于中小型企业以及更复杂的商业客户，通过数千家独立代理商和经纪人进行分销。债券与专业保险涵盖担保、金融和管理责任、职业责任、网络、忠诚度及其他专业险种。个人保险专注于个人客户，主要提供汽车和房屋保险，通过独立代理商、直销渠道、合作伙伴和数字分销进行销售。这种组合使 Travelers 在商业和消费者保险之间实现了平衡的风险敞口，同时利用技术承保覆盖多种产品。（[sec.gov](https://www.sec.gov/Archives/edgar/data/86312/000110465926040152/tm2611214d1_ars.pdf)） 竞争地位强劲。Travelers 是美国财产和意外伤害保险领域的主要参与者之一，其护城河建立在规模、定价复杂性、理赔能力以及深入的代理商和经纪人网络之上。公司还持续投资于实时数字界面和运营效率。2025年，Travelers 报告了创纪录的净承保保费44.4 billion美元、核心收入6.3 billion美元和核心股本回报率19.4%，这反映了即使在巨灾损失增加的一年，其潜在盈利能力依然强劲。这种营收增长和承保纪律的结合是其投资案例的核心。（[sec.gov](https://www.sec.gov/Archives/edgar/data/86312/000110465926040152/tm2611214d1_ars.pdf)） 近期亮点也值得关注。2025年上半年，公司报告了强劲的盈利势头，这得益于较低的巨灾损失、改善的潜在承保业绩、有利的往年准备金发展以及更高的投资收益。2025年全年受到加州野火和其他恶劣天气事件的影响，但 Travelers 仍实现了稳健的盈利能力，并通过股票回购和季度股息（上调至每股1.10美元）持续向股东返还资本。总体而言，对于寻求现金生成、资产负债表实力以及投资于管理良好的财产和意外伤害保险特许经营企业的投资者而言，TRV 仍然是美国保险领域的核心持股。（[investor.travelers.com](https://investor.travelers.com/newsroom/press-releases/news-details/2025/Travelers-Reports-Excellent-Second-Quarter-and-Year-to-Date-Results/default.aspx)）
