Raiffeisen Bank International AG Acquires 41,654 Shares of The Progressive Corporation $PGR
Raiffeisen Bank International AG significantly increased its stake in The Progressive Corporation by 29.7% in Q3, now holding 182,113 shares valued at approximately $44.51 million. Despite this, some analysts have trimmed price targets and ratings, with the consensus rating being "Hold" with an average target price of $245.29. Company insiders have been net sellers, offloading over 11,000 shares in the last quarter, while institutional investors own about 85.34% of the stock.
Raiffeisen Bank International AG Has $8.15 Million Stake in The Travelers Companies, Inc. $TRV
Raiffeisen Bank International AG decreased its stake in The Travelers Companies, Inc. by 18.8%, selling 6,823 shares and now holding 29,456 shares valued at $8.15 million. This comes as company insiders have also been net sellers of the stock. Travelers Companies has announced a $5 billion share buyback program and a $1.10 quarterly dividend, while reporting strong quarterly earnings that surpassed analyst estimates.
Travelers Cos EVP Lefebvre sells $1.74 million in shares
Mojgan M. Lefebvre, EVP and Chief Technology & Operations Officer at Travelers Companies Inc (NYSE:TRV), sold over 5,800 shares of common stock for approximately $1.74 million on February 19, 2026, while also acquiring over 12,000 shares at no cost due to performance objectives. Analysts have offered varied assessments of TRV, with Raymond James raising its price target while Jefferies lowered its target, and UBS and Mizuho maintaining their ratings with adjusted price targets.
Travelers Companies (NYSE:TRV) Hits New 1-Year High After Analyst Upgrade
Travelers Companies (NYSE:TRV) hit a new 52-week high after an analyst upgrade from Keefe, Bruyette & Woods, raising its price target to $340. The company reported strong Q4 earnings, surpassing estimates, and announced a $5 billion share buyback program along with a $1.10 quarterly dividend. Despite recent insider selling, institutional investors have increased their positions in the insurance provider.
Insider Sell: Mojgan Lefebvre Sells 5,827 Shares of The Travelers Companies Inc (TRV)
Mojgan Lefebvre, Executive Vice President & Chief Technology & Operations Officer at The Travelers Companies Inc (TRV), sold 5,827 shares of the company on February 19, 2026. This transaction means she now holds 0 shares. The stock is currently trading at $298.25, suggesting it is modestly overvalued according to its GuruFocus Value.
U.S. stocks higher at close of trade; Dow Jones Industrial Average up 0.47%
U.S. stocks closed higher on Friday, with the Dow Jones Industrial Average gaining 0.47%, the S&P 500 rising 0.69%, and the NASDAQ Composite climbing 0.90%. Gains were driven by the Consumer Services, Technology, and Telecoms sectors. Commodity prices also saw movement, with Gold Futures up and Crude oil slightly down.
Travelers stock hits all-time high at 304.4 USD By Investing.com
Travelers Companies Inc. (TRV) stock reached an all-time high of $304.4, reflecting a 26.68% increase over the past year and underscoring strong performance and investor confidence. The company, with a $65.8 billion market cap, trades at a P/E ratio of 11.04, suggesting attractive value. Recent analyst ratings show a mix of price target adjustments following strong quarterly results, with Raymond James raising its target to $330, while Jefferies, UBS, and Mizuho adjusted theirs downwards or maintained ratings.
Travelers stock hits all-time high at 304.4 USD By Investing.com
Travelers Companies Inc. stock reached an all-time high of $304.4 USD, reflecting a 26.68% increase over the past year and underscoring strong performance and investor confidence. The insurance giant, with a $65.8 billion market cap, trades at a P/E ratio of 11.04, which InvestingPro data suggests represents attractive value. This milestone is supported by solid financial results and strategic initiatives, though analysts have varied price targets ranging from $290 to $330.
Travelers stock hits all-time high at 304.4 USD By Investing.com
Travelers Companies Inc. (TRV) stock reached an all-time high of $304.4 USD, reflecting a 26.68% increase over the past year and underscoring strong performance and investor confidence. The insurance giant, with a $65.8 billion market cap, trades at a P/E ratio of 11.04, which InvestingPro data suggests indicates attractive value. Recent analyst ratings indicate mixed perspectives, with Raymond James raising its price target to $330 due to strong quarterly results, while Jefferies, UBS, and Mizuho have adjusted their price targets reflecting various market considerations.
Travelers stock hits all-time high at 304.4 USD
Travelers Companies Inc. (TRV) stock reached an all-time high of $304.4 USD, marking a 26.68% increase over the past year. This achievement is supported by strong financial results and strategic initiatives, with analysts offering varied perspectives on future performance. The stock's current P/E ratio suggests attractive value relative to its near-term earnings growth potential.
RLI CORP SEC 10-K Report
RLI Corp. released its 2025 10-K report, detailing robust financial performance with significant increases in revenue, net earnings, and underwriting income, driven by growth in the casualty segment and improved investment income. The specialty insurance company, which focuses on unique risks, highlighted strategic initiatives to enhance operational efficiency and maintain its competitive edge. The report also outlined key business segments, distribution channels, strong financial strength ratings, and a comprehensive overview of market, regulatory, and technological risks.
Travelers (TRV) Up 7.7% Since Last Earnings Report: Can It Continue?
Travelers (TRV) shares have risen 7.7% since its last earnings report, outperforming the S&P 500. The company reported strong fourth-quarter 2025 results, beating analyst estimates with core income of $11.13 per share, driven by higher net investment income, lower catastrophe losses, and improved underwriting gains. Analysts have shown an upward trend in estimates, with Travelers currently holding a Zacks Rank #3 (Hold).
Travelers (TRV) Up 7.7% Since Last Earnings Report: Can It Continue?
Travelers (TRV) shares have risen 7.7% since its last earnings report, outperforming the S&P 500. The company reported strong Q4 2025 core income of $11.13 per share, beating estimates by 32%, driven by higher net investment income, underwriting gains, and lower catastrophe losses. Analysts have shown an upward trend in estimates for TRV, which currently holds a Zacks Rank #3 (Hold) and an overall VGM Score of A.
Travelers Loses Ohio Asbestos Occurrence Ruling
An Ohio appellate court ruled against Travelers in a $6 million coverage dispute with Copeland Corporation regarding asbestos claims. The court determined that Ohio law governs the policies and that each individual asbestos exposure constitutes a separate occurrence, rather than a single event as argued by Travelers. This decision significantly increases Copeland's potential coverage from $3 million to up to $9 million across three policies.
Travelers to enhance customer experience with new Agentic AI Claim Assistant
Travelers has launched its new AI Claim Assistant, an agentic intelligent voice service developed using OpenAI's models, to improve customer experience for auto damage claims. This AI solution offers comprehensive, natural service for claim filing, policy information, and managing related tasks, ultimately streamlining the process and allowing human agents to focus on more strategic roles. The company chose OpenAI for its enterprise-grade security and reliability, emphasizing a commitment to innovation that combines AI with human expertise.
Analysts Offer Insights on Financial Companies: Travelers Companies (TRV) and Progressive (PGR)
Analysts have provided insights into financial companies Travelers Companies (TRV) and Progressive (PGR). Evercore ISI maintained a Buy rating on Travelers with a $317.00 price target, reflecting a Moderate Buy consensus. William Blair maintained a Hold rating on Progressive, which also has a Moderate Buy consensus with a $242.80 average price target, suggesting a 16.5% upside.
Travelers, XL Specialty denied appeal in $25.5 million Cigna coverage dispute
Delaware's top court has denied an appeal from Travelers, XL Specialty, and two other insurers, upholding a ruling that a Justice Department demand for information should be treated as a covered insurance claim for Cigna. This decision leaves the insurers facing a $25.5 million coverage dispute regarding Cigna's expenses in responding to a federal investigation into potential False Claims Act violations. The case highlights the increasing complexity of trigger points for professional liability policies in healthcare, especially concerning government investigations.
Analysts Offer Insights on Financial Companies: Travelers Companies (TRV) and Progressive (PGR)
Analysts have provided insights on Travelers Companies (TRV) and Progressive (PGR), both in the Financial sector. David Motemaden of Evercore ISI maintained a Buy rating on Travelers Companies with a price target of $317.00, while Adam Klauber from William Blair maintained a Hold rating on Progressive, whose shares are near their 52-week low. The general sentiment for Travelers is a Moderate Buy, and for Progressive, it's also a Moderate Buy with a potential 16.5% upside from current levels.
Analysts Offer Insights on Financial Companies: Travelers Companies (TRV) and Progressive (PGR)
Analysts from Evercore ISI and William Blair have provided insights on financial companies Travelers Companies (TRV) and Progressive (PGR). David Motemaden of Evercore ISI maintained a Buy rating on Travelers with a $317.00 price target, while Adam Klauber of William Blair maintained a Hold rating on Progressive, whose shares are near their 52-week low. The consensus for Travelers is a Moderate Buy, and for Progressive, it's also a Moderate Buy with a 16.5% upside potential.
Travelers Companies (NYSE:TRV) Price Target Raised to $340.00 at Keefe, Bruyette & Woods
Keefe, Bruyette & Woods has increased its price target for Travelers Companies (NYSE:TRV) to $340.00, maintaining an "outperform" rating, following the insurance provider's strong quarterly earnings report. Travelers exceeded analyst expectations with an EPS of $11.13 and revenue of $12.43 billion, and its board approved a $5 billion share repurchase program. Despite some insider selling, the company demonstrates robust financial performance with a 20.7% return on equity.
Kemper Corp Stock Pops After Earnings Beat: Is the Turnaround Real?
Kemper Corp (NYSE: KMPR) reported an earnings beat, driving its stock higher as the company benefits from improved underwriting, lower catastrophe losses, and effective pricing actions. The article explains that Kemper, a US-focused property & casualty and life & health insurer, is undergoing a quiet turnaround, supported by strong fundamentals rather than speculative trading. For US investors, KMPR represents a leveraged play on normalizing personal-auto loss trends and the high-rate environment, offering a potential diversifier within a financial portfolio.
Does Kinsale Capital Group's (KNSL) Higher Earnings And New Dividend Clarify Its Capital Allocation Priorities?
Kinsale Capital Group (KNSL) recently reported strong Q4 and full-year 2025 results with increased revenue and net income, alongside declaring a new US$0.25 per-share dividend. This move is seen as reinforcing the company's strong current profitability, supporting both reinvestment and shareholder distributions, despite ongoing market risks like competitive pricing and inflation. While the dividend is modest, it suggests a clear capital allocation priority to return value to shareholders amidst solid earnings.
AI Claim Assistant Now Taking Auto Damage Claims Calls at Travelers
Travelers Companies has launched its AI Claim Assistant, an intelligent voice service that uses OpenAI model capabilities to handle customer auto damage claim calls. The new assistant provides comprehensive service, guiding customers from consultation through claim submission, offering policy information, and expediting the claims process. Travelers plans to expand the AI assistant to other lines of business and is upskilling call center employees for more strategic roles.
Travelers (TRV) Unveils AIClaim Assistant to Enhance Claims Proc
Travelers (TRV) has launched its new AIClaim Assistant, powered by OpenAI technology, to streamline auto damage claims via an intelligent voice service. The company, a significant player in the property and casualty insurance industry with a market cap of $64.7 billion, plans to expand this AI tool to other business areas. While Travelers shows strong financial health and stable market position, insider selling activity warrants attention from investors.
Progressive (PGR) Reports Increase in January Net Premiums Writt
Progressive (PGR) reported a significant increase in net premiums written to $6.74 billion and net premiums earned to $6.92 billion for January. The company projects a rise in GAAP EPS to $1.98, while pretax net realized gains on securities are expected to decline by 6%. Despite some insider selling, Progressive's financial health is strong with robust revenue growth, a healthy balance sheet, and attractive valuation metrics, suggesting a stable outlook for the leading auto insurer.
Travelers Launches Industry-Leading Agentic AI Claim Assistant Developed with OpenAI
Travelers has launched an industry-leading AI Claim Assistant, developed with OpenAI, to enhance the customer experience for filing claims. This agentic intelligent voice service uses advanced language and speech recognition to handle customer calls, initially for auto damage claims with plans to expand. The solution aims to deliver superior customer outcomes through efficient processes, supported by positive early feedback and a focus on upskilling employees into more strategic roles.
HighTower Advisors LLC Purchases 4,163 Shares of The Travelers Companies, Inc. $TRV
HighTower Advisors LLC increased its stake in The Travelers Companies, Inc. (NYSE:TRV) by 2.5% in the third quarter, now owning 173,341 shares worth approximately $48.4 million. Travelers reported strong quarterly earnings of $11.13 EPS, exceeding expectations, and its board authorized a $5.0 billion share buyback program. Analysts currently hold an average "Hold" rating for TRV with a consensus price target of $303.00, despite recent stock sales by company insiders.
Safety Insurance Group declares $0.92 quarterly dividend
Safety Insurance Group (NASDAQ:SAFT) announced a quarterly cash dividend of $0.92 per share payable on March 13, 2026, to shareholders of record by March 2, 2026. The Massachusetts-based property and casualty insurer also plans to release its Q4 and year-end 2025 financial results on February 25, 2026, and will hold its 2026 Annual Meeting of Shareholders on May 13, 2026.
Travelers Companies board member Rafael Santana to depart
Rafael Santana will not seek re-election to The Travelers Companies' (TRV) board of directors after his term ends in 2026, citing increasing professional obligations at Wabtec. His departure is described as amicable and not a result of any disagreement with Travelers' management or board. The company praised his service, reinforcing governance stability despite the upcoming change in board composition.
Travelers Companies, Inc Announces Not to Stand for Re-Election of Rafael Santana to the Board of Directors
The Travelers Companies, Inc. announced that Rafael Santana will not seek re-election to the company's Board of Directors at the 2026 Annual Meeting of Shareholders. His decision, communicated on February 13, 2026, was not due to any disagreement with management or the Board. Mr. Santana will complete his term, which concludes at the 2026 Annual Meeting.
Vanguard Group Inc. Cuts Position in The Travelers Companies, Inc. $TRV
Vanguard Group Inc. reduced its stake in The Travelers Companies by 0.2% in Q3, selling 47,383 shares but still retaining a significant stake valued at approximately $6.14 billion. Despite the slight reduction by Vanguard, Travelers reported strong quarterly earnings, beating expectations, and announced a $5 billion share buyback program and a $1.10 quarterly dividend. While some analysts have upgraded the stock, the overall consensus remains a "Hold" with a target price of $303.00.
Did AXIS’s New Leadership Structure Just Reframe AXIS Capital Holdings' (AXS) Specialty Underwriting Ambitions?
AXIS Capital Holdings Limited recently announced executive leadership changes, including appointing Ann Haugh as Group Chief Operations Officer and expanding Dan Draper’s role to lead AXIS Re and AXIS ILS. These changes aim to consolidate operations and underwriting, tightening the company's focus on specialty underwriting. The article highlights that these shifts are aligned with AXIS's existing investment narrative of disciplined underwriting and efficiency, with Haugh's new role specifically addressing expense control and consistent execution, though cyber risks remain a key concern.
JPMorgan Chase & Co. Buys 119,481 Shares of The Travelers Companies, Inc. $TRV
JPMorgan Chase & Co. increased its stake in Travelers Companies by 1.6% in the third quarter, acquiring an additional 119,481 shares. This brings their total holdings to 7,746,231 shares, valued at approximately $2.16 billion and representing about 3.47% of the insurance provider. The article also notes Travelers' strong quarterly earnings, share buyback authorization, and recent analyst ratings.
Delaware Supreme Court revives insurer claims in Blackbaud ransomware case
The Delaware Supreme Court has revived subrogation claims by insurers against Blackbaud, Inc., reversing a lower court's dismissal. This ruling puts over $2.1 million in insurer payouts to 97 policyholders back in play, stemming from Blackbaud's 2020 ransomware attack and alleged failure to properly handle the data breach. The case will now return to the Superior Court for further proceedings.
The Bull Case For White Mountains Insurance Group (WTM) Could Change Following 2025 Profit Rebound And Buyback Completion
White Mountains Insurance Group (WTM) recently reported a significant profit rebound in Q4 2025 and for the full year, reversing prior losses and reaching over a billion dollars in net income. This turnaround, alongside the completion of an 8.02% share repurchase program, alters the investment outlook for the company. Investors are now focused on how the new leadership will deploy a strengthened balance sheet and ensure sustainable value creation, considering a portion of the 2025 gains were one-off.
Is The Travelers Companies Inc Gaining or Losing Market Support?
The Travelers Companies Inc (NYSE: TRV) has seen a 7.5% increase in its short interest as a percent of float since its last report, indicating a rise in bearish sentiment among investors. Currently, 3.73 million shares are sold short, representing 1.72% of its tradable shares, which would take about 2.02 days to cover. Despite this increase, Travelers' short interest is still lower than the peer group average of 3.36%.
Chubb Units Sue Texas Company Over Oil and Gas Wastewater Case
Chubb Ltd. units have sued NGL Water Solutions Permian LLC in Texas, seeking to avoid coverage for a lawsuit alleging the wastewater disposal company's operations damaged underground oil and gas formations. The insurers claim pollution exclusions in their policies bar coverage. The underlying suit accuses NGL of injecting over 100 million barrels of wastewater that escaped permitted areas.
With 88% institutional ownership, The Travelers Companies, Inc. (NYSE:TRV) is a favorite amongst the big guns
The Travelers Companies, Inc. (NYSE:TRV) is heavily favored by institutional investors, who collectively own 88% of the company's shares. This significant institutional holding suggests their strong influence on the company's share price and decisions, with the top 13 shareholders controlling 51% of the business. Individual investors hold 11%, while insiders own less than 1% of the company.
Bank of America cuts Travelers (TRV) target, citing weak P&C pricing trends
Bank of America has decreased its price target for Travelers (TRV) from $231 to $224, maintaining a Neutral rating. This adjustment is attributed to a projected slowdown in property and casualty (P&C) pricing trends across the commercial insurance sector, despite Travelers' strong balance sheet, capital returns, and disciplined underwriting. The firm anticipates a more challenging operating environment ahead due to these market conditions.
A Look At RLI Corp (RLI) Valuation After Mixed Recent Share Price Performance
RLI Corp (RLI) has experienced mixed share performance, with a 13.8% decline over the past year but a 3.7% increase in the last month. Despite analyst price targets being above the current price, Simply Wall St's narrative valuation model suggests the stock is 3.1% overvalued at $61.62 against a fair value of $59.75, based on factors like revenue growth, margins, and future earnings multiples. Investors are encouraged to explore potential risks and build their own narratives to assess RLI's true value.
Enstar to acquire AF Group from Blue Cross
Enstar, a global insurance and reinsurance group, has agreed to acquire Accident Fund Holdings, Inc. (AF Group) from Blue Cross Blue Shield of Michigan. The transaction, expected to close in the second half of 2026, will see AF Group operate as a standalone subsidiary, leveraging Enstar's financial strength and complementary P&C capabilities. This move expands Enstar's global re/insurance offerings and allows Blue Cross Blue Shield of Michigan to strengthen its focus on healthcare affordability.
Assetmark Inc. Acquires 2,702 Shares of ASML Holding N.V. $ASML
Assetmark Inc. has increased its stake in ASML Holding N.V. by 8%, acquiring an additional 2,702 shares, bringing its total to 36,347 shares valued at approximately $35.19 million. This move comes as ASML experiences strong order momentum and an 11% stock climb in the last month, driven by AI demand and a substantial backlog. Despite strong analyst ratings and increased dividends, the company's high P/E ratio in the mid-50s raises valuation concerns.
Cincinnati Financial: How a Quiet Insurer Is Turning Data, Discipline, and Distribution Into a Competitive Edge
Cincinnati Financial is presented as a quiet but powerful insurance platform that leverages data, agency reach, and disciplined underwriting. The article details its integrated product ecosystem, agent-centric design, and strategic investments in technology to navigate rising catastrophe losses and evolving client demands. It also compares Cincinnati Financial's offerings to competitors like Travelers, The Hartford, and Chubb, highlighting its competitive advantages in distribution, underwriting culture, and long-term orientation, which collectively influence its stock valuation.
A Look At Travelers (TRV) Valuation After Recent Share Price Strength
Travelers Companies (TRV) shares have seen recent strength, closing at $299.03, and boasting significant one-year and five-year shareholder returns. Despite analyst forecasts predicting a slight revenue decrease and margin shrinkage, the stock is considered "undervalued" with a fair value estimate of $301.10. The valuation relies on a complex mix of earnings power, potential valuation multiple expansion, and a shrinking share count.
HCI Group (HCI) Registers a Bigger Fall Than the Market: Important Facts to Note
HCI Group (HCI) shares fell by 1.94% in the most recent trading session, underperforming the broader market. Analysts project significant year-over-year growth for its upcoming earnings, with an expected increase of 1470.97% in EPS and 43.08% in revenue. The stock currently holds a Zacks Rank of #3 (Hold) and trades at a Forward P/E ratio of 10.3, indicating a discount compared to its industry average.
The Travelers Companies, Inc. $TRV Shares Acquired by Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co increased its stake in The Travelers Companies, Inc. (NYSE:TRV) by 21.7% in the 3rd quarter, holding 48,247 shares valued at $13.47 million. Several other institutional investors also adjusted their holdings, with 82.45% of the stock owned by hedge funds and institutions. Analysts have a "Hold" rating on TRV with a consensus target price of $303.00, and the company recently declared a quarterly dividend of $1.10 per share and authorized a $5 billion share repurchase program.
Lafayette Investments Inc. Boosts Holdings in ASML Holding N.V. $ASML
Lafayette Investments Inc. significantly increased its stake in ASML Holding N.V. (NASDAQ:ASML) by 63.3% in the third quarter, bringing its total holdings to 2,400 shares valued at approximately $2.323 million. This comes as ASML recently raised its quarterly dividend to $3.1771, resulting in a 0.9% yield. Analysts maintain a "Moderate Buy" consensus rating for ASML, with an average price target of $1,475, and Wells Fargo specifically raised its target to $1,650.
Are Wall Street Analysts Bullish on Travelers Stock?
Travelers Companies, Inc. (TRV) has shown strong market performance, outperforming the S&P 500 and the XLF ETF over the past year. The insurer reported better-than-expected Q4 2025 results driven by strong underwriting and net investment income, leading to a "Moderate Buy" consensus rating from analysts, despite an expected slight decrease in EPS for fiscal year 2026. UBS recently raised its price target for TRV, suggesting potential upside.
Atria Investments Inc Has $10.37 Million Position in ASML Holding N.V. $ASML
Atria Investments Inc. reduced its stake in ASML Holding N.V. by 12% in Q3, now holding 10,712 shares valued at $10.37 million. ASML recently increased its quarterly dividend to $3.1771 per share, reflecting an annualized dividend of $12.71 and a yield of 0.9%. Analysts maintain a "Moderate Buy" consensus rating with a target price of $1,475.00 for ASML.
Tootsie Roll Industries, Inc. $TR Shares Sold by ProShare Advisors LLC
ProShare Advisors LLC reduced its stake in Tootsie Roll Industries (NYSE: TR) by 16.3% in the third quarter of 2025, selling 30,603 shares and now owning 157,404 shares valued at $6.60 million. Despite this, other institutional investors increased their holdings, and the company has a strong dividend payout ratio and a "Hold" consensus rating from analysts. Tootsie Roll Industries opened at $41.14 with a market cap of $3.0 billion.
