AMF Tjanstepension 13F: Exits The Travelers Companies (TRV) Stake
Key Points
- AMF Tjanstepension exited its position in The Travelers Companies, Inc. by selling all 118,841 shares.
- The property and casualty insurer trades with a P/E ratio of 10.46 and recently sat around $394.61 per share.
- Several Wall Street firms recently updated their price targets on the insurance provider ahead of its next earnings report.
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AMF Tjanstepension closed out its investment in The Travelers Companies, Inc. (NYSE:TRV), getting rid of all 118,841 shares it held. The move was revealed in a Form 13F filing with the Securities and Exchange Commission on October 22, 2026. Because the fund completely cleared out its holdings, it no longer owns any shares of the insurer.
TRV
The Travelers Companies, Inc.
What Changed in AMF Tjanstepension's The Travelers Companies Position
The fund's exit brought its share count down from 118,841 shares to zero. Since this was a complete sale, the fund removed the entire position from its portfolio.
Other Institutional Activity in The Travelers Companies
Massachusetts Financial Services Co. trimmed its holdings by 662,502 shares, ending the period with 4,241,289 shares valued at about $1.72 billion.
The Travelers Companies, Inc. Stock Up 1.3%
The stock recently traded around $394.61, sitting below its 52-week high of $398.70. The shares have seen strong upward momentum, trading above both their 50-day and 200-day moving averages.
Recent Earnings
The company generated trailing-twelve-month revenue of $48.9 billion alongside earnings of $36.84 per share. Its net profit margin stood at 17.0% with a return on equity of 27.5%. The next earnings release is scheduled for January 20, 2027.
Dividend
The company pays an annual dividend rate of $5.0 per share, giving it a dividend yield of 1.3%. Its dividend payout ratio sits at 12.2%, meaning the firm uses a small portion of its earnings to cover payouts to shareholders.
Insider Buying and Selling at The Travelers Companies, Inc.
Company insiders have been active sellers of the stock in recent months. Diane Kurtzman sold 4,164 shares on July 24, 2026, for about $1.61 million. Maria Olivo sold 6,000 shares on August 28, 2026, for roughly $2.22 million, and later sold another 15,100 shares on October 21, 2026, for approximately $6.02 million. Michael Frederick Klein also sold 7,500 shares on October 20, 2026, for about $2.95 million.
Analysts Set New Price Targets
On October 19, 2026, Wells Fargo maintained its Equal-Weight rating and raised its price target to $377.0 from $341.0. On October 20, 2026, BMO Capital kept a Market Perform rating while lifting its target from $379.0 to $388.0. On the same day, JP Morgan maintained a Neutral rating and increased its target to $379.0 from $352.0. Mizuho kept a Neutral rating on October 20, 2026, while bumping its target to $371.0 from $345.0. Keefe, Bruyette & Woods also maintained a Market Perform rating on October 20, 2026, pushing its target from $372.0 to $382.0. Overall, the stock holds a consensus hold rating from analysts.
About The Travelers Companies
The Travelers Companies, Inc. provides commercial and personal property and casualty insurance products. It serves businesses, government units, and individuals through three core segments: Business Insurance, Bond & Specialty Insurance, and Personal Insurance.
Bottom Line
Investors will look toward the company's next earnings report on January 20, 2027, for updates on financial performance. Institutional filings and insider transaction trends will continue to provide clues about how major stakeholders view the insurer's path forward.
Related Filing Alerts
Source: AMF Tjanstepension's 13F filing on $TRV (Oct 22, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts