The Travelers Companies (TRV) CEO Schnitzer Sells $35M of Stock

The Travelers Companies, Inc. (NYSE: TRV) Chairman and CEO Alan D Schnitzer sold 88,900 shares of the company on October 21, 2026. The transaction was revealed in a Form 4 filing with the Securities and Exchange Commission. The sale comes as the property and casualty insurer trades near the top of its 52-week range.

TRV The Travelers Companies, Inc.

$398.29 ▲ +41.23% year to date

1M 3M YTD

Daily close · Oct 23, 2026

Inside Alan D Schnitzer's TRV Trade

Schnitzer executed the sale of 88,900 shares at an average price of $396.77 per share, generating a total value of $35,273,173.04. Following the transaction, which was not executed under a pre-arranged Rule 10b5-1 plan, the chief executive holds 303,124.499 shares directly. This reduced his personal holding by roughly 22.7%.

Other Institutional Activity in The Travelers Companies

Other large investors adjusted their holdings in the insurer during recent reporting periods. PensionDanmark Pensionsforsikringsaktieselskab trimmed its stake by 8,227 shares to end with 47,655 shares valued at about $17.0 million. Massachusetts Financial Services Co. reduced its position by 662,502 shares, holding 4,241,289 shares worth approximately $1.7 billion. Meanwhile, AMF Tjanstepension sold out of its entire position by shedding 118,841 shares, and Curated Wealth Partners cut its holdings by 2,754,919 shares to finish with 2,537 shares worth about $904,466.

The Travelers Companies, Inc. Stock Down 0.2%

The stock closed at $398.95 on the day of Schnitzer's trade and recently traded around $398.29 as of October 23, 2026. That puts the price about 2.3% below its 52-week high of $407.87 and well above its 200-day moving average of $326.30. The recent price also sits above the average analyst price target of $374.29.

Recent Earnings

For the trailing twelve months, the company reported revenue of $48.92 billion and earnings of $38.03 per share. The firm posted a net profit margin of 17.0% and a return on equity of 27.5%. Its next quarterly earnings report is scheduled for release on January 20, 2027.

Dividend

The provider pays an annual dividend of $5.00 per share, yielding 1.23% based on recent trading levels. The payout represents 12.4% of the company's earnings.

Insider Buying and Selling at The Travelers Companies, Inc.

Several other executives trimmed their holdings prior to and around the time of the CEO's transaction. Diane Kurtzman sold 4,164 shares on July 24, 2026, for about $1.6 million. Maria Olivo sold 6,000 shares on August 28, 2026, for roughly $2.2 million, and later sold another 15,100 shares on October 21, 2026, for about $6.0 million. Michael Frederick Klein sold 7,500 shares on October 20, 2026, for about $2.9 million.

Analysts Set New Price Targets

Wells Fargo maintained its Equal-Weight rating while lifting its price target from $341.00 to $377.00 on October 19, 2026. BMO Capital kept a Market Perform rating on October 20, 2026, raising its target from $379.00 to $388.00. JP Morgan kept a Neutral rating on October 20, 2026, increasing its target from $352.00 to $379.00. Mizuho maintained a Neutral rating on October 20, 2026, raising its target from $345.00 to $371.00. Keefe, Bruyette & Woods kept a Market Perform rating on October 20, 2026, lifting its target from $372.00 to $382.00. Across the broader analyst community, the stock carries a consensus hold rating from 24 analysts with a mean price target of $374.29.

About The Travelers Companies

Headquartered in New York, the firm provides commercial and personal property and casualty insurance products to businesses, government units, and individuals through three core segments.

Bottom Line

Chief Executive Alan Schnitzer's multi-million-dollar share sale highlights executive transactions occurring while the stock trades near its yearly highs. Investors will watch for further insider filings and the upcoming earnings report on January 20, 2027, to gauge future performance.