Company facts
- Industry
- Fire, Marine & Casualty Insurance
- Headquarters
- Saint Paul, Minnesota
- Most recent report
- 10-Q, filed Oct 16, 2026
- Incorporated
- Minnesota
- Filings on record
- 1,000+ filings
- On EDGAR
- CIK 86312
- Fiscal year ends
- December
- Filer status
- Large accelerated filer
Financials 8 of 33
News 8 of 61
Prospectuses and Registrations 8 of 35
- 424B3 Prospectus supplement for an offering Jul 22, 2026
- FWP Free writing prospectus Jul 21, 2026
- 424B3 Prospectus supplement for an offering Jul 21, 2026
- S-8 Registration statement for an employee plan Jul 17, 2026
- S-8 Registration statement for an employee plan Nov 7, 2025
- 424B5 Prospectus supplement for an offering Jul 23, 2025
- FWP Free writing prospectus Jul 21, 2025
- 424B3 Prospectus supplement for an offering Jul 21, 2025
Proxies 8 of 43
- DEFA14A Extra proxy material May 12, 2026
- DEFA14A Extra proxy material Apr 7, 2026
- DEF 14A Proxy statement for a shareholder vote Apr 7, 2026
- PX14A6G Shareholder's own proxy material May 19, 2025
- DEFA14A Extra proxy material May 14, 2025
- PX14A6G Shareholder's own proxy material Apr 22, 2025
- DEFA14A Extra proxy material Apr 4, 2025
- DEF 14A Proxy statement for a shareholder vote Apr 4, 2025
Ownership 8 of 814
- 4 Insider reported a trade Oct 1, 2026
- 4 Insider reported a trade Oct 1, 2026
- 4 Insider reported a trade Oct 1, 2026
- 4 Insider reported a trade Aug 31, 2026
- 144 Notice of a proposed sale of restricted stock Aug 28, 2026
- 4 Insider reported a trade Aug 18, 2026
- 3/A Insider reported their initial holding, amended Aug 18, 2026
- 3 Insider reported their initial holding Aug 12, 2026
Other 8 of 14
- N-PX Record of how a fund voted its shares Aug 7, 2026
- 11-K Employee stock plan report Jun 15, 2026
- ARS Annual report sent to shareholders Apr 7, 2026
- N-PX Record of how a fund voted its shares Aug 8, 2025
- 11-K Employee stock plan report Jun 16, 2025
- ARS Annual report sent to shareholders Apr 4, 2025
- 11-K Employee stock plan report Jun 18, 2024
- ARS Annual report sent to shareholders Apr 2, 2024
What to read: Sep 2026 10-Q
SECSift found 3 of 11 sections worth reading, with 4 positive, 12 notable, and 1 negative flags.
Financial Statements (Item 1)
Financial statements with real events: Canadian sale closed, heavy buybacks, debt issue, big unrealized losses.PositiveNotable- Canadian business sale closed Jan 2, 2026, bringing in $2,388M cash and removing $4,550M held-for-sale assets.
- Added $295M to asbestos reserves in Q3 2026, a large one-time charge, slightly above last year's $277M.
- Issued $750M of 4.95% senior notes due 2031, netting $744M, while repaying $200M of 7.75% notes due 2026.
Management's Discussion (Item 2)
Full MD&A with segment results, asbestos reserve increase, and capital return details.PositiveNotable- Catastrophe losses were $538M in Q3 2026, up from $402M in Q3 2025.
- Net favorable prior year reserve development was $234M in Q3 2026, up from $22M in Q3 2025.
- Net unrealized investment losses grew to $8.05B at Sep 30, 2026 from $1.86B at Dec 31, 2025.
- Holding company liquidity of $3.17B at Sep 30, 2026, above $1.47B target.
- Bond & Specialty Insurance net written premiums grew 12% in Q3 2026.
- Personal Insurance segment income fell 13% in Q3 2026 due to higher catastrophe losses.
- Share repurchases totaled $4.74B in first nine months of 2026, up from $1.49B in 2025.
- A.M. Best affirmed all ratings with stable outlook on Aug 21, 2026.
Unregistered Sales and Repurchases (Item 2)
Buyback pace and remaining authorization are material capital-allocation facts for Q3 2026.
What changed: Sep 2026 vs. Jun 2026
About 2% of TRV's Sep 2026 10-Q is new information. 11 paragraphs were added, 232 changed, and 42 removed. Below are the most important lines SECSift identified.
Changed
- Diluted EPS rose to $9.04 for Q3 2026 from $8.24 in Q3 2025, and to $27.05 for 9M 2026 from $16.45 in 9M 2025. Item 1
- Share repurchases under authorizations rose to $1.50B in Q3 2026 from $1.30B in Q2 2026, and to $4.60B for 9M 2026 from $3.10B for 6M 2026. Item 1
- Unfunded commitments rose to $1.70B as of Sep 30, 2026 from $1.55B as of Jun 30, 2026. Item 1
- Acquired 22,146 shares for $8 million outside plans in Q3 2026, down from 35,692 shares for $11 million in Q2 2026. Item 2
- Catastrophe losses rose to $538 million from $402 million in the third quarter of 2025. Item 2
- Net income rose to $1,917M for Q3 2026 from $1,888M in Q3 2025, and to $5,836M for 9M 2026 from $3,792M in 9M 2025. Item 1
- Net realized investment losses of $34 million vs. gains of $27 million in the third quarter of 2025. Item 2
- Exhibit 101.1 now covers the quarter ended September 30, 2026, not June 30, 2026. Item 6
- Exhibit 101.1 now includes three and nine months ended periods, not three and six months. Item 6
- Quarter referenced for no material change in internal control is now ended September 30, 2026 instead of June 30, 2026. Item 4
Removed
- Exhibit 10.1, the Amended and Restated 2023 Stock Incentive Plan, was removed. Item 6
- Exhibit 99.1, the Revolving Credit Agreement dated May 15, 2026, was removed. Item 6
- Prior filing mentioned a new payment and billing platform for Personal Insurance implemented in the quarter ended June 30, 2026. Item 4
Everything here comes from Travelers Companies, Inc.'s own filings on SEC EDGAR. The filing list is rechecked every hour. SECSift analysis was completed on Oct 16, 2026, from the 10-Q for Sep 2026.