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The Travelers Companies Inc TRV

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Morningstar’s Analysis

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Travelers Enjoys Tailwind on Both Sides of the Business in Second Quarter

Brett Horn, CFA Senior Equity Analyst

Analyst Note

| Brett Horn, CFA |

Travelers reported a strong second quarter, as the commercial side of the business is benefiting from recent industry price increases, and the personal side is still enjoying some pandemic tailwinds, although the effect appears to be tapering off. Overall, we consider the 13% annualized ROE in the quarter to be a solid result for the narrow-moat franchise. We will maintain our $163 fair value estimate.

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Company Profile

Business Description

Travelers offers a broad product range and participates in both commercial and personal insurance lines. Its commercial operations offer a variety of coverage types for companies of any size but concentrate on serving midsize businesses. Its personal lines are roughly evenly split between auto and homeowners insurance. Policies are distributed via a network of more than 11,000 brokers and independent agents.

485 Lexington Avenue
New York, NY, 10017
T +1 917 778-6000
Sector Financial Services
Industry Insurance - Property & Casualty
Most Recent Earnings Jun 30, 2021
Fiscal Year End Dec 31, 2021
Stock Type Classic Growth
Employees 30,600