Stockchase Opinions

Brian Acker, CASt. Paul Travelers Companies Inc.TRVTOP PICKMay 24, 2005

2.5% dividend. Financials in general seem to be mispriced.
$37.84

Stock price when the opinion was issued

$289.95

As of Jun 03, 2026. Market Open.

insurance
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BUY

Property and casualty insurance is bumping up against much better comps.

BUY

Trades at 11x earning at 10% premium growth. They've raised the dividend 20 straight years.

TOP PICK
Feels it's mispriced. Will probably hold for a couple of months until the mispricing corrects itself.
DON'T BUY
Property/casualty group looks OK but this company is underperforming the sector. Look for strength, not weakness.
TOP PICK
Will far outpace the average market in its earnings are the cyclicals that are exposed to the economy.
TOP PICK
A high quality company that is cheap. Insurance stocks have become incredibly compressed because of the fear of higher interest rates and it has been overdone.