Recent 8-K filings for TRV

• April 16, 2026, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01 ◈ Earnings Releases

  Travelers Q1 core EPS $7.71, net income $1.71B; boosts dividend 14% to $1.25

  Net income $1.711B ($7.78 diluted EPS) vs $395M ($1.70) in prior year; core income $1.696B ($7.71).

• January 21, 2026, 6:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  Travelers Q4 net income $2.496B, EPS $11.06, up 23% YoY; combined ratio 80.2%

  Net income per diluted share $11.06 (up 23%), core income $11.13 (up 22%).

• October 16, 2025, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01

  Travelers Q3 net income up 50% to $1.888B, core EPS $8.14, combined ratio 87.3%

  Net income $1.888B ($8.24 diluted) +50% YoY; core income $1.867B ($8.14) +53%.

• July 17, 2025, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  Travelers Q2 net income $1.509B ($6.53 EPS), core EPS $6.51, combined ratio 90.3%

  Net income up 183% to $1.509B; core income up 157% to $1.504B; diluted core EPS $6.51 vs $2.51.

• May 27, 2025, 7:59 PM ET M&A materiality 0.85 positive item 8.01item 9.01

  Travelers sells Canadian P&C business to Definity for $2.4B; retains surety

  Purchase price ~US$2.4B, representing 1.8x book value after adjusting for ~$0.8B excess local capital repatriated.

• April 16, 2025, 7:59 PM ET earnings materiality 0.85 negative item 2.02item 9.01

  Travelers Q1 net income $395M ($1.70/diluted), core $443M; cat losses $2.27B from CA wildfires

  Net income $395M ($1.70/diluted) down 65% YoY; core income $443M ($1.91/diluted) down 60%.

• February 11, 2025, 6:59 PM ET other material materiality 0.85 negative item 7.01item 9.01

  Travelers estimates $1.7B pre-tax catastrophe loss from January 2025 California wildfires

  Preliminary pre-tax catastrophe loss of $1.7B ($1.3B after-tax) from Jan 2025 CA wildfires.

• January 27, 2025, 6:59 PM ET other material materiality 0.75 negative item 7.01item 9.01

  Travelers reports 2024 core EPS $21.58 (+64% YoY); warns California wildfires will materially affect Q1 2025

  Full-year 2024 core income $5,025M, up 64% YoY; core EPS $21.58.

• January 22, 2025, 6:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  Travelers Q4 net income $2.08B, EPS $8.96 up 28%; core EPS $9.15 up 31%

  Q4 net income $2.082B ($8.96 diluted EPS), up 28% vs $1.626B ($6.99) year ago; core income $2.126B ($9.15), up 31%.

• October 17, 2024, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  Travelers Q3 net income $1.26B ($5.42/share), core EPS $5.24, combined ratio 93.2%

  Net income $1.26B vs $404M prior year; diluted EPS $5.42, up 211%.

• July 19, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Travelers Q2 net income $534M vs loss $14M; core EPS $2.51; NWP record $11.1B up 8%

  Net income $534M ($2.29/diluted) vs net loss $14M (-$0.07) YoY; core income $585M ($2.51/diluted).

• April 17, 2024, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01 ◈ Earnings Releases

  Travelers Q1 net income $1.12B ($4.80/sh), up 16%; dividend raised 5% to $1.05

  Q1 EPS $4.80 vs $4.13 YoY; core EPS $4.69 vs $4.11; revenue $11.2B (+16%).

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.85 · Median 0.80 · Most common event earnings

9 positive 3 negative 7 neutral

source · TRV on sec.gov