ETFs Resume Buying Travelers Stock After Two-Day Selling Streak

On Thursday, October 1, 2026, 39 exchange-traded funds (ETFs) increased their holdings in Travelers (TRV), marking a significant shift after two consecutive days of net selling. The ETFs collectively added $47.1 million worth of Travelers stock, with 39 ETFs buying shares compared to 25 selling.

The largest buyers were DIA, which added 148,350 shares worth $53.6 million, SPYM with $2.4 million, and RDVY with $0.9 million. Travelers, a major player in the property and casualty insurance sector, saw its shares rise in various ETF portfolios, including SPMO, RDVI, and UDOW.

Over the past five reported days, ETFs were net buyers on three days and net sellers on two, indicating a mixed trend. The net buying on Thursday followed two days of net selling totaling $27.7 million on September 30 and September 29. Before that, ETFs had added substantial amounts, including $145.9 million on September 28.

Travelers, with a market cap of $75.2 billion, reported a 6.8% revenue growth over the trailing 12 months, with a net margin of 16.9%. The stock trades at a P/E ratio of 9.65, a P/B of 2.27, and a P/S of 1.64. The company's dividend yield stands at 1.24%, and its shares have returned 25.65% year to date.